Resources

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Online Guide

SEPM Guide

Discover our Guide for Social and Environmental Performance Management

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Resources

490 entries were found.

Guide/Manual

Bringing the Theory of Change into the Business Strategy for Value Creation

This report explores how investors can transform theories of change and outcomes management into actionable tools—fostering collaboration with financial institutions of all types and cultivating a culture where outcomes data drives decision-making.

Vidéo

Tarification des prĂȘts - DiffĂ©rence entre taux fixe et taux dĂ©gressif

Cette vidĂ©o de 2 minutes en français explique la diffĂ©rence entre les mĂ©thodes de calcul de taux fixe (ou "constant") et dĂ©gressif. Elle montre en quoi la mĂ©thode du taux fixe, c'est-Ă -dire un taux calculĂ© sur le montant initial du prĂȘt pendant toute la durĂ©e du prĂȘt, est injuste pour les clients.

Vidéo

Tarificación de préstamos - Diferencia entre interés fijo y sobre saldo decreciente

Este vídeo de 2 minutos en español explica la diferencia entre los métodos de cålculo de interés sobre saldo fijo y decreciente. Muestra cómo el método del interés fijo, es decir, un interés calculado sobre el monto inicial del préstamo para toda la duración del mismo, es injusto para los clientes. ¥Compruébelo ahora!

Publications

Flat Versus Declining Balance Interest Rates What is the Difference

This article explains the concept of interest, the different methods used to calculate it and some industry standards for disclosure. It focuses particularly on the difference between interest calculated on a declining balance and a "flat" interest rate calculation.

Vidéo

Loan pricing - Flat vs. declining balance

This 2-minutes video explains the difference between the flat and the declining balance calculation methods. It shows how appyling a flat methodology is unfair to clients. Check it out now!

Case studies & Field examples

E-MFP resources on Green Inclusive Finance

The European Microfinance Platform (e-MFP) is the leading network of European organisations and individuals active in the financial inclusion sector in developing countries. On this page you will find a wealth of resources on green inclusive finance developed by e-MFP.

Guide/Manual

Comment lire les tableaux de bord sociaux de SPI Online ?

Ce document prĂ©sente quelques conseils clĂ©s sur la maniĂšre de lire les diffĂ©rents tableaux de bord sociaux qui peuvent ĂȘtre tĂ©lĂ©chargĂ©s Ă  la fin d'un audit SPI Online.

Guide/Manual

DFS Standards English Assessment Guide

This guide tells assessors how to score each of the indicators and details in the DFS Standards Evaluation Tool. Specifically, this guide provides a) the rationale for the indicator/detail; b) the criteria to follow when determining the score of yes/partially/no/not applicable; c) which sources to consult to understand the level of performance of the financial service provider.

Learning Series Vidéo

CP Pathway Webinar #7

Implementing Client Protection in Insurance Practices

Publications

Collection of Resources for Outcomes Management & the SDGs Contribution

Main publications and tools by Cerise+SPTF, its partners, and other stakeholders, on client-level data management and outcomes measurement, in relation to the Sustainable Development Goals.