Online Guide
SEPM Guide
Discover our Guide for Social and Environmental Performance Management
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Resources
Training sessions & Material
Guide d’adaptation du matériel d’éducation financière et de matériel supplémentaire
Ce guide aidera les régulateurs et les institutions financières à choisir et à adapter tous les documents fournis dans le cadre de la trousse d'éducation sur la tarification à la consommation de MFTransparency. Les matériaux de ce kit peuvent être utilisés séparément ou ensemble - de la manière qui convient le mieux à votre organisation ou institution. Ce guide est conçu pour aider tout diffuseur potentiel de l'éducation financière à éviter un long processus d'évaluation des besoins et d'adaptation.
Training sessions & Material
Guia de Adaptação de materiais de educação financeira e Materiais Suplementares
Este guia ajudará os reguladores e as instituições financeiras a escolher e adaptar todos os materiais fornecidos como parte do Pacote de Educação sobre Precificação do Consumidor MFTransparency. Os materiais deste pacote podem ser usados separadamente ou em conjunto – da maneira que for melhor para sua organização ou instituição. Este guia foi elaborado para ajudar qualquer potencial disseminador de educação financeira a evitar um longo processo de avaliação e adaptação de necessidades.
Tools & Templates
Fiche de poste Charge du Developpement des Services Sociaux et Point Focal Environnement d'Assilassimé Solidarité
Example of a job description for an environmental focal point. Combines these functions with other social mission and social responsibility functions.
Case studies & Field examples
CRECER IFD Bolivie : Gestion de performance environnementale en pratique #4
Cet article illustre de quelle manière CRECER IFD, en Bolivie, met en œuvre sa gestion de la Performance Environnementale, avec un focus particulier sur l'évaluation de son empreinte carbone et la création d'une culture d'entreprise autour des sujets environnementaux.
Tools & Templates
CRECER IFD Bolivia: Guía de buenas prácticas medioambientales
Este guia utilizado por CRECER IFD en Bolivia proporciona una lista de buenas practicas que el personal de una institucion puede implementar para reducir su huella ecologica o impactos negativos al nivel interno, dentro de las oficinas. Las buenas practicas se relacionan al consumo de energia electrica, de combustibles, de papel, de agua, y al manejo de residuos.
Case studies & Field examples
CRECER IFD Bolivia: Gestión del desempeño ambiental en práctica #4
Este articulo muestra como CRECER IFD, en Bolivia, implementa la Gestión del Desempeño Ambiental en práctica, con un enfoque particular en la evaluacion de su huella carbono y la creacion de une cultura de empresa responsable frente al medio ambiente.
Case studies & Field examples
Compartamos: Construyendo Una Cultura Institucional Alrededor De Un Codigo De Etica
Este caso describe el sistema de capacitación y mentoring del personal que busca aseguar alineamento y cumplimiento con el código de ética por el personal de Compartamos en el contexto de crecimiento rápido.
Tools & Templates
Monitoring Individual Repayment in Group Guarantee Mechanism
Provides 2 examples of tools designed by FSPs to track individual attendance and repayment status in group-guaranteed loan programs.
Tools & Templates
Better Designed Disclosure: Simplified Key Fact Sheets from Peru and Mexico
Provides examples of two key fact sheets that were redesigned for clarity and transparency.
Publications
A Graceful Exit: Understanding Social Responsibility During Equity Sales
Equity as a funding instrument is particularly important to responsible development of financial markets. At its core, it supports the growth and diversification of microfinance institutions (MFIs) and other financial institutions that serve the poor, and it is especially vital to the expansion of deposit services.
This paper is not intended to be prescriptive. The practice of selling equity in MFIs is still evolving, and the complexities of the transactions make each sale unique. Rather than setting out specific guidelines, we hope to draw on investor experiences to highlight key exit-related decisions for MIIs and DFIs, and in so doing, we hope to spur a focused debate on how to exit in such a way that the interests of investors, MFIs, and their clients are balanced.
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