Resources

Este formulario utilizado por Fondesurco en Peru constituye un documento de evaluación inicial para créditos verdes y sirve para determinar si el producto a financiar contribuirá con la protección del medio ambiente. Proporciona una lista de preguntas/criterios para 4 tipos de actividades: agricultura, ganadería y lechería, turismo y comercio.

La Taxonomia UE establece los criterios técnicos de selección para determinar las condiciones en las que se considera que una actividad económica contribuye de forma sustancial a la mitigación del cambio climático o a la adaptación al mismo, y para determinar si esa actividad económica no causa un perjuicio significativo a ninguno de los demás objetivos ambientales.

Case describing system of training and staff mentoring that seek to ensure alignment and adherence to code of ethics among Compartamos staff even in the face of rapid growth.

This handbook is a culmination of the learnings and knowledge that came out of from the African Microfinance Pricing Transparency Leadership Forums that were organized in Nairobi, Kenya in 2011 and 2013.  While this resource was developed essentially to provide African policy makers with policy recommendations on pricing transparency issues, it can certainly be used by a wide range of industry stakeholders. The first chapter of this handbook describes various complications of interest, while chapter two details other elements that add to and affect the true price of a loan. Chapter three explains price caps providing information on some of the theoretical approaches to price caps and  the impact of price caps on product offering.  While the first three chapters of the handbook review the effects of many pricing design options on the true price of a loan, chapter four, the last chapter of the handbook, examines how a  true price should be disclosed.