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SEPM Guide

Discover our Guide for Social and Environmental Performance Management

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Resources

502 entries were found.

Tools & Templates

Terms of Reference for Consulting Services to conduct assessment of Client Protection practices

These draft Terms of Reference (in Word) are for financial service providers to use when soliciting a third party (individual or agency) to assess your achievements in client protection.

Download (47.6 KiB)

Guidelines

Detailed Guidelines for Actions on Client Protection

These detailed guidelines propose a comprehensive set of actions investors can take to drive implementation of client protection standards among investees, as well as examples of implementation. Signatories of the Joint Statement (who have committed to reporting what actions they have taken during the investment process to drive client protection uptake) will find these guidelines particularly useful.

Download (696.3 KiB)

Guidelines

Guidelines to Minimum Actions on Client Protection

These guidelines propose a set of minimum actions investors can take to drive implementation of client protection standards among investees, as well as examples of implementation. Signatories of the joint statement (who have committed to reporting what actions they have taken during the investment process to drive client protection uptake) will find these guidelines particularly useful.

Download (515.2 KiB)

Vidéo

Outcomes Management & the Voices of Customers in Financial Inclusion: The Experience of Alterfin with Voices That Count.

In the frame of the Sustainable Outcomes Management Project led by Cerise+SPTF, this webinar was dedicated to share the innovative experience of Alterfin, with the assistance of Voices That Count, using SenseMaker, a narrative-based method to collect outcome data starting from customer's stories.

Toolkit on Data Collection Methods for Outcomes Measurement and Management

This toolkit is aimed at guiding stakeholders in selecting, using and sometimes combining the most appropriate data collection methods to measure customer outcomes from using financial services.

Download (9.6 MiB)

Guide/Manual

How to read SPI Online social dashboards?

The document presents some key tips on how to read the various social dashboards that can be downloaded at the end of an audit on SPI Online.

Download (2.0 MiB)

Guide/Manual

¿Cómo leer los tableros de control sociales SPI Online?

El documento ofrece algunos consejos clave sobre cómo leer los distintos tableros de control sociales que se pueden descargar al finalizar una auditoría SPI Online.

Download (2.3 MiB)

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.

Download (4.0 MiB)

Vidéo

Tarification des prêts - Différence entre taux fixe et taux dégressif

Cette vidéo de 2 minutes en français explique la différence entre les méthodes de calcul de taux fixe (ou "constant") et dégressif. Elle montre en quoi la méthode du taux fixe, c'est-à-dire un taux calculé sur le montant initial du prêt pendant toute la durée du prêt, est injuste pour les clients.

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 cálculo 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!