Online Guide
SEPM Guide
Discover our Guide for Social and Environmental Performance Management
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Resources
Case studies & Field examples
Examples of Social Targets for Senior Managers
Sample social targets that providers might set for their senior managers.
Case studies & Field examples
IDEPRO (Bolivia) Takes Corrective Action and Launches PRO-CADENAS
Describes a case in which IDEPRO used social performance data to identify unmet needs and build and monitor a new program to respond to those needs.
Case studies & Field examples
Fundacion Génesis Empresarial Reports to Board on SPM Progress
Describes Fundación Génesis Empresarial's system for reporting to its board on social performance.
Case studies & Field examples
Khushhali Bank Reports Using a Social Dashboard
Example of a social performance dashboard from Khushhali Bank.
Case studies & Field examples
Incofin Defines Responsible Growth
Briefly explains how Incofin's investment strategy takes into account different definitions of "responsible growth" according to financial service provider and market conditions.
Case studies & Field examples
Financial Service Providers in Serbia and Bosnia-Herzegovina Monitor Market Saturation and Over-indebtedness Risk
Provides 2 examples of practices financial service providers use to detect over-indebtedness and market saturation risk.
Guidelines
Using Global Data to Calculate Market Potential
Explains a method for using Global Findex data to estimate the market size.
Guidelines
Analyze Internal Factors to Inform your Growth Policy
Table provides recommendations for internal factors that should be assessed to ensure adequate capacity to support targeted growth.
Guidelines
Analyze External Factors to Inform your Growth Policy
Table provides recommendations for different external factors to analyze, how to analyze them, and sources of information.
Case studies & Field examples
Caja Morelia Valladolid Protects Client Data
Describes the system upgrades performed by Caja Morelia to increase data security and protect client data and privacy. Is drawn from a more in-depth case "Customized IT at Caja Morelia Safeguards Client Data".
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