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Online Guide

SEPM Guide

Discover our Guide for Social and Environmental Performance Management

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Télécharger la version préliminaire du Guide GPSE en français !

Resources

492 entries were found.

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.

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Case studies & Field examples

Khushhali Bank Reports Using a Social Dashboard

Example of a social performance dashboard from Khushhali Bank.

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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.

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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.

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Guidelines

Using Global Data to Calculate Market Potential

Explains a method for using Global Findex data to estimate the market size.

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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.

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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.

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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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Case studies & Field examples

How Unauthorized Data Sharing Can Hurt Your Institution

Fictionalized story based on real events in India that demonstrate the risks of using client data and images without consent

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Tools & Templates

Sample Data Privacy Agreement and Sample Privacy Agreement

Example of a privacy statement and data privacy agreement that can be adapted to local laws and norms.

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