Resources

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Online Guide

SEPM Guide

Discover our Guide for Social and Environmental Performance Management

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Resources

490 entries were found.

Publications

Doing Good and Avoiding Harm

Research on Correlations between Social Performance Management Practices and Customer Outcomes in Inclusive Finance.

Cerise+SPTF’s latest research dives into how Social Performance Management (SPM) practices impact customer outcomes in inclusive finance. Led by Amelia Greenberg from Cerise+SPTF and Alasdair Lindsay-Walters from MFR, the study highlights that strong SPM practices—such as transparent communication and manageable loan sizes are correlated with positive customer outcomes. Contrarily, high annual percentage rates (APRs) and weak customer protection are correlated with linked to poorer outcomes. This research underscores the importance of adopting robust SPM practices to promote customer benefit while protecting them from harm.

Case studies & Field examples

Responsible Agricultural Investment: RAI Case Studies

This ressource gathers a series of case studies conducted by the International Institute for Sustainable Development (IISD) in cooperation with ADA (Aide au Développement Autonome) to assess and analyze agribusinesses' performance and compliance with the CFS-RAI principles, using the RAI Tool for Agribusiness developed by IISD and Cerise+SPTF.

Learning Series Vidéo

SPM Essentials Webinar #8

How to overcome the barriers and biases that affect female staff and clients.

Learning Series Vidéo

SPM Essentials Webinar #7

Practical guidance to help your employees adapt to digital transformation.

Learning Series Vidéo

SPM Essentials Webinar #6

Learn how you can develop your employee capacity to achieve your social mission.

Learning Series Vidéo

SPM Essentials Webinar #5

Practical ways to listen to employees as a business strategy.

Learning Series Vidéo

SPM Essentials Webinar #4

Learn about the responsible use of profits.

Learning Series Vidéo

SPM Essentials Webinar #3

Learn how to use client feedback to inform product design.

Learning Series Vidéo

SPM Essentials Webinar #2

Practical ways to address gender-related risks at your organization.

Learning Series Vidéo

SPM Essentials Webinar #1

Use what you have. Discovering client insights in your existing data.