Recursos - SPI Online

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La Guía para la Gestión del Desempeño Social y Ambiental

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Recursos

613 resultados

Publications

Hidden Stress and Early Warning Signs: Building Stronger Safeguards for Credit Customers

This report discusses research conducted in East Africa with three financial service providers, using a survey to determine customers' levels of financial stress, and then analyzing correlations between high stress levels and other customer data. The idea is that providers could determine a key set of indicators to monitor to identify which customers have an elevated risk of future late repayment or default before these problems occur. Having this information would facilitate early intervention that might reduce over-indebtedness and default rates while improving customer outcomes.

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Publications

Collection of Resources for a Responsible Agriculture and Food Sector

This page gathers the main resources developed within the RAF Project, including webinars, case studies, tools and guidance materials related to agricultural finance and resilience assessment.

Publications

Collection of Resources for Disability Inclusion - Guides

On this page, you will find a curated selection of key guides and resources related to SEPM and Disability Inclusion.

We have brought together in one place the main resources developed in collaboration with the Barrier-Free Finance Initiative (BFFI) and Cerise+SPTF, and ADA, making them easier to access, navigate, and use.

Tools & Templates

Modelo de informe final de la auditoría SPI

A continuación se presenta un modelo de informe resumido de resultados que analiza las fortalezas y las brechas por dimensión, establece un orden de prioridad para las áreas que deben mejorarse e identifica los recursos necesarios para mejorar la práctica.

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Tools & Templates

Modèle de rapport de synthèse de l'audit SPI

Voici un modèle de rapport de synthèse des résultats, qui analyse les points forts et les lacunes par dimension, identifie les domaines à améliorer en fonction de leur priorité et recense les ressources permettant d'améliorer les pratiques.

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Tools & Templates

SPI Audit Summary Report

See the summary report template of results that analyzes strengths and gaps by dimension, prioritizes areas for improvement, and identifies resources for improving practice.

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Guide/Manual

SEPM Disability Inclusion Focus Guide

This Disability Inclusion (DI) Focus Guide supports financial service providers in integrating disability inclusion into Social and Environmental Performance Management (SEPM) systems. It aligns with the Universal Standards and helps strengthen disability inclusion across strategy, governance, policies, management systems, and monitoring processes. The guide covers selected SPI5 indicators related to disability inclusion (SPI5 Entry and selected SPI5 Full indicators) helping organizations better identify barriers and improve inclusive practices.

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Tools & Templates

Gender Dashboard for SPI Online

The Gender Dashboard, developped with the Social Investor Working Group and pilots with FSP in different countries, aims to integrate gender standards into SPI Online tools, enabling to evaluate gender strategies and targets, as well as operations of financial service providers. It can be used during due diligence and monitoring processes or to develop Gender strategies. The Gender dashboard is aligned with the global frameworks of the gender‑lens standards (2X Global, UN Women, etc.).

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Learning Series Vidéo

CP Pathway Webinar #8

Why Clients Insights Matter, and How to Use in Decision Making

Publications

Incofin Managing Outcomes Practical Insights

Between 2020 and 2024, Incofin through AGTAF facility and the technical support from Cerise+SPTF and M-CRIL, deployed a multi-country Technical Assistance programme aimed at strengthening Social Performance Management and Outcomes Management across nine investees in Africa and Asia. The following article distils these practical insights for finance professionals, TA providers, and investors committed to fostering meaningful change through inclusive finance.

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