Recursos

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Guía en línea

Guía GDSA en línea

La Guía para la Gestión del Desempeño Social y Ambiental

Guía GDSA completa

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Recursos

607 resultados

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.

Case studies & Field examples

12 Steps to Resiliency - A Guidebook on Disaster Risk Reduction and Business Continuity Planning for Microfinance Institutions

This guidebook, published by Oikocredit and ASKI, is designed to assist MFIs in improving their capacity towards preparedness, resilience and sustainability in the face of increasing vulnerability to disasters. The guidebook provides easy to follow and practical steps that will help the MFIs in developing their own Disaster Risk Reduction and Management Plan as well as Business Continuity Plan.

Training sessions & Material

Cerise-SPTF Training Materials

Training presentations and related resources in English, Spanish, and French, on responsible inclusive finance and social and environmental performance management.

Training sessions & Material

Cerise-SPTF Branding and Media Kit

The most updated elements you may need to feature Cerise+SPTF in your training and communication materials.

Guidelines

Tutoriel d'utilisation de l'outil d'analyse de SPI Online

L'outil d'analyse sur SPI Online vous permet de suivre vos performances sociales et environnementales et de voir comment vous vous situez par rapport à vos pairs, dans votre région et dans le monde. Vous pouvez comparer les données de vos audits en GPSE, Protection des Clients, et même vos anciens audits SPI4.

Guidelines

Tutorial de la herramienta de análisis en SPI Online

La herramienta de análisis en SPI Online le permite realizar un seguimiento de su desempeño social y ambiental y ver cómo se compara con sus pares, en su región y en todo el mundo. Puede comparar datos de sus auditorías en GDSA, Protección al Cliente, e incluso sus auditorías SPI4 anteriores.

Guidelines

SPI Online Benchmark Tool Tutorial

The SPI Online benchmark tool helps you track your progress on social and environmental performance and compare it against your peers in your region and worldwide. You can analyze your data for SPI5 audits, CP audits, and even with your previous SPI4 audits.

Case studies & Field examples

Practical Toolkits by Transform Together Fund

As part of the Transform Together Fund project, co-funded by the European Union, Cerise+SPTF and Microfinance Centre published two practical toolkits showcasing innovative solutions developed by ten forward-looking organisations from across Europe, to help microfinance clients enhance their green and digital capabilities.

Guide/Manual

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.

Tools & Templates

Modelo de matriz de riesgos ambientales

Anexo F del modelo de Política Ambiental para una institución financiera

Este modelo de matriz de riesgos ambientales en español ayuda a una institución financiera a identificar, calificar y priorizar sus riesgos ambientales, tanto a nivel institucional como a nivel de su cartera de clientes. Abarca las vulnerabilidades (por ejemplo, los riesgos climáticos) y los impactos negativos (por ejemplo, la contaminación y la deforestación), evaluándolos en función de la probabilidad, la criticidad, la complejidad y las oportunidades asociadas. A continuación, la tabla permite formular comentarios y recomendaciones concretas para alimentar la estrategia ambiental, el plan de acción y el seguimiento de los progresos.