Guía en línea
Guía de GDSA
Descubra nuestra Guía para la Gestión del Desempeño Social y Ambiental
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Recursos
Vidéo
Serie animada de vídeos del proyecto MEbA
Parte de una serie animada de videos producidos por el Programa de las Naciones Unidas para el Medio Ambiente (PNUMA), en el marco del proyecto Microfinanzas para la Adaptación basada en Ecosistemas (MEbA*). Su objetivo es sensibilizar a la población rural sobre soluciones prácticas de adaptación al cambio climático y producción agropecuaria sostenible. Las soluciones buscan, además, mejorar la relación del sector agropecuario de pequeña escala con los ecosistemas, promoviendo su conservación y aprovechamiento sostenible desde hoy y hacia el futuro.
Guide/Manual
Guía para completar la información de la organización (Org Info)
La parte de información de la organización ("Org Info") del cuestionario en las herramientas de evaluación de SPI Online contiene los datos financieros y los detalles demográficos del proveedor de servicios financieros. Estos son importantes para generar un panel social que contenga un resumen sólido de la información social y financiera primaria sobre la organización en un informe conciso. Esta guía está disponible sólo en inglés por ahora y será traducida al español en los próximos meses.
Case studies & Field examples
VisionFund Uganda Reduces the Barriers to Financial Inclusion Through Product Term Changes
Brief field example explaining how VisionFund Uganda modified is mix of product offerings after identifying 2 barriers to women clients accessing their products.
Case studies & Field examples
Using Exit Data to Inform Product Design and Improve Operations
Provides a list of questions that can be answered from client exit data along with their implications for products and operations.
Case studies & Field examples
Ujjivan Educates Clients on the Dangers of Over-Indebtedness
Ujjivan developed a video with vignettes of 2 ficitious borrowers who become overindebted. They use this video to open discussion with clients about the risks of overindebtedness.
Case studies & Field examples
Ujjivan Collects Satisfaction Data Face-to-Face
Short case example of how Ujjivan in India collects client feedback in face-to-face interviews.
Case studies & Field examples
UBTEC Burkina Faso: Gestion de performance environnementale en pratique #2
Cet article illustre de quelle manière UBTEC, au Burkina Faso, met en œuvre sa gestion de la Performance Environnementale, avec un focus particulier sur l'évaluation et la promotion de pratiques agroécologiques.
Guidelines
Transparency Policies and Procedures for Four Products
Table summarizing the requirements for disclosure and transparency for 4 core products: loans, savings, payments and insurance.
Publications
Study on the Drivers of Over-Indebtedness of Microfinance Borrowers in Cambodia: An In-depth Investigation of Saturated Area
This study focuses on providing an in-depth understanding of the drivers of overindebtedness (OID) in selected saturated areas, which represent less than 6% of total villages in Cambodia.
Guidelines
Smart Lending: Client Protection in the Group Lending Process: An Overview of Client Protection Practices in Group Lending for Financial Institutions
A tool for financial institutions (FIs) that want to incorporate client protection practices into their group lending process. As group lending continues to be one of the most popular methodologies for delivering financial services throughout the world, this tool should prove useful to scores of financial service providers. The tool is applicable to a wide range of credit methodologies, and can be adapted for use by FIs employing village banking methodology, Grameenstyle “group of groups” methodology, and other forms of group lending. Section I provides guidelines for FIs on group loan product design and staff training. Appropriate product design and adequate staff training do not apply to a specific phase of the group lending process, rather, they provide a foundation for client protection throughout the entire process. Section II divides the group lending process into five key phases and identifies good client protection practice for each phase. The five phases are: (1) Client Recruitment and Group Preparation, (2) Loan Application, (3) Evaluation and Loan Approval, (4) Disbursement, (5) Customer Service and Collections.
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