Recursos - SPI Online

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

578 resultados

Learning Series Vidéo

CP Pathway Webinar #3

Ensuring Client-level Transparency

Learning Series Vidéo

CP Pathway Webinar #1

Overview of the new Client Protection Pathway

Learning Series Vidéo

CP Pathway Webinar #2

Preventing Over-indebtedness – A Systems Approach

Learning Series Vidéo

Client Protection Pathway Implementation Series

The Client Protection Pathway describes the steps that a financial service provider can take to implement the client protection practices necessary to avoid harming clients and communicate this progress to investors. The Pathway gives providers a roadmap for implementing the Client Protection Standards and helps them stay on track.

Protecting your clients is essential to your business and to their welfare, but it is not easy. At every step on the Pathway, we have resources and support ready for you. When you join the Client Protection Pathway, you join a global network of people who are committed to client protection.

Tools & Templates

SPI Online Audit Tools At A Glance

A general overview of the new 7 assessment tools of SPI Online, and two-pager descriptions to download (factsheets).

Case studies & Field examples

Outline for a Code of Conduct

Provides a simple outline for a Code of Conduct that can be used as a template.

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Guidelines

Social Performance Risks to Monitor

Examples of common social performance-related risks and how to monitor them.

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Case studies & Field examples

Case Study - Fondo Esperanza: Using Outcomes Data to Drive Performance

Describes Fondo Esperanza's comprehensive outcomes management system that emphasizes the collection of accurate, relevant data that are reported widely to both internal and external stakeholders.

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Publications

Client Voices Synthesis Report: Flexibility, Empathy, and Knowledge: What Clients Want From Microfinance in Benin, Pakistan, Peru, And Georgia

This synthesis report presents the voices of low-income individuals who shared with Smart Campaign their opinions, hopes, and struggles.

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Vidéo

The Universal Standards Introduction Video (2015)

This video was developed in 2015 to present the Universal Standards for Social and Environmental Performance Management. Since then, the Universal Standards have been updated and the SPTF website has changed to the new Cerise+SPTF joint venture. But this video is still relevant to explain the core notions of social and environmental performance management.