Gu铆a en l铆nea
Gu铆a de GDSA
Descubra nuestra Gu铆a para la Gesti贸n del Desempe帽o Social y Ambiental
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Recursos
Guidelines
Guidelines for Third-Party Validation on Client Protection
The Guidelines are a market-based initiative and aim to support transparency in the third-party selection process. They bring together Cerise+SPTF鈥檚 recommendations regarding the professional and ethical standards to which we believe external reviewers should be held, along with the qualifications we believe they should possess. They have been developed as a common undertaking between Cerise+SPTF and the Social Investor Working Group, and take reference from leading standard setting initiatives.
Vid茅o
Demostraci贸n para unirse al Camino de Protecci贸n al Cliente
En este v铆deo, le guiamos sobre c贸mo unirse a nuestra red, el Camino de Protecci贸n al Cliente. Es un proceso sencillo que le llevar谩 menos de cinco minutos. Le guiamos paso a paso, desde que hace clic en el enlace de registro hasta que env铆a el formulario. Al unirse, declarar谩 su compromiso con la implementaci贸n de la protecci贸n al cliente y aparecer谩 en nuestra p谩gina web. No es necesario que haga nada en este momento, pero le recomendamos que vea el v铆deo para obtener m谩s informaci贸n.
Vid茅o
Demo to Join the Client Protection Pathway
In this video, we guide you on how to join our network, the Client Protection Pathway. It's a simple process that should take less than five minutes. We walk you through the steps, from clicking on the sign-up link to submitting the form. By joining, you will declare your commitment to implementing client protection and be listed publicly on our website. No action is required from you at this time, but please watch the video for more details.
Tools & Templates
Terms of Reference for Consulting Services to conduct assessment of Client Protection practices
These draft Terms of Reference (in Word) are for financial service providers to use when soliciting a third party (individual or agency) to assess your achievements in client protection.
Guidelines
Detailed Guidelines for Actions on Client Protection
These detailed guidelines propose a comprehensive set of actions investors can take to drive implementation of client protection standards among investees, as well as examples of implementation. Signatories of the Joint Statement (who have committed to reporting what actions they have taken during the investment process to drive client protection uptake) will find these guidelines particularly useful.
Guidelines
Guidelines to Minimum Actions on Client Protection
These guidelines propose a set of minimum actions investors can take to drive implementation of client protection standards among investees, as well as examples of implementation. Signatories of the joint statement (who have committed to reporting what actions they have taken during the investment process to drive client protection uptake) will find these guidelines particularly useful.
Vid茅o
Outcomes Management & the Voices of Customers in Financial Inclusion: The Experience of Alterfin with Voices That Count.
In the frame of the Sustainable Outcomes Management Project led by Cerise+SPTF, this webinar was dedicated to share the innovative experience of Alterfin, with the assistance of Voices That Count, using SenseMaker, a narrative-based method to collect outcome data starting from customer's stories.
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.
Guide/Manual
How to read SPI Online social dashboards?
The document presents some key tips on how to read the various social dashboards that can be downloaded at the end of an audit on SPI Online.
Guide/Manual
驴C贸mo leer los tableros de control sociales SPI Online?
El documento ofrece algunos consejos clave sobre c贸mo leer los distintos tableros de control sociales que se pueden descargar al finalizar una auditor铆a SPI Online.
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