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Recursos
Guide/Manual
Bringing the Theory of Change into the Business Strategy for Value Creation
This report explores how investors can transform theories of change and outcomes management into actionable tools—fostering collaboration with financial institutions of all types and cultivating a culture where outcomes data drives decision-making.
Vidéo
Tarification des prêts - Différence entre taux fixe et taux dégressif
Cette vidéo de 2 minutes en français explique la différence entre les méthodes de calcul de taux fixe (ou "constant") et dégressif. Elle montre en quoi la méthode du taux fixe, c'est-à-dire un taux calculé sur le montant initial du prêt pendant toute la durée du prêt, est injuste pour les clients.
Vidéo
Tarificación de préstamos - Diferencia entre interés fijo y sobre saldo decreciente
Este vídeo de 2 minutos en español explica la diferencia entre los métodos de cálculo de interés sobre saldo fijo y decreciente. Muestra cómo el método del interés fijo, es decir, un interés calculado sobre el monto inicial del préstamo para toda la duración del mismo, es injusto para los clientes. ¡Compruébelo ahora!
Publications
Flat Versus Declining Balance Interest Rates What is the Difference
This article explains the concept of interest, the different methods used to calculate it and some industry standards for disclosure. It focuses particularly on the difference between interest calculated on a declining balance and a "flat" interest rate calculation.
Vidéo
Loan pricing - Flat vs. declining balance
This 2-minutes video explains the difference between the flat and the declining balance calculation methods. It shows how appyling a flat methodology is unfair to clients. Check it out now!
Case studies & Field examples
E-MFP resources on Green Inclusive Finance
The European Microfinance Platform (e-MFP) is the leading network of European organisations and individuals active in the financial inclusion sector in developing countries. On this page you will find a wealth of resources on green inclusive finance developed by e-MFP.
Guide/Manual
Comment lire les tableaux de bord sociaux de SPI Online ?
Ce document présente quelques conseils clés sur la manière de lire les différents tableaux de bord sociaux qui peuvent être téléchargés à la fin d'un audit SPI Online.
Guide/Manual
DFS Standards English Assessment Guide
This guide tells assessors how to score each of the indicators and details in the DFS Standards Evaluation Tool. Specifically, this guide provides a) the rationale for the indicator/detail; b) the criteria to follow when determining the score of yes/partially/no/not applicable; c) which sources to consult to understand the level of performance of the financial service provider.
Learning Series
Vidéo
CP Pathway Webinar #7
Implementing Client Protection in Insurance Practices
Publications
Collection of Resources for Outcomes Management & the SDGs Contribution
Main publications and tools by Cerise+SPTF, its partners, and other stakeholders, on client-level data management and outcomes measurement, in relation to the Sustainable Development Goals.
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