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Recursos

492 resultados

Tools & Templates

FONDESURCO Perú: Formulario créditos verdes

Este formulario utilizado por Fondesurco en Peru constituye un documento de evaluación inicial para créditos verdes y sirve para determinar si el producto a financiar contribuirá con la protección del medio ambiente. Proporciona una lista de preguntas/criterios para 4 tipos de actividades: agricultura, ganadería y lechería, turismo y comercio.

Tools & Templates

CreditAccess Grameen Energy Management Policy

Complementing CreditAccess Grameen ESG Policy, this document provides examples of strategic objectives that can be defined at FSP level to limit energy consumption and foster energy efficiency.

Guidelines

Taxonomia UE

La Taxonomia UE establece los criterios técnicos de selección para determinar las condiciones en las que se considera que una actividad económica contribuye de forma sustancial a la mitigación del cambio climático o a la adaptación al mismo, y para determinar si esa actividad económica no causa un perjuicio significativo a ninguno de los demás objetivos ambientales.

Guidelines

Taxonomie UE

La Taxonomie UE établit les critères d’examen technique permettant de déterminer à quelles conditions une activité économique peut être considérée comme contribuant substantiellement à l’atténuation du changement climatique ou à l’adaptation à celui-ci et si cette activité économique ne cause de préjudice important à aucun des autres objectifs environnementaux.

Case studies & Field examples

La construction d’une culture institutionnelle autour d’un code de déontologie à Compartamos

Case describing system of training and staff mentoring that seek to ensure alignment and adherence to code of ethics among Compartamos staff even in the face of rapid growth.

Tools & Templates

CP4 Companion

Tool to support calculation and analysis of key ratios to evaluate Responsible Pricing indicators.

Guidelines

Microfinance TRAPS The Microfinance Transparent Pricing Supervision Handbook

This handbook is a culmination of the learnings and knowledge that came out of from the African Microfinance Pricing Transparency Leadership Forums that were organized in Nairobi, Kenya in 2011 and 2013.  While this resource was developed essentially to provide African policy makers with policy recommendations on pricing transparency issues, it can certainly be used by a wide range of industry stakeholders. The first chapter of this handbook describes various complications of interest, while chapter two details other elements that add to and affect the true price of a loan. Chapter three explains price caps providing information on some of the theoretical approaches to price caps and  the impact of price caps on product offering.  While the first three chapters of the handbook review the effects of many pricing design options on the true price of a loan, chapter four, the last chapter of the handbook, examines how a  true price should be disclosed.

Guidelines

Components of Responsible Pricing

Graphic showing the key components over which an FSP has control and which determine its pricing.

Guidelines

Questions to Consider When Setting Desired Profitability Ratios and Ranges

This document offers a list questions for reflection to assist organizations with setting policies and targets around profits.

Case studies & Field examples

Equitas Micro Finance Sets Profit Policies and Aligns Management and Investor Expectation

This brief case provides an example of how Equitas has set policies regarding profits and their use and discloses these to investors at the beginning of their relationship.