Implementation Efforts in Responsible Finance

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Presentation transcript:

Implementation Efforts in Responsible Finance Laura Foose, SPTF Emilie Goodall, PRI / PIIF Carmen Velasco, Promujer Isabelle Barres, Smart Campaign Loïc De Cannière, Incofin Sascha Noe, Cordaid June 2012

Responsible finance initiatives in microfinance - Retail providers - Stating commitment Smart Campaign (Smart) MicroFinance Transparency (MFT) Global Appeal Tools for self-assessment Smart Getting Started Questionnaire Universal Standards for Social Performance Management Social Audits Tools for implementation Smart implementation toolkits USSPM implementation series Demonstrating commitment MFT price reporting MIX Market Ratings Microfinance Institutional Rating Social rating Certification Smart Certification MFT Seal of Transparency MIX SP Certificate of Data Quality Client protection initiative Key: Social commitment initiative In development Self-assessment and reporting External scrutiny

Responsible investment initiatives in microfinance - Direct investors (inc. MIVs) - Stating commitment Smart Campaign (Smart) MicroFinance Transparency (MFT) Global Appeal Tools for self-assessment UN PRI Principles for Investors in Inclusive Finance (PIIF) Reporting Framework Tools for implementation Smart Technical Guide for Investors Responsible Covenants Impact Reporting & Investing Standards (IRIS) Demonstrating commitment Symbiotics MIV Survey* Luminis* PIIF Reporting Framework Ratings Global Impact Investing Rating System (GIIRS)* Certification LuxFLAG* Client protection initiative Key: Social commitment initiative Self-assessment and reporting External scrutiny For MIVs only*

Responsible investment initiatives in microfinance - Indirect investors - Stating commitment Smart Campaign (Smart) MicroFinance Transparency (MFT) Global Appeal Tools for self-assessment UN PRI Principles for Investors in Inclusive Finance (PIIF) Reporting Framework Demonstrating commitment Client protection initiative Key: Social commitment initiative Self-assessment and reporting External scrutiny