1. The Premier Source for Microfinance Data and Analysis This presentation is the proprietary and/or confidential information of MIX, and all rights are reserved by MIX. Any dissemination, distribution or copying of this presentation without MIX’s prior written permission is strictly prohibited. Microfinance Information Exchange MIX Social Performance Data Collection Micol Pistelli, Director Social Performance, MIX

2. This presentation is the proprietary and/or confidential information of MIX, and all rights are reserved by MIX. Any dissemination, distribution or copying of this presentation without MIX’s prior written permission is strictly prohibited. Agenda  Review of key concepts: purpose of social performance indicators  Presentation of indicators  MIX online reporting and resources

3. This presentation is the proprietary and/or confidential information of MIX, and all rights are reserved by MIX. Any dissemination, distribution or copying of this presentation without MIX’s prior written permission is strictly prohibited. Purpose of Social Performance Indicators Why is it important to report to MIX Market? Because measuring, monitoring, and reporting on social performance … … promotes a focus on achieving social as well as financial goals … demonstrates transparency to donors, investors, and other external stakeholders. … clarifies current areas of strengths and weaknesses (social, operational and strategic). … allows an MFI to track its performance over time and analyze trends. MFIs are increasingly required to be responsible toward the clients and community they operate in and transparent about their achievements.

4. This presentation is the proprietary and/or confidential information of MIX, and all rights are reserved by MIX. Any dissemination, distribution or copying of this presentation without MIX’s prior written permission is strictly prohibited. Agenda  Review of key concepts: purpose of social performance indicators  Presentation of indicators  MIX online reporting and resources

5. This presentation is the proprietary and/or confidential information of MIX, and all rights are reserved by MIX. Any dissemination, distribution or copying of this presentation without MIX’s prior written permission is strictly prohibited. INDICATOR CATEGORYWHAT THE INDICATOR MEASURES 1. Mission and social goals MFI's stated commitment to its social mission, its target market and development objectives. 2. Governance Whether the Board of Directors' members have been trained on social performance management and whether there is a formal Board committee that monitors social performance. 3. Range of products and services Financial and non-financial products and services offered by an MFI. 4. Client outreach by lending methodologies Typology of lending methodology offered by the MFI. 5. Client retention Client retention rate of an MFI. 6. Social responsibility to clients The 6 principles of client protection of The Smart Campaign applied by the MFI: 1)Avoidance of Over-Indebtedness; 2)Transparent and Responsible Pricing; 3)Appropriate Collections Practices; 4)Ethical Staff Behavior; 5)Mechanisms for Redress of Grievances; 6)Privacy of Client Data. 7. Transparency of costs of services to clients How the institution state the interest rate. 8. Human resources and staff incentives MFI's policy regarding social responsibility to staff, such as its human resources policy in place, board and staff composition, staff turnover rate and staff incentives linked to social performance goals. 9. Employment creation and enterprises financed Number of enterprises financed by the MFI and employment generation opportunities created by the enterprises financed 10. Social responsibility to the environment Whether the MFI has any policies and initiatives in place to mitigate environmental impacts of financed enterprises. 11. Poverty outreach Poverty levels of clients at entry and their move out of poverty over time Indicators

6. This presentation is the proprietary and/or confidential information of MIX, and all rights are reserved by MIX. Any dissemination, distribution or copying of this presentation without MIX’s prior written permission is strictly prohibited. MIX reporting form  This year reporting form can be downloaded here: http://www.mixmarket.org/contribute-data [See Excel document] http://www.mixmarket.org/contribute-data

7. This presentation is the proprietary and/or confidential information of MIX, and all rights are reserved by MIX. Any dissemination, distribution or copying of this presentation without MIX’s prior written permission is strictly prohibited. Agenda  Review of key concepts: purpose of social performance indicators  Presentation of indicators  MIX online reporting and resources

8. This presentation is the proprietary and/or confidential information of MIX, and all rights are reserved by MIX. Any dissemination, distribution or copying of this presentation without MIX’s prior written permission is strictly prohibited. Process for Data Reporting to MIX Note: MFIs that are unable to submit their information over the internet will still be able to submit their data by mailing it in to MIX. MIX is collecting social performance data through a combined SP/FP data collection tool and an online platform.  Combined SP/FP tool: collects data that is time-bound (e.g., number women borrowers, employment created, enterprises financed, etc.).  MIX’s online platform also collects social performance data that does not necessarily change every year (e.g., mission statement, governance, consumer protection, etc.). MFIs fill this out once and then do not need to submit it out again unless their policies change.  Poverty questionnaire: MFIs who report to track poverty data will receive a separate online poverty data questionnaire to fill out with poverty data of their clients

9. This presentation is the proprietary and/or confidential information of MIX, and all rights are reserved by MIX. Any dissemination, distribution or copying of this presentation without MIX’s prior written permission is strictly prohibited. Where to Get Started Visit MIX social performance website http://www.themix.org/social-performance to learn more about additional resources on SPM and SP reporting http://www.themix.org/social-performance Main MIX websites: www.themix.org  www.mixmarket.org www.themix.orgwww.mixmarket.org