SPTF Mapped Tools: Overview of Social Performance Tools and Initiatives for INVESTORS

Interactive Investor Toolkit

The interactive map below presents tools used by investors in the appraisal and due diligence of MFIs' social performance. (Hover over each link for a brief description or click for full details.)

Clarify MIV Social Objectives and Strategies for Social Performance

Strategic Management Toolkit - Balanced Scorecard
CERISE Social Audit for MIVs
Investor Principles for Inclusive Finance
Investor Social Performance Strategy Statements (examples)

Use Tools to Assess Social Performance of Investees

CERISE SPI Tool - Social Audit for MFIs
Implementing the Client Protection Principles: A Technical Guide for Investors
Client Protection Investor Due Diligence Checklist
MFTransparency "Calculating Transparent Prices" Tool
MIX Social Performance Standards Report (indicators to guide due diligence)
Due Diligence Tools for Social Performance (examples)

Use Externally Produced Social Performance Reports to Supplement Due Diligence

MIX Social Performance Standards Report - largely self-reported
Global Reporting Initiative (GRI) - self-reported
QAT Quality Audit Tool - external report
Social Ratings by specialized rating agencies - external report
Symbiotics MFI Social Responsibility Report — external report

Demonstrate MIV Social Performance

M-CRIL MIV Rating
CGAP MIV ESG and Financial Data Survey
LuxFLAG
Investor Social Performance Reports (examples)
Symbiotics MIV Factsheets

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