Social Investors
Information
Members: 11
Latest Activity: Feb 24
Social Investors - led by David Dewez and Cecile Koller
The Social Investors Working Group aims at advancing transparency on social performance in microfinance investments. The working groups main activities are:
-exchange information on investor practices to advance social performance and client protection.
-build consensus on common social performance indicators for MFIs and an ESG reporting framework for MIVs.
-coordinate different social performance initiatives involving investors.
-engage with other related investor initiatives such as UN PRI, LUXflag labels and impact investing community
Progress Update
-In 2009, the working group reached agreement on a core set of 10 social performance indicators that social investors/MIVs request MFIs to report on, starting in 2010, based on 2009 data.
-The group also developed ESG indicators that will, in 2010, be included in the revised MIV disclosure guidelines.
-Members of the group have actively contributed to the CGAP technical guide for investors on implementing the client protection principles.
-The report of the working group’s last meeting in Madrid is available.
Next Steps
-Investors commit to continue to exchange information on ways to track MFIs client protection.
-The working group will review the experience with the core set of indicators, with feedback from their investees, at the next Investors’ Roundtable at the annual SPTF meeting in June 2010.
-With CGAP support, the group will continue to work on ESG standards and refine ESG disclosures for MIVs.
-exchange information on investor practices to advance social performance and client protection.
-build consensus on common social performance indicators for MFIs and an ESG reporting framework for MIVs.
-coordinate different social performance initiatives involving investors.
-engage with other related investor initiatives such as UN PRI, LUXflag labels and impact investing community
Progress Update
-In 2009, the working group reached agreement on a core set of 10 social performance indicators that social investors/MIVs request MFIs to report on, starting in 2010, based on 2009 data.
-The group also developed ESG indicators that will, in 2010, be included in the revised MIV disclosure guidelines.
-Members of the group have actively contributed to the CGAP technical guide for investors on implementing the client protection principles.
-The report of the working group’s last meeting in Madrid is available.
Next Steps
-Investors commit to continue to exchange information on ways to track MFIs client protection.
-The working group will review the experience with the core set of indicators, with feedback from their investees, at the next Investors’ Roundtable at the annual SPTF meeting in June 2010.
-With CGAP support, the group will continue to work on ESG standards and refine ESG disclosures for MIVs.
Discussion Forum
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Comment Wall
Comment
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Comment by Isabelle Barres on October 11, 2009 at 3:19pm -
Excuse the posting - I realize that Alexia may not be on this group.
Laura, do we have the list of all investors point persons for the SPTF so that we can encourage them to participate in this working group and revive it?
best-
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Comment by Isabelle Barres on October 11, 2009 at 3:17pm
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Hi Alexia,
Is there a more detailed workplan for this group at this stage?
Best,
Isabelle
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Comment by Laura Foose on September 24, 2009 at 10:52am
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Hi Investors,
Just want to make sure that you saw the announcement on New Tool for Investors: Implementing the Client Protection Principles
Just this month, CGAP released a new tool for investors to promote the integration of client protection principles in their internal systems and processes. The Guide for Investors presents seven recommended action steps that follow approaches and sample templates currently in use or under development by investors and fund managers. http://www.centerforfinancialinclusion.org/Page.aspx?pid=1821
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Investors roundtable June 4_Madrid_notes (2).pdfDear Investors,
Thank you to many of you for attending the Investor round table on responsible finance in Madrid. The meeting was part of the Social Performance Task Force week in June and organized with the valuable support of AECID.
The workshop combined presentations on the SRI market as well as debate and exchanges on the implementation of client protection, social performance reporting and MIV disclosures. Thanks to the preparatory work of the different investor working groups, the meeting was very productive. We came up with a clear vision and a concrete work plan to advance our responsible finance agenda.
Please find attached a summary of the discussions with conclusions and next steps. For those of you who attended this meeting you already received these minutes, but I wanted to take the opportunity to send it to all the investors who are part of the social performance task force so that you are aware of the ongoing work.
We will be providing an update on the working groups in the coming weeks and welcome your participation and feedback.
Best to you,
Laura Foose
Chair
Social Performance Task Force
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Comment by Social Performance Task Force on April 29, 2009 at 7:46pm - SPTF-090301-Social Investors Working Group of the SPTF.doc
About
Events
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Microfinance Investment Summit Geneva Edition
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SA-DHAN Conference: "Financial Inclusion and Responsible Microfinance"
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Community-managed Microfinance: A New and Sustainable Approach to Microfinance for the Poor
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8th Annual Microfinance & the Capital Markets Conference
March 22, 2010 at 6pm to March 23, 2010 at 7pm – New York City
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6th Bi Annual Conference on Microfinance Development
March 24, 2010 at 6pm to March 27, 2010 at 7pm – Dire Dawa, Ethiopia
SP Indicators Blog
The Social Performance Indicators Blog aims to serve as a platform for learning and exchange on topics related to social performance in microfinance. Each week we will address a different subject related to social performance measurement by interviewing relevant stakeholders, with the purpose of gaining a deeper understanding of how to assess the social performance of microfinance institutions (MFIs) and contributing to the need for information and greater transparency within the industry. www.spblog.org
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