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Quiz: True or False?

Quiz: True or False?. True or False?. 1. The Universal Standards for Social Performance Management (USSPM) do not include the Client Protection Principles. True or False?.

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Quiz: True or False?

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  1. Quiz: True or False?

  2. True or False? 1. The Universal Standards for Social Performance Management (USSPM) do not include the Client Protection Principles.

  3. True or False? 2. Responsible investors committed to financial inclusion can use the Universal Standards for Social Performance Management as a self-audit and public reporting tool.

  4. True or False? 3. MFTransparency’stool draws a line where interest rates should be.

  5. Responsible Microfinance: Where Do We Stand?

  6. * Producing a common data collection tool and data exchange platform to streamline data reporting for MFIs* Conducting industry mapping of TA providers and training resources to identify gaps in technical assistance for MFIs* Working with funders to support responsible inclusive finance infrastructure* Conducting joint workshops and trainings on responsible inclusive finance for multiple stakeholder audiences Responsible Inclusive Finance Working Group Collaborating to streamline efforts, avoid duplication and reduce confusion of the various resources and tools related to responsible inclusive finance.

  7. Responsible Inclusive Finance Every institution along the value chain of “responsible inclusive finance” – whether socially or financially motivated – employs responsible, client-centric practices at every level of its business and demonstrates commitment to fulfilling its mission.

  8. Responsible Inclusive Finance SOCIAL PERFORMANCE MANAGEMENT CLIENT PROTECTION Applicable to all financial institutions Applicable to institutions with a double-bottom line • Prevent harm to clients • Assures transparent, respectful, and prudent financial services to all clients • Ensures institutional focus on client well-being • Measures progress against social goals • Balances financial and social objectives • Includes client protection

  9. RIF: From Intent to Action CLIENT PROTECTION SOCIAL PERFORMANCE POVERTY FOCUS

  10. RIF: From Intent to Action Who should be involved? Board members, management, field officers • Smart Campaign Client Protection Principles • MFTransparency10 Steps for Pricing Transparency CLIENT PROTECTION • Universal Standards for Social Performance Management • Principles for Investors in Inclusive Finance SOCIAL PERFORMANCE POVERTY FOCUS • Truelift learning guide

  11. RIF: From Intent to Action • Assess Who should be involved? Board members, management • Smart Getting Started Questionnaire • Smart Assessments • MFT Calculating Transparent Pricing Tool v2.2 CLIENT PROTECTION • SPI-4 Audit Tool • - Can self-assess performance against Universal Standards • - Evaluates indicators for social performance management • and client protection • - Coordinated with common data collection tool of MIX, • investors and raters • MIX Market regional reports, cross-market analysis • and social performance analysis SOCIAL PERFORMANCE • Truelift Self-Assessment POVERTY FOCUS

  12. RIF: From Intent to Action • Plan Who should be involved? Board members, management • Develop an action plan – what would you address first? This includes: • Defining mission, target clients and goals • Incorporating plan into board agenda • Incorporating SPM plan into overall business plan • Collaborate with regional and national networks for training and peer-learning • Connect with technical assistance providers ALL TRACKS

  13. RIF: From Intent to Action • Implement Who should be involved? Board members, management, field officers • Smart tools • Report pricing through MFT Data Collection Tool CLIENT PROTECTION • Universal Standards Implementation Series • SPTF Resource Center – case studies, templates • Report data to MIX SOCIAL PERFORMANCE POVERTY FOCUS • Truelift Community of Practice

  14. RIF: From Intent to Action • Demonstrate Who should be involved? Board members, management • Smart Campaign Client Protection certification • Smart Assessment • MFTransparencySeal of Transparency CLIENT PROTECTION • Social ratings • Microfinance Institutional Rating • MIX Star MFI Recognition SOCIAL PERFORMANCE • TrueliftMilestones (Aspirant, Emerging, • Achiever, Leader) POVERTY FOCUS

  15. Q&A

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