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Micol Pistelli, Manager Social Performance Standards, MIX

Reporting on Social Performance Standards Bern, 2010 SPTF Meeting. Micol Pistelli, Manager Social Performance Standards, MIX. Profile of the 208 MFIs reporting on SPS in 2009. 40% of MFIs reporting are from LAC

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Micol Pistelli, Manager Social Performance Standards, MIX

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  1. Reporting on Social Performance Standards Bern, 2010 SPTF Meeting Micol Pistelli, Manager Social Performance Standards, MIX

  2. Profile of the 208 MFIs reporting on SPS in 2009 • 40% of MFIs reporting are from LAC • 52% of MFIs reporting are NGOs

  3. % MFIs on MIX Market reporting on SPS

  4. Mission clarity • Top development goals by MFI’s type • Banks:1. income and productivity growth, business growth (100%), 2.employment generation (82%), 3.Poverty reduction (73%) • NGOs: 1.poverty reduction (90%); 2. business growth (81%); 3. employment generation (71%) • NBFIs:1. business growth (86%); 2. poverty reduction (80%); 3. income and productivity growth (52%) • Cooperatives: 1. employment creation (88%); 2dev. start up enterprises (75%); 3.poverty reduction, income and productivity growth (62%)

  5. Tools for market research • 91% of MFIs do market research to identify the needs of clients and potential clients

  6. Drop-out rates • Average drop-out is 27% • Dropouts higher for NGOs (avg. 28%) and NBFIs (30%); Banks (18%); cooperatives (7%) • Location (political context and competition) matter • Higher dropouts registered in MENA (57% of MFIs are above market average), followed by Asia (43%), ECA (43%), LAC (29%) and Africa (27%)

  7. Client protection principles – policies implementation • The table shows the % of policies applied by each type of MFI for each CP principle • Banks appear the best positioned to apply the greatest number of policies for each CP principle • Overall MFIs have >50% of policies in place for each CP principle

  8. Targeting the poor and measurement • Low income clients is the main target of all types of MFIs • The very poor are the target market mostly of NGOs • Overall, 31% of MFIs reported poverty data • Of the 174 MFIs having poverty reduction as a specific objective, only 37% reported poverty data • Tools most used are household income and household expenditure. 14 MFIs reported data using PPI (mostly from LAC) • Poverty data reporting by region: Asia (51%), Africa (47%), LAC (28%), ECA (27%) MENA (24%)

  9. Challenges on reporting/data validation and analysis Reporting: • Not enough data on poverty profile of clients and progress out of poverty • General lack of data on outreach of non financial services, employment creation, children at school Data validation: • 16% of reporting MFIs had a social rating in 2009 • Social audits, if verified by a third party, may validate a core set of SPM indicators, but work still in progress • Investors starting to track SP core indicators in their due-diligence (but harmonization is needed) Data analysis: • Still issues of data quality • Linkages between Process and Results are sometimes unclear (is this a function of data quality?)

  10. MIX agenda on social performance standards in 2010 • SPS data collection through September 2010 • Strengthen data validation process through collaboration with raters and auditors • Global analysis on social performance and analysis on synergies and tradeoffs with financial performance • ` • Inclusion of social performance data display on MIX Market • Change of the systems of diamonds of transparency to include SP reporting • Social performance information integrated in regional analysis

  11. Thank you! For more information about MIX Social Performance Program please contact: Ms. Micol Pistelli at mpistelli@themix.org And visit our website: http://www.themix.org/standards/social-performance

  12. MICROFINANCE INFORMATION EXCHANGE, INC. The leading provider of business information and data services for the microfinance industry. Web: www.themix.org Email: info@themix.org Headquarters: 1901 Pennsylvania Ave., NW, Suite 307 Washington, D.C. 20006 USA Other Locations Lima, Peru ● Rabat, Morocco ● Hyderabad, India

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