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Social Performance: Update for Investors

Social Performance: Update for Investors. May 10, 2011. Agenda. Provide an update on the activities of the Social Investor Working Group Update on Principles for Investors in Inclusive Finance Solicit input for the agenda of the Investor Roundtable at the SPTF Annual Meeting.

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Social Performance: Update for Investors

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  1. Social Performance: Update for Investors May 10, 2011

  2. Agenda • Provide an update on the activities of the Social Investor Working Group • Update on Principles for Investors in Inclusive Finance • Solicit input for the agenda of the Investor Roundtable at the SPTF Annual Meeting

  3. Four action groups were created within the Social Investor Working Group • Profiling microfinance investment vehicles • Tool sharing and harmonization • Country level analysis of market over- indebtedness • Microfinance investment vehicle ratings

  4. Profiling microfinance investment vehicles

  5. Tool sharing and harmonization

  6. Country level analysis of market over-indebtedness

  7. Microfinance investment vehicle ratings

  8. Agenda • Provide an update on the activities of the Social Investor Working Group • Update on Principles for Investors in Inclusive Finance • Solicit input for the agenda of the Investor Roundtable at the SPTF Annual Meeting

  9. Principles for Investors in Inclusive Finance

  10. Principles for Investors in Inclusive Finance Range of services Client protection Fair treatment Responsible investment Transparency Balanced returns Standards

  11. PIIF

  12. PIIF work stream activities Webinars PRI in Practice case studies Publications PRI in person Assessment Working groups and networks

  13. Possible framework entry and design Entry for indirect investors Entry for direct investors Listed equity PRI Core reporting indicators Fixed income Private equity Infrastructure Property Microfinance Hedge funds Commodities Themed For reference, coloured ‘supplements’ will be developed for 2012

  14. Outputs Reporting framework outline Signatory specific transparency reports Phase 2 Listed equity PRI Core reporting indicators Fixed income Phase 3 Phase 1 PRI Report on Progress report PRI data gathering tool development & communication PRI defines reporting objectives and approach Private equity Infrastructure Property Microfinance Commodities Themed Hedge funds PRI data analytics tool PRI reporting assistance and guidance development (Possibly) scoring/ benchmarking reports

  15. Agenda • Provide an update on the activities of the Social Investor Working Group • Update on Principles for Investors in Inclusive Finance • Solicit input for the agenda of the Investor Roundtable at the SPTF Annual Meeting

  16. Investor Roundtable at the 2011 SPTF Annual Meeting Date of Investor Roundtable: Monday June20, 2011, 10:00-17:00 concluded by reception of Mayor Location: Den Bosch, Netherlands Agenda: • Focus of roundtable is on responsible behaviour of MIVs and implementing PIIFs. • We invite comments/ideas on draft agenda and potential contributions.

  17. Participate in upcoming Social Performance Task Force webinars • May 19, 10:00am: MIX Market, Presentation of Research on “Responsible” Growth and Returns • May 18, 24, 25 in three time zones: Introduction to SPTF Universal Standards for Social Performance for MFIs – overview of proposed standards and explanation of SPTF comment period • June 2: Introduction to the NEW SPTF website which provides overview of all resources available – Investor toolkit • June 7, 10:00am: MIX Market, Research results on “Responsible Efficiency” and the “Integration of Social Performance and Financial Performance”

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