Assessment of the Sustainable Performance of SME Finance Service Providers, Brief No.8

Prepared by Lucia Spaggiari, MFR, in collaboration with the e-MFP Investor Action Group and the Social Performance Task Force (SPTF) Social Investors Working Group, October 2018.

The primary goal of this study is to provide a framework for investors to assess the sustainable performance of SME FSPs. By doing so, the study also provides some guidance to SME FSPs on good ESMS practices. In Assessment of the Sustainable Performance of SME Finance Service Providers the proposed approach offers modular options to investors willing to assess the sustainable performance of SME finance institutions. The suggested metrics adapt the SPTF Universal Standards of Social Performance Management to the different goals, language and needs of SME banks and other SME finance institutions.