Cerise+SPTF offers a unique blend of free public-good resources and customizable fee-for-service support, all tailored to help you achieve your social and environmental performance goals.
We support a wide cross-section of stakeholders from all over the world: financial service providers, social businesses, impact investors, networks, professional associations, regulators, and donors.
- As a Public Good, access high-quality tools, benchmarks, data insights, and guidance to strengthen your due diligence, monitor performance, and align with global standards.
- Through Fee-for-Service, partner with us for tailored technical assistance, portfolio analyses, training, and implementation support to address specific needs and deepen impact.
KNOWLEDGE & REFERENCE FRAMEWORKS
Building on lessons learned by practitioners around the globe, Cerise+STF provides comprehensive manuals that define management standards for responsible and inclusive finance:
Evaluation tools to conduct due diligence and monitoring, in a harmonized way, aligned with international standards and framework (e.g., ESG, impact measurement and management, client protection, and digital financial services).
Implementation resources to help investors and investees address gap areas uncovered by evaluations:
- Introductory e-learning courses
- Sector trends and news
- Technical resources (guides, policies, case studies, research papers, etc.)
- Local experts available for field support
- Technical assistance funding
ASSESSMENT & MONITORING
Conduct direct assessments including due diligence and monitoring to ensure responsible investment and management, in line with international standards of ESG, client protection and responsible finance.
Choose your assessment tool on SPI Online:
- ESG Risk – Measure ESG compliance, manage social and environmental risks
- ALINUS – Make and monitor investments that are responsible, inclusive and high-impact
- Client Protection (CP Commit, CP Full)
- Digital Financial Services Standards Evaluation Tool
We provide assistance with data collection in due-diligence and monitoring, including due diligence with third-party partners, using internal tools or SPI Online tools.
Our services cover:
- ESG due diligences
- ESG/regulatory reporting.
- ESG/ALINUS assessments and/or third-party validations of practice, with qualified partner auditors from the Social and Environmental Performance Management Professionals Network (the SEPM Pros Network)
- Portfolio data collection and analysis
→ Request more information
Assess investees’ engagement levels on ESG, Client Protection, responsible provision of Digital Financial Services, and identify gaps. We provide investor portfolio mapping via SPI Online data.
→ Request more information
CAPACITY BUILDING
Cerise+SPTF hosts free introductory e-learning courses to develop knowledge and skills in Social and Environmental Performance Management, Client Protection, and Responsible Digital Finance.
The introductory courses (Level 1) are:
- hosted in several langauges: English, Spanish, and French,
- adapted to all profiles and types of organizations: financial service providers, investors, technical assistance providers, consultants, NGOs, networks…
- full of great online resources: videos, interactive presentations, quiz…
- self-paced and asynchronous available at any time,
- with no prerequisites,
- and completely free!
To go deeper into learning and building skills, Cerise+SPTF organizes cohort-based e-learning courses on specific dates (Level 2).
Level 2 offers:
- 9 weeks of courses led by an experienced instructor,
- Demanding conditions and peer exchange to advance your learning: mandatory virtual classes, a discussion forum, and scored assignments,
- a Training Certificate at the course completion!
- Price: €800/person
- Prerequisite: complete Level 1
Cerise+SPTF also offers on-demand personalized training sessions (in-person or online), and private e-learning cohorts adapted to the specific needs of some organizations looking to train multiple stakeholders. Our team of highly qualified experts designs tailor-made training programs on Social and Environmental Performance Management, Client Protection, Responsible Digital Finance, Outcomes & Impact Measurement and Management (IMM).
→ Request a training
DATA & BENCHMARKING
Cerise+SPTF public-good assessments tools and technical resources support inclusive finance stakeholders to reduce data collection time, simplify reporting, and coordinate among investors.
- We maintain our Standards up to date.
- We provide online assistance to help users navigate resources, use assessment tools, and get the most out of SPI Online’s features.
- We assign a quality score to SPI Online audits to ensure high-quality public benchmarking funtionalities.
- We share SPI Online benchmarks and “state of practice” reports.
We conduct in-depth quality control of SPI Online audits, for reliable data to support decisions.
This includes:
- Review quality of investor audits and identify training needs.
- Commissioned review of third-party assessments.
→ Request assistance on data quality
We analyze investees or portfolio against benchmarks to identify improvement opportunities.
→ Request a custom benchmark
We offer an API (Application Programming Interface) so you can retrieve your data from SPI Online.
Our services include:
- API access and CSV/Excel exports.
- Transfer data from SPI Online to internal systems.
- Link to sector databases aggregation, sharing, and analysis.
→ Learn more
TECHNICAL ASSISTANCE
Financial service providers can apply to get training and project co-funding through our regional Responsible Inclusive Finance Facilities (RIFF) in Sub-Saharan Africa, Southeast Asia, Central America and the Caribbean.
We support investee financial service providers in implementing their social and environmental strategies in key areas (e.g., ESG, customer protection, digital finance, green policies, outcomes…) through regular, localized assistance by:
- Qualified field-based experts from the SEPM Professionals Network → Find an expert in my region
- Cerise+SPTF experts available for TA → Request custom TA