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Guidelines for Implementing the Joint Statement

Final Version:

Past Versions:

  • None at this time

These guidelines propose a set of minimum actions investors can take to drive implementation of client protection standards among investees, as well as examples of implementation. Signatories of the joint statement (who have committed to reporting what actions they have taken during the investment process to drive client protection uptake) will find these guidelines particularly useful.

These documents were developed in close cooperation over many months by asset managers and investors in the financial inclusion industry.  

We particularly wish to thank for their active sub-group contributions Christophe Bochatay of Triple Jump, Chiara Pescatori of LMDF, Edouard Sers of Grameen Crédit Agricole Foundation, Frank Streppel and Tatiana Kalinina of Triodos, and Gaëlle Guignard of Incofin, 

If you have any questions about this document, please contact Anne-Laure Behaghel at annelaure@sptfnetwork.org.

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Practical Dreamers

Cerise+SPTF are practical dreamers. Since our origins in the late 1990s-early 2000s (when inclusive finance was better known as microfinance), there has been steadily growing interest in social performance: in making sure that vulnerable low-income clients are not exploited, and that products and services help create better lives. Many organizations have published high-level principles and frameworks. Cerise+SPTF translate those aspirations into concrete, practical actions.
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Cerise+SPTF is a joint venture between SPTF | US, SPTF | Europe, and Cerise. Cerise+SPTF pursues a common strategic plan and shares resources under a Memorandum of Understanding. For legal purposes, we remain three separate entities incorporated in, and subject to the laws of, our respective home countries.