introducing spi4-alinus - cerise · universal standards of spm • a free tool for fsps to analyze...

Introducing SPI4-ALINUS

Photo:A.Alvarado

Photo:D.Maurel

thecommonsocialdatacollec.ontoolforALigning

INvestorsduediligencewiththeUniversalStandards

February17,2017BonnieBrusky&JurgenHammer

Whyareyouhere?

Associalinvestors,duediligenceisakeypartofwhatyoudo

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Acommonframeworkfortalkingaboutsocialperformanceinresponsibleinclusivefinance.

Managementprac.cesthathelpdoubleboIomlineins.tu.onsmeettheirgoals.

SPI4.xlsm

•  Adatacollec9onandassessmenttoolalignedthe

UniversalStandardsofSPM

•  AfreetoolforFSPstoanalyzetheirSPMprac.ces

•  Amodularmanagementandrepor9ngtool,SPI4helps

FIsdefinetheir“socialstatements”

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300SPI4auditscompleted

From88differentcountries

ALigningINvestorsduediligencewiththe

UniversalStandards

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EachparticipatingMIVselectedfromSPI4the

indicatorstheywishedtouseduringduediligence/

monitoring.

CERISEanalyzedthislist,andaskedMIVstoreconsider

theirchoiceswhentheyhadselectedindicatorsthatfew

otherMIVswereinterestedin.

Theseiterativeroundsofinputmadeitpossibleto

finalizealistof80indicatorsfromtheSPI4.

InJuly2016,SPI4revised,with20%fewerindicators.ALINUS2.0frozenat68indicatoruntil2020.

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DevelopmentofALINUS

www.cerise-spi4.org

Accessing

Demo

CONCENTRATE

CONVINCE

COMPILE

COMPARE

COMMUNICATE

CONCENTRATEonwhatcounts

AnalyzeresultsMakeinformedinvestmentdecisions

CONVINCEandguidepartnerstoimprove

ClearroadmapTechnicalresources

COMPILEresultsatthepor]oliolevel

Aggregateresultstoiden9fyprofilesorTAneeds

COMPAREtobenchmarks

Usebenchmarkstoguideinvestmentstrategyor

setperformancethresholds

COMMUNICATEusingacommonlanguage

ThevalueaddedofALINUS

CONCENTRATE

CONVINCE

COMPILE

COMPARE

COMMUNICATE

Q&AwithJurgenHammer

Whatnext?

www.cerise-spi4.org/alinus

Thankyou!

spi4@cerise-microfinance.org

CONCENTRATE CONVINCE COMPILE COMPARE COMMUNICATE