The Financial Inclusion Equity Council (FIEC) developed the following roadmap to assist FIEC members in clarifying and advancing social performance initiatives.

This tool outlines the high-level steps an institution must take to implement three key social performance initiatives, namely the Smart Campaign Client Protection Principles, the Universal Standards for Social Performance Management, and the Global Impact Investing Rating System. As such, it is designed to help investors better gauge an institution’s commitment to social performance and better track its progress in implementing these three initiatives. It is particularly suited to assist investors in working with the boards of these institutions or as part of due diligence.

FIEC Social Performance Roadmap