Resource Type
Guidance and Tools

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"O capítulo andino e o capítulo brasileiro criaram um relatório em conjunto que fornece uma visão geral do setor de inclusão financeira na América Latina, com foco no México e no Brasil. O relatório inclui um infográfico do cenário da inclusão financeira nos dois países, usando fatos e números apresentados ao longo de nossas reuniões e mesas-redondas do Learning Lab de Métricas.

Além disso, o relatório apresenta 3 tópicos relevantes sobre inclusão financeira: produtos e serviços financeiros centrados no usuário, infraestrutura necessária para acesso aos serviços financeiros e educação financeira. Cada tópico oferece uma introdução por especialistas e estudos de caso de diversos projetos na América Latina."

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"Este reporte recoge los datos más relevantes en ambos países que se dieron a conocer en el marco del Laboratorio de Aprendizaje, así como las voces de los expertos y una serie de casos de estudio de diversas organizaciones en Latinoamérica enfocados en tres temáticas: Infraestructura necesaria para el acceso a servicios financieros, Educación Financiera y Diseño de productos y servicios centrados en el usuario."

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"The publication discusses the market potentials, constraints, and necessary policy instruments for an enabling environment for inclusive business. Included in the report are: a profile of inclusive business initiatives, the market size of the base of the pyramid, and an analysis of each inclusive business ecosystem in every Asia-Pacific Economic Cooperation (APEC) economy. There is also a recommended a framework to guide future work on inclusive business under the APEC regional economic cooperation agenda."

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"This study explores how the social entrepreneurship ecosystem can unite to develop an action plan on gender lens incubation and investing for enterprises focused on the low income market segment in India. It takes an international perspective with a geographical focus on India an emerging leader in innovation for the bottom of the pyramid (BOP) and is supported by examples of such innovative high impact, sustainable enterprises."

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"The following document presents five case studies to demonstrate how a diverse group of organizations have developed sound impact measurement practices, including how the seven guidelines are being applied in the organization, as well as the organization’s impact measurement practices, the contextual factors that shaped their impact measurement approach, how they involved key stakeholders along the way, and key “impact measurement lessons.” These case studies – which are highly diverse in nature – aim to help investors and investees translate the seven guidelines for impact measurement into an impact measurement approach that is right for them."

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"This handbook provides investors, businesses and private sector development practitioners with an overview of tools and methods for effective and appropriately tailored data collection for impact measurement and management. It builds on the recognition that the methods of larger, independent impact evaluations of, for example, government-funded programmes rarely lend themselves well to a private sector context. In reviewing select private sector-relevant tools and methods, it draws out how such tools can deliver impact insights while often feeding valuable business intelligence back into companies."

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"This primer provides family enterprises with clear explanations of the "why," "how," and "what" of impact investing. The following pages will illuminate the diversity of the impact investing marketplace as it exists today, and provide families with a basic understanding of how they can start making more impact investments more effectively."

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"The Impact Management Project (IMP) provides a forum for building global consensus on how to measure, manage and report impacts on sustainability. It is relevant for enterprises and investors who want to manage environmental, social and governance (ESG) risks, as well as those who also want to contribute positively to global goals."

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"Unitus Seed Fund has published a guide that has combined the methodology and approach the organization applied to designing to an impact measurement framework and consists of templates by sector for multiple types of businesses that can be downloaded for use."

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"Impact assessment is a key component of managing an impact investment portfolio, and many investors today are building methodologies that bring value
beyond simply reporting outcomes.

For many investors, the impact goal is the common thread across a portfolio of various sector, geography and instrument types and this diversification can make choosing an impact assessment methodology challenging. As such, the process for developing a methodology is often an iterative one, refined with experience and data over time.

To help inform that iterative process, this research presents sixty-eight case studies from twenty-one leading impact investors that share best practice and
debated viewpoints on impact assessment along the investment process."

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