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Grameen Crédit Agricole Microfinance Foundation (Delisted)

PRI reporting framework 2017

Basic Information [OO 01 - 09] Gateway asset class implementation indicators [OO 10 - 12]

Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Implementation not in other modules [SG 12 - 16] Innovation [SG 17]

Direct - Inclusive Finance

Context [IFD 01 - 06] PIIF Principle 1: Range of services [IFD 07 - 10] PIIF Principle 2: Client protection [IFD 11 - 13] PIIF Principle 3: Fair treatment [IFD 14 - 17] PIIF Principle 4: Responsible investment [IFD 18 - 24] PIIF Principle 5: Transparency [IFD 25 - 27] PIIF Principle 7: Standards [IFD 32 - 34]

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You are in Direct - Inclusive Finance » PIIF Principle 6: Balanced returns

PIIF Principle 6: Balanced returns

IFD 28. How social performance of investees affects decision making and portfolio management

Possible action:

Strive for a balanced long-term social and financial risk-adjusted return that recognises the interests of clients, retail providers and investors.

28.1. Indicate if the social performance of investees affects your:

Investment decision making

Yes

28.2. Explain how social performance of investees affects investment decision making.

Social performance indicators are part of the MFI eligibility criteria

Satisfying social performance indicators support a approval throughout the loan approval cycle, including final presentation and recommendation to the Projet Committee; it may partially compensate for weaknesses in financial performance

Portfolio management

Yes

28.3. Explain how social performance of investees affects portfolio management.

We follow aggregated portfolio data on social indicators such as rural outreach, average loan size, % of women, interest rate differentials,

28.4. Additional information. [Optional]

IFD 29. Staff incentives linked to social performance measures (Private)

IFD 30. Collecting data regarding social outcomes of investees work (Private)

IFD 31. Incentivise investees to track social performance

Possible action:

Strive for a balanced long-term social and financial risk-adjusted return that recognises the interests of clients, retail providers and investors.

31.1. Indicate if you incentivise investees to track social performance.

Yes

31.2. Explain how you incentivise investees to track social performance.

SMART CPP evaluation, PPI usage, reporting to MIX, full SPI4 reporting to the Foundation 6 months after loan disbursement are part of loan documentation

31.3. Additional information.

Mandatory social reporting based on SPI4 to the Foundation, within 6 months after disbursement. But no financial incentive yet if they do.

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