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Impax Asset Management

PRI reporting framework 2019

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You are in Direct - Inclusive Finance » PIIF Principle 1: Range of services

PIIF Principle 1: Range of services

IFD 07. Tracking microfinance investees portfolio

Possible action:

Develop and extend the range of financial services available to low-income populations. Extensions could include savings, loans, insurance, payment services, remittance facilities and pension plans.

07.1. Indicate if you track the percentage of your microfinance investees' portfolio that is in microenterprise loans.

07.2. Indicate if you track the percentage of your microfinance investees’ portfolio that is in loans for immediate household needs (i.e. consumer loans).

07.3. Indicate if you track the percentage of your investees' portfolio in housing loans.

07.4. Additional information. [Optional]


IFD 08. Support financial services beyond credit, compulsory savings and/or compulsory insurance

08.1. In your microfinance portfolio, indicate if you support the provision of financial services beyond credit, compulsory savings and/or compulsory insurance.

08.3. Additional information. [Optional]


IFD 09. Support the introduction of services tailored to the ‘poor’, ‘very poor’ and ‘low income’

Possible action:

Encourage providers to introduce innovative products tailored to needs of low-income clients.

Encourage providers to expand their service offering to more remote areas and more vulnerable populations.

09.1. Indicate if you support the introduction of services tailored to the following client groups.

Client groups

Yes/No

The very poor
The poor
Low income clients

Other, specify

          
        

09.2. Indicate if you collect data regarding the percentage or number of total active clients that are:

Rural

Urban

Female

09.3. Additional information.


IFD 10. Technical assistance to investees

Possible action:

Supporting retail providers.

10.1. Indicate if you provide technical assistance to your investees.

10.2. Additional information.

IAM LLC has, on occasion, consulted with potential microfinance investees regarding how they could widen their investor based by issuing notes that are eligible for inclusion in mutual fund products. As an example, we worked with Envest Microfinance to obtain daily pricing for its new note offering, which enabled our investment. A brief description of this effort can be found on the Envest Microfinance website: < https://investwithvalues.com/news/envest-microfinance/ >


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