Donors and Investors

The set of topics within this section addresses issues relating to the supply of financial services for low income and poor clients.

Today a broad range of cross-border and local funders invest commercially or contribute philanthropic or public funds to financial inclusion. Several topics here address the landscape of grant funding and commercial investment; how to invest effectively; and commercial microfinance valuations.

The balance between commercial imperatives and social objectives goes to the core purpose and origins of microfinance and financial inclusion. This section also offers commentary and further resources on issues of concern to providers of financial services for low income and poor clients including social performance; MFI governance; and the emerging topic of responsible finance.

Publications

02 July 2014
This Technical Guide is aimed at funders interested in analyzing their effectiveness in financial inclusion. It describes the methodology of the SmartAid Index and explains how to use SmartAid.
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English (679.26 KB)
22 April 2014
This paper seeks to explore the concept of a responsible exit along four strategic decisions: the timing of the equity sale, buyer selection, the governance and use of shareholder agreements to achieve social objectives, and how social and financial returns are balanced when selecting among bids.
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English (654.21 KB)

From Our Blog

04 April 2014
In the second in our series on failure, we learn some key lessons from the Grameen Foundation's AppLab Money.
11 December 2013
Upon realizing that rural community water projects were often unsustainable due to poor accounting systems, Grundfos conceptualized a pay-as-you-go (PAYGO) model that improves community water management by increasing transparency and reducing the reliance on cash.