Universal Standards for Social Performance Management

A comprehensive manual of best practices that helps financial service providers put customers at the center of all strategic and operational decisions

Name of Parent Organization

Social Performance Task Force (SPTF)

Name of Resource

Owner, Founder, or Sponsor

Social Performance Task Force (SPTF)
various inclusive finance stakeholders

Year Founded

2012

Typical Use Case

A financial service provider can access in one document the best practices used throughout the industry to clarify and standardize social performance management and put clients at the center of all decisions. An investor can encourage financial service provider investees to implement the standards to ensure investee implements best practices and that those can be measured and compared with the performance of other organizations around the world. A regulator can base regulation/law for financial institutions on the standards.

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