White Paper
Responsible Investment in Inclusive Finance Case Studies
Introduction to each of the seven Principles for Investors in Inclusive Finance (PIIF), accompanied by nine case studies that demonstrate how investment manager signatories are implementing policies and procedures in the field of inclusive finance.
Executive Summary
Inclusive finance focuses on expanding access to financial services and products to poor and vulnerable populations, micro- and small enterprises, and those otherwise excluded from affordable and responsible financial products and services. This encompasses a wide range of financial services including savings, credit, insurance, remittances and payments.
Microfinance investors are a diverse group. They have different business models, priorities and institutional capacities. This document offers some guidance regarding the interpretation of the Principles, and shares examples from founding signatories who are in the process of implementing the Principles, adherence to which will be monitored via the annual PRI Reporting Framework. These case studies are shared in the spirit of facilitating mutual learning and co-development of responsible practices and standards in this nascent area over time.
Its structure consists of an introduction to each of the seven Principles for Investors in Inclusive Finance (PIIF), accompanied by nine case studies that demonstrate how investment manager signatories are implementing responsible investment-related policies and procedures in the field of inclusive finance. This compendium highlights how PIIF founding signatories that are directly investing in inclusive finance have approached the Principles in the first year.
