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Guide GPSE
Découvrez notre Guide de Gestion de la Performance Sociale et Environnementale
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Case studies & Field examples
Incofin Defines Responsible Growth
Briefly explains how Incofin's investment strategy takes into account different definitions of "responsible growth" according to financial service provider and market conditions.
Case studies & Field examples
Financial Service Providers in Serbia and Bosnia-Herzegovina Monitor Market Saturation and Over-indebtedness Risk
Provides 2 examples of practices financial service providers use to detect over-indebtedness and market saturation risk.
Guidelines
Using Global Data to Calculate Market Potential
Explains a method for using Global Findex data to estimate the market size.
Guidelines
Analyze Internal Factors to Inform your Growth Policy
Table provides recommendations for internal factors that should be assessed to ensure adequate capacity to support targeted growth.
Guidelines
Analyze External Factors to Inform your Growth Policy
Table provides recommendations for different external factors to analyze, how to analyze them, and sources of information.
Case studies & Field examples
Caja Morelia Valladolid Protects Client Data
Describes the system upgrades performed by Caja Morelia to increase data security and protect client data and privacy. Is drawn from a more in-depth case "Customized IT at Caja Morelia Safeguards Client Data".
Case studies & Field examples
How Unauthorized Data Sharing Can Hurt Your Institution
Fictionalized story based on real events in India that demonstrate the risks of using client data and images without consent
Tools & Templates
Sample Data Privacy Agreement and Sample Privacy Agreement
Example of a privacy statement and data privacy agreement that can be adapted to local laws and norms.
Tools & Templates
Sample Consent Form for Sharing Client Data
Example of a client consent form for use of data.
Case studies & Field examples
Codes of Ethics: Examples from Fundación Paraguaya
Provides an example of a code of ethics from Fundación Paraguaya.
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