Assessments

Environmental, Social and Governance Assessment

The ESG Assessment provides an opinion on an organization’s systems and practices related to Environmental, Social and Governance aspects.

Impact Assessment

The Impact Assessment service measures indicators of outcome – the impact of clients’ lives that is plausibly associated with the financial service provider’s services – using the data already collected by the financial institution and/or additional data collected through a client survey. The indicators used to measure change are aligned to the Universal Outcome Indicators defined by the Social Performance Task Force (SPTF) and to the United Nations Sustainable Development Goals (UN SDGs) which will be adapted based on the Financial Service Provider’s (FSP) mission or theory of change.

Consumer Protection Assessment

MFR is the sole assessment company accredited by GOGLA to conduct GOGLA Consumer Protection Third Party Assessments (hereinafter Consumer Protection Assessments) of Off-grid Solar Companies. GOGLA is the global association for the off-grid solar energy industry.

Second Party Opinion

The Second Party Opinion (SPO) provides an expert assessment of a Green, Social, or Sustainability Bond framework against the International Capital Market Association (ICMA) principles. 

Institutional diagnostic

The Institutional Diagnostic assesses the level of development of the financial service provider through a detailed analysis of institutional aspects, operations, systems and controls and comparison with international best practices.

Due Diligence

MFR offers an independent and confidential due diligence service fully customized to investors’ objectives, criteria and tools. MFR’s due diligence service benefits from MFR’s expertise as a rating agency and is designed to respond to investors’ needs of lean reporting.

Country Study

The Country Study provides an overview of how conducive to investments a specific market is, with a focus on regulation/supervision and the functioning of the financial/microfinance sector. It also provides a screening of the main market players, mapping out the most promising financial service providers and those that might represent a good fit for investment and/or technical assistance.

Loan Portfolio Audit

The loan portfolio audit enables stakeholders to understand the risks inherent in a financial service provider’s loan portfolio, and the systems and procedures used to mitigate this risk.

Client Survey and Focus Group Discussions

Analysis of results through the collection of verified and complete primary information on the clients’ socio-economic profile and direct client feedback on the quality of the services and of the interaction with the financial service provider.