Portfolio Reviews : Resource Guide for Funders

A portfolio review analyses the composition of the microfinance portfolio and the performance of individual projects across the portfolio to assess whether a funder delivers on its microfinance strategy. Combining these two perspectives provides a comprehensive analysis of whether a funder is on the right track to achieve the overall objectives it has set for its microfinance operations. This technical guide presents the portfolio review as an evaluation method that can help funders learn from what they fund. Microfinance portfolio reviews first appeared in the 1990s as an evaluation method that compares the performance of microfinance projects across a funder's portfolio. This technical guide is meant to be a reference document for staff of donors and investors who design and implement portfolio reviews, as well as for the evaluation teams who perform the reviews. It is organized as follows: section two describes the objectives and characteristics of a portfolio review; section three discusses the questions a portfolio review can help answer; section four describes a step-by-step process of a typical portfolio review; section five offers practical advice on how to implement a portfolio review; and the annexes include template terms of reference (TOR), template interview checklists, and a sample outline for the final report.

Bibliographic Details

Main Authors:	Scola-Gähwiler, Barbara, Nègre, Alice
Format:	Publication biblioteca
Language:	English en_US
Published:	CGAP/World Bank, Washington, DC 2012-12
Subjects:	ACCOUNTING, ACTION PLAN, AVAILABILITY OF DATA, BENEFICIARIES, BENEFICIARY, BUDGET CONSTRAINTS, CENTRAL BANK, COLLECTION PROCESS, CONFIDENTIALITY, CONFLICTS OF INTEREST, COUNTERFACTUAL, CREDIBILITY, CREDIT BUREAU, DATA AVAILABILITY, DATA PROCESSING, DEBT, DEGREE OF TRANSPARENCY, DEVELOPMENT BANK, DIRECT INVESTMENTS, DISBURSEMENT, DISBURSEMENTS, EVALUATION METHODS, EXTERNAL CONSULTANTS, FINANCIAL PERFORMANCE, FINANCIAL SECTOR, FINANCIAL SECTOR DEVELOPMENT, FINANCIAL SERVICE, FINANCIAL SERVICE PROVIDERS, FINANCIAL SERVICES, FINANCIAL SUSTAINABILITY, FINANCIAL SYSTEM, FLEXIBILITY, HOLDING, HOLDINGS, IDENTIFICATION NUMBER, IMPACT ASSESSMENTS, IMPACT EVALUATION, INCOME, INFLATION, INFORMATION GAPS, INFORMATION SYSTEMS, INNOVATION, INSTITUTION, INSTITUTIONAL CAPACITY, INSTRUMENT, INSURANCE, INSURANCE COMPANY, INTERNAL DATA, INTERNAL MONITORING, INTERNAL SYSTEMS, INTERNATIONAL INVESTMENT, INTERVENTION, INVESTING, INVESTMENT BANK, INVESTMENT FUND, INVESTMENT VEHICLES, KNOWLEDGE MANAGEMENT, KNOWLEDGE SHARING, LEARNING, LEGAL ENVIRONMENT, M&E SYSTEMS, MANAGEMENT SYSTEMS, MARKET DEVELOPMENT, MARKET DISTORTION, MARKET DISTORTIONS, MARKET INFRASTRUCTURE, MICROFINANCE, MICROFINANCE INSTITUTIONS, MICROFINANCE SECTOR, MICROFINANCE SECTORS, MISSING DATA, NASCENT MARKETS, NECESSARY SKILLS, NEW MARKETS, NEW PRODUCTS, OUTPUT, OUTPUTS, PERFORMANCE DATA, PERFORMANCE INDICATORS, PHONE, PORTFOLIO, PORTFOLIO COMPOSITION, PORTFOLIO PERFORMANCE, PORTFOLIO QUALITY, PORTFOLIO REVIEW, PORTFOLIO REVIEWS, PORTFOLIOS, PRIVATE SECTOR, PROCUREMENT, PROCUREMENT PROCESS, PROCUREMENT PROCESSES, PROFITABILITY, PROGRAMS, PROJECT MANAGEMENT, PROJECT MONITORING, PROJECT OBJECTIVES, QUALITATIVE ANALYSIS, REGULATORY REFORM, REPAYMENTS, RESULTS, RETAIL FINANCIAL INSTITUTIONS, RETURN, RETURN ON ASSETS, ROA, SAMPLE SIZE, SERVICE QUALITY, SOCIAL DEVELOPMENT, SOCIAL PERFORMANCE, SOCIAL SUSTAINABILITY, STANDARDIZATION, SUCCESS INDICATORS, SUPERVISION, SUSTAINABLE FINANCE, TARGETING, TARGETS, TECHNICAL ASSISTANCE, TECHNICAL ASSISTANCE PROJECTS, TECHNICAL COOPERATION, TECHNICAL DEPARTMENTS, TECHNICAL KNOWLEDGE, TELECOMMUNICATIONS, TIME FRAME, USABILITY, USES, WEB, WEB SITE, WHOLESALE FINANCE,
Online Access:	http://documents.worldbank.org/curated/en/2012/12/17385989/portfolio-reviews-resource-guide-funders http://hdl.handle.net/10986/13097
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