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...
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| Language: | English en_US |
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CGAP/World Bank, Washington, DC
2013
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| 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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okr-10986-130972021-04-23T14:03:06Z Portfolio Reviews : Resource Guide for Funders Scola-Gähwiler, Barbara Nègre, Alice 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 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. 2013-04-09T17:05:35Z 2013-04-09T17:05:35Z 2012-12 http://documents.worldbank.org/curated/en/2012/12/17385989/portfolio-reviews-resource-guide-funders http://hdl.handle.net/10986/13097 English en_US CC BY 3.0 IGO http://creativecommons.org/licenses/by/3.0/igo World Bank CGAP/World Bank, Washington, DC Publications & Research :: Publication Publications & Research |
| repository_type |
Digital Repository |
| institution_category |
Foreign Institution |
| institution |
Digital Repositories |
| building |
World Bank Open Knowledge Repository |
| collection |
World Bank |
| language |
English en_US |
| topic |
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 |
| spellingShingle |
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 Scola-Gähwiler, Barbara Nègre, Alice Portfolio Reviews : Resource Guide for Funders |
| description |
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. |
| format |
Publications & Research :: Publication |
| author |
Scola-Gähwiler, Barbara Nègre, Alice |
| author_facet |
Scola-Gähwiler, Barbara Nègre, Alice |
| author_sort |
Scola-Gähwiler, Barbara |
| title |
Portfolio Reviews : Resource Guide for Funders |
| title_short |
Portfolio Reviews : Resource Guide for Funders |
| title_full |
Portfolio Reviews : Resource Guide for Funders |
| title_fullStr |
Portfolio Reviews : Resource Guide for Funders |
| title_full_unstemmed |
Portfolio Reviews : Resource Guide for Funders |
| title_sort |
portfolio reviews : resource guide for funders |
| publisher |
CGAP/World Bank, Washington, DC |
| publishDate |
2013 |
| url |
http://documents.worldbank.org/curated/en/2012/12/17385989/portfolio-reviews-resource-guide-funders http://hdl.handle.net/10986/13097 |
| _version_ |
1764422464027230208 |