Assessment of Microfinance

• Prof. K. Moors :

1) An introduction to financial performance assessment of microfinance institutions

• A review of the key indicators for the financial performance assessment of microfinance institutions, including: portfolio quality, efficiency and productivity, financial management, profitability

2) Case studies and exercises

• Prof. C. Lapenu :

1) Social assessment: Social Performance and Impact analysis

2) External assessment

3) Responsible investment

• Explain different aspects of the financial performance assessment of MFIs.

• Explain key indicators for the financial performance assessment of MFIs.

• Present case studies and train students in making use of financial performance indicators to assess MFIs.

• Explain different aspects of the social assessment: introduction to approaches, initiatives and tools to social performance assessment and management.

• Explain the nature of the classical tools for social assessment of the MF sector: social performance audit (SPI), social rating, due diligence of investors.

• Provide support to develop the students’ capacities to use some of these tools.

Lectures

Exercises

References, bibliography, and recommended reading

See course outlines for details.

Contacts

Email Kurt Moors : kurt.moors@brs.coop

Email Cécile Lapenu : c.lapenu@cerise-microfinance.org

Method(s) of evaluation

• Other

Other

Written exam in first session.

Written assignment in second session.

Mark calculation method (including weighting of intermediary marks)

The final mark is the mark obtained for the “Assessment of microfinance” written exam (in first session) or for the written assignment (in second session).

Language(s) of evaluation

• english