2018

The Model Frameworks provide guidance on integrating holistic impact analysis into business processes and decision-making, spanning different business lines and asset types. They can be used by financial institutions, as well as by third parties such as auditors. This Model Framework covers financial products for corporates where the funds raised or guarantees issued are used at the corporate’s discretion, without any specified use.

Use this resource to:

• Deliver positive impact financial products. The PI Model Framework enables financial institutions or intermediaries tto develop appropriate frameworks or adapt their existing frameworks to serve a number of purposes: for decision-making (i.e. on financing /investments); for the development of PI financial products, or for on-going analysis/monitoring of portfolios; and
• Verify and/or provide opinions on the PI nature of financial products.

The Model Frameworks provide guidance on integrating holistic impact analysis into business processes and decision-making, spanning different business lines and asset types. They can be used by financial institutions, as well as by third parties such as auditors. This Model Framework covers Financial Products where the funds raised or guarantees issued are used for a specific purpose, in this case Project-related finance within the scope of the Equator Principles.

Use this resource to:

• Deliver positive impact financial products. The PI Model Frameworks enables financial institutions or intermediaries to develop appropriate frameworks or adapt their existing frameworks to serve a number of purposes: for decision-making (i.e. on financing /investments); for the development of PI financial products, or for on-going analysis/monitoring of portfolios; and
  
• Verify and/or provide opinions on the PI nature of financial products.

Guidance that provides practical support to enterprises on the implementation of the OECD Guidelines for Multinational Enterprises by providing plain language explanations of its due diligence recommendations and associated provisions.

Use this guidance to:

• Implement: Cease, prevent or mitigate negative impacts and provide for or cooperate in remediation where appropriate

Guidance summarises Multilateral Development Banks’ approach to the topic of investor contribution (which they term “additionality”).

Use this resource to:

• Understand the common approaches to additionality, which allows for multilateral development banks to substantiate additionality in projects.

Report Assurance standard that provides criteria to assess the application of SVI’s Social Value Principles as evidenced in a report. Assurance is conducted acting in the interests of the affected stakeholders, an important distinction versus other assurance standards that are currently available.

Use this resource to:

• Assure a report that has been prepared in accordance with the Principles of Social Value. The Principles of Social Value and associated practice standards help organisations measure and manage the social value generated through their business activities. This means the assurance standard is best applied to a report that has been prepared in accordance with the principles from the outset. The assurance standard is used to assess application of the principles, it does not assure accuracy of performance information.

Guidance on how to integrate the Sustainable Development Goals into reporting processes.

Use this resource to:

• Communicate: Use the guidance to disclose positive and negative contributions to the Sustainable Development Goals.

Standard and guidance on how to apply the fourth of SVI’s Social Value Principles.

Use this resource to:

• Measure, assess and value: Follow the guidance to determine whether an impact is significant to people or the environment, requiring management.

Guidance on the types of data needed to understand and assess impact performance. The IMP community of 2000+ practitioners identified five dimensions of impact that can be broken down into 15 more detailed data categories.

Use this resource to:

• Ensure the information gathered is sufficient for the decision it will inform (see also the ‘Investment classification’ resource).