Analyse your financial and social performance

The sustainability of an MFI is largely dependent upon its ability to combine its financial profitability and social impact. This means that financial performance and social performance are two closely linked objectives for MFIs.

Financial performance is measured by analysing an MFI’s accounts and calculating profitability ratios. These ratios highlight the MFI’s strengths and weaknesses and enable it to take corrective measures in order to improve its profitability and competitiveness. Knowing and understanding your financial situation is the key to maintaining a sustainable business model.

Social performance is at the very heart of an MFI’s raison d’être and its assessment is becoming increasingly important for the actors in the sector. Universal standards and indicators for social performance which enable MFIs to calculate and therefore demonstrate the importance of the social impact generated by their activities have been developed at the international level.

Financial and social performance in microinsurance
Organizations that offer microinsurance products will find below the Microfact tool and training specifically designed to calculate the financial and social performance of microinsurers.


ADA3T Tools

Our financial and social performance tools

  • The MFI Factsheet Microfact: this is a financial and social performance monitoring tool which can be downloaded free of charge.
  • Microinsurance: The MFI Factsheet Microfact Micro-assurance: an instrument calculates the ten main performance indicators applicable to microinsurance. 
  • Based on the MFI Factsheet Microfact, MicroVision is a financial projection tool which enables an MFI to make future projections in order to understand the impact of unexpected events and to determine the best response.

More info about the new MicroVision tool

  • SPI4: a tool to evaluate an MFI’s social performance
    Evaluate and improve your social performance thanks to the SPI4 tool which has been developed by CERISE on the basis of Universal Social Performance Management Standards.  The MFI Factsheet Microfact may be automatically integrated within the SPI4 tool. MFIs may choose to carry out an SP14 evaluation with a certified auditor who will ensure the quality of the evaluation process. 


ADA3T Trainings

Our financial and social performance training courses

Our training courses in financial and social performance are organised in Africa, Asia and Latin America.

Learn how to interpret financial ratios thanks to the SIMFI training tool, an interactive training course which teaches you how to take the correct decisions by following good management practices through a simulation tool.  


ADA3T Technical assistance

Our technical assistance

We offer an SPI4 evaluation supported by an approved ADA auditor who will ensure the quality of the evaluation process. We can also perform an “audit +”, which includes the provision of support for the implementation of the recommendations to improve your social performance.

Our technical assistance is always configured to meet with your needs, so don’t hesitate to

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