Publication:
Portfolio Reviews : Resource Guide for Funders

dc.contributor.author Scola-Gähwiler, Barbara
dc.contributor.author Nègre, Alice
dc.date.accessioned 2013-04-09T17:05:35Z
dc.date.available 2013-04-09T17:05:35Z
dc.date.issued 2012-12
dc.description.abstract 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. en
dc.identifier http://documents.worldbank.org/curated/en/2012/12/17385989/portfolio-reviews-resource-guide-funders
dc.identifier.uri http://hdl.handle.net/10986/13097
dc.language English
dc.language.iso en_US
dc.publisher CGAP/World Bank, Washington, DC
dc.rights CC BY 3.0 IGO
dc.rights.holder World Bank
dc.rights.uri http://creativecommons.org/licenses/by/3.0/igo
dc.subject ACCOUNTING
dc.subject ACTION PLAN
dc.subject AVAILABILITY OF DATA
dc.subject BENEFICIARIES
dc.subject BENEFICIARY
dc.subject BUDGET CONSTRAINTS
dc.subject CENTRAL BANK
dc.subject COLLECTION PROCESS
dc.subject CONFIDENTIALITY
dc.subject CONFLICTS OF INTEREST
dc.subject COUNTERFACTUAL
dc.subject CREDIBILITY
dc.subject CREDIT BUREAU
dc.subject DATA AVAILABILITY
dc.subject DATA PROCESSING
dc.subject DEBT
dc.subject DEGREE OF TRANSPARENCY
dc.subject DEVELOPMENT BANK
dc.subject DIRECT INVESTMENTS
dc.subject DISBURSEMENT
dc.subject DISBURSEMENTS
dc.subject EVALUATION METHODS
dc.subject EXTERNAL CONSULTANTS
dc.subject FINANCIAL PERFORMANCE
dc.subject FINANCIAL SECTOR
dc.subject FINANCIAL SECTOR DEVELOPMENT
dc.subject FINANCIAL SERVICE
dc.subject FINANCIAL SERVICE PROVIDERS
dc.subject FINANCIAL SERVICES
dc.subject FINANCIAL SUSTAINABILITY
dc.subject FINANCIAL SYSTEM
dc.subject FLEXIBILITY
dc.subject HOLDING
dc.subject HOLDINGS
dc.subject IDENTIFICATION NUMBER
dc.subject IMPACT ASSESSMENTS
dc.subject IMPACT EVALUATION
dc.subject INCOME
dc.subject INFLATION
dc.subject INFORMATION GAPS
dc.subject INFORMATION SYSTEMS
dc.subject INNOVATION
dc.subject INSTITUTION
dc.subject INSTITUTIONAL CAPACITY
dc.subject INSTRUMENT
dc.subject INSURANCE
dc.subject INSURANCE COMPANY
dc.subject INTERNAL DATA
dc.subject INTERNAL MONITORING
dc.subject INTERNAL SYSTEMS
dc.subject INTERNATIONAL INVESTMENT
dc.subject INTERVENTION
dc.subject INVESTING
dc.subject INVESTMENT BANK
dc.subject INVESTMENT FUND
dc.subject INVESTMENT VEHICLES
dc.subject KNOWLEDGE MANAGEMENT
dc.subject KNOWLEDGE SHARING
dc.subject LEARNING
dc.subject LEGAL ENVIRONMENT
dc.subject M&E SYSTEMS
dc.subject MANAGEMENT SYSTEMS
dc.subject MARKET DEVELOPMENT
dc.subject MARKET DISTORTION
dc.subject MARKET DISTORTIONS
dc.subject MARKET INFRASTRUCTURE
dc.subject MICROFINANCE
dc.subject MICROFINANCE INSTITUTIONS
dc.subject MICROFINANCE SECTOR
dc.subject MICROFINANCE SECTORS
dc.subject MISSING DATA
dc.subject NASCENT MARKETS
dc.subject NECESSARY SKILLS
dc.subject NEW MARKETS
dc.subject NEW PRODUCTS
dc.subject OUTPUT
dc.subject OUTPUTS
dc.subject PERFORMANCE DATA
dc.subject PERFORMANCE INDICATORS
dc.subject PHONE
dc.subject PORTFOLIO
dc.subject PORTFOLIO COMPOSITION
dc.subject PORTFOLIO PERFORMANCE
dc.subject PORTFOLIO QUALITY
dc.subject PORTFOLIO REVIEW
dc.subject PORTFOLIO REVIEWS
dc.subject PORTFOLIOS
dc.subject PRIVATE SECTOR
dc.subject PROCUREMENT
dc.subject PROCUREMENT PROCESS
dc.subject PROCUREMENT PROCESSES
dc.subject PROFITABILITY
dc.subject PROGRAMS
dc.subject PROJECT MANAGEMENT
dc.subject PROJECT MONITORING
dc.subject PROJECT OBJECTIVES
dc.subject QUALITATIVE ANALYSIS
dc.subject REGULATORY REFORM
dc.subject REPAYMENTS
dc.subject RESULTS
dc.subject RETAIL FINANCIAL INSTITUTIONS
dc.subject RETURN
dc.subject RETURN ON ASSETS
dc.subject ROA
dc.subject SAMPLE SIZE
dc.subject SERVICE QUALITY
dc.subject SOCIAL DEVELOPMENT
dc.subject SOCIAL PERFORMANCE
dc.subject SOCIAL SUSTAINABILITY
dc.subject STANDARDIZATION
dc.subject SUCCESS INDICATORS
dc.subject SUPERVISION
dc.subject SUSTAINABLE FINANCE
dc.subject TARGETING
dc.subject TARGETS
dc.subject TECHNICAL ASSISTANCE
dc.subject TECHNICAL ASSISTANCE PROJECTS
dc.subject TECHNICAL COOPERATION
dc.subject TECHNICAL DEPARTMENTS
dc.subject TECHNICAL KNOWLEDGE
dc.subject TELECOMMUNICATIONS
dc.subject TIME FRAME
dc.subject USABILITY
dc.subject USES
dc.subject WEB
dc.subject WEB SITE
dc.subject WHOLESALE FINANCE
dc.title Portfolio Reviews : Resource Guide for Funders en
dspace.entity.type Publication
okr.date.disclosure 2013-02-26
okr.doctype Publications & Research :: Publication
okr.doctype Publications & Research
okr.docurl http://documents.worldbank.org/curated/en/2012/12/17385989/portfolio-reviews-resource-guide-funders
okr.globalpractice Macroeconomics and Fiscal Management
okr.globalpractice Poverty
okr.globalpractice Finance and Markets
okr.globalpractice Transport and ICT
okr.globalpractice Trade and Competitiveness
okr.identifier.externaldocumentum 000356161_20130226154354
okr.identifier.internaldocumentum 17385989
okr.identifier.report 75161
okr.language.supported en
okr.pdfurl http://www-wds.worldbank.org/external/default/WDSContentServer/WDSP/IB/2013/02/26/000356161_20130226154354/Rendered/PDF/75161020120CGA0Box0374307B00PUBLIC0.pdf en
okr.topic Private Sector Development :: E-Business
okr.topic Macroeconomics and Economic Growth :: Investment and Investment Climate
okr.topic Finance and Financial Sector Development :: Debt Markets
okr.topic Private Sector Development :: Emerging Markets
okr.topic Poverty Monitoring and Analysis
okr.topic Poverty Reduction
okr.unit Executive Secretariat (CGIAR)
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