Portfolio Reviews : Resource Guide for Funders

Scola-Gähwiler, Barbara; Nègre, Alice

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)