Social Performance Roadmap


Based on the social rating results, the social performance roadmap helps financial service providers improve their client protection, social performance management systems, enhance mission-alignment and achieve better social performance results.


The social roadmap is intended to help financial service providers to:

  • Improve their client protection and social performance management systems by addressing priority areas for improvement through effective actions;
  • Achieve better social performance results and reduce the risk of mission drift.


Financial service providers who are interested in receiving guidance remarks for improving their client protection and social performance management systems.

How it works?

Financial service providers can choose between three types of social roadmaps depending on their needs, i.e. Social Workshop, Social Action Guide or Social Action Plan.

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