Guide / Toolkit

Universal Standards for Social and Environmental Performance Management

The Universal Standards for Social and Environmental Performance Management (“the Universal Standards”) is a comprehensive manual of best practices that cover seven different dimensions of a financial institution’s operations—strategy, governance, client-centric product design, client protection, responsible human resource development, responsible growth and profits, and environmental performance management.

Collectively, the Universal Standards help financial service providers put clients and the environment at the center of all strategic and operational decisions, with the result that clients benefit from using financial products and services. Additionally, implementing the Universal Standards strengthens providers’ financial sustainability, because doing good for people and planet is also good for business.

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