Principles for Investors in Inclusive Finance

This document features the Principles for Investors in Inclusive Finance, aligned with the United Nations-backed Principles for Responsible Investment. Signatories include direct investors or fund managers and indirect investors investing through designated funds. The document states that actors in the inclusive finance value chain are responsible for understanding, acknowledging and acting according to interests of the client. By signing the principles, investors and fund managers express their intent to uphold the principles in their investments, and to support efforts of other actors in the value chain to implement the principles. The principles include:

• Expanding range of services;
• Integrating client protection into investment policies and practices;
• Ensuring fair treatment of clients;
• Promoting responsible investment;
• Promoting transparency;
• Striving for balanced long-term social and financial returns;
• Collaborating to set investor standards that support development of inclusive finance.

The document includes examples of possible actions for each principle.