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Universal Standards for Social and Environmental Performance Management
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.
Financial Health as a Consumer Journey
The deep value of a financial health framework is to enable financial service providers and regulators to step into customers' shoes and design products and policies that accompany and support them on their pathway to financial well-being.
The Universal Standards for Social Performance Management – Where Do We Go From Here?
Summary of lessons learned from interviews and surveys on promoting Universal Standards
Guidelines on Outcomes Management for Investors
How to integrate outcomes measurement, analysis and reporting into investment operations