microfinance institutions monitoring

Symbiotics offers institution monitoring services to microfinance investors. Monitoring products include:

• monthly tracking
  The Symbiotics Database collects key indicators on microfinance institutions and provides the investor with a full set of information to track institutions on a monthly basis (1517 reports in 2009, 1465 reports in 2008).
  Review the monthly tracking output by using our benchmarking & peer group tool
   
• annual desk reviews
  Symbiotics also provides, through its extranet, annual desk review of microfinance institutions (148 reviews in  2009, 189 reviews in 2008). Such tool provides the investor with audited accounts (BS, IS, CF), business plan projections, liability analysis, portfolio analysis, client analysis and ratio analysis.
  Review the annual desk review output by using our benchmarking & peer group tool
   
• annual credit risk reports
  Our investment analyst team also prepare on a annual basis credit risk review reports of each microfinance institution we track. Such report includes the full annual desk review as well as a qualitative analysis of each institution and a credit risk scoring and rating (84 reports in 2009, 97 reports in 2008).
  Review the list of institutions for which credit risk reports are available
  Download our credit risk report standard template (pdf, 115 ko)
  Review the methodology of our credit risk ratings

Latest reports

more...