RESPONSIBLE FINANCE FOR DIGITAL INCLUSION: INVESTING FOR IMPACT

Responsible Finance for Digital Inclusion: Investing for Impact
International Finance Corporation
2121 Pennsylvania Ave. NW, Washington, DC 20433

AGENDA

Wednesday
April 3, 2019
7:00-9:00Registration and Breakfast
9:00-9:45Day 1 – Welcome and Overview
Introductions, review of the agenda, and overview of the SPTF Social Investor Working Group and its priorities.
9:45-10:45Plenary: What makes us impact investors?
Discussion of impact investors’ shared identity, as well as the shared framework developed by the Impact Management Project.
10:45-11:15 Coffee Break and Networking
11:15-12:15Plenary session: How can investors measure and manage impact for financial inclusion and progress toward SDGs?
Investors are increasingly looking at how to standardize methodologies for measuring impact for financial inclusion and progress toward the SDGs. This session will highlight tools and approaches that help measure the impact of investees and our impact as investors. 
12:15-12:30Plenary discussion: Digitalization and the SDGs
How can digitalization in financial services help fill the gap toward achieving the SDGs? 
12:30-14:00Lunch and Networking

Optional Lunch Roundtables

  • Data Platform
  • ALINUS
  • Social and Financial Performance for SME Finance
14:00-15:00Plenary: Responsible digital transformation of financial institutions
Digital transformation is becoming increasingly important in protecting investors’ portfolios. This session will discuss lessons learned about responsible digital transformation from the perspective of an investor, a network of financial service providers, and a technical assistance provider, all with the focus on the role investors can play in helping investees digitally transform. 
15:00-16:00Breakout sessions: Digital Transformation
 
Breakout 1: Developing a Strategy for Digital Transformation: This breakout will be an interactive session focused on creating transformation strategy. Discussions will focus on how investors decide which investees to supporting their digital transformations, how to help investees decide between digitizing some operations vs. transforming to a full digital bank, and how investors can support investees during the transformation process. Breakout 2: Innovative Partnerships for Digital Transformation: This breakout session will focus on the strategic role that partnerships can play in digital transformation. Discussion will draw on lessons learned from examples of successful – and failed – partnerships. 
16:00-16:30Coffee Break and Networking
16:30-17:00Plenary: Takeaways from breakout discussions
Participants will reconvene in plenary to share main takeaways from each of the breakouts. 
17:00-17:30Next steps for investor priorities 
17:30-19:00Cocktails and Networking in IFC Atrium
Thursday
April 4, 2019
8:00-9:00Registration and Networking Breakfast
9:00-9:05
Introductory Remarks
9:05-9:20
Opening Remarks and Keynote: New Opportunities for Investing in Digital Financial Inclusion – Advancing Access, Innovation and Impact
Investors globally have increased their investments in digital and tech either directly in financial institutions, through accelerators, incubators or innovation platforms. Impact investors are likewise diversifying into these new asset classes and the market for impact investment continues to grow—recent estimates range from $200 billion to the trillions. What are the innovative opportunities for advancing financial access, inclusion, and impact?
9:20-10:10
Operating Principles for Impact Management: Overview & Early Lessons for Digital Finance
What are the Impact Principles? How are major investors applying bespoke approaches in their investments, lessons so far? How can Impact Principles promote and/or reinforce responsible investing in digital financial services going forward?

10:10-11:00Responsible Investing in Digital Financial Services
How are signatories refining their impact with the rapid convergence of tech and finance? How are investors assessing or managing new DFS risks to create opportunities towards sustainable growth?

11:00-11:20Coffee/Tea Break and Networking
11:20-11:50
11:50-12:20
Signatory and Investor Insights: Operationalizing the Guidelines
Thematic sessions reflecting on the Investor Guidelines, co-led by signatories and investors who have stepped forward to share their experiences, potential tools, case studies and lessons learned so far in the investment process. Participants will delve into proposed actions, provide feedback and peer-interaction in operationalizing selected Guideline topics:

  • Guideline 6. Promoting Fair and Transparent Pricing – Briefing Note
  • Guideline 4. Facilitate Interoperability and Infrastructures for DFS Ecosystems – Forthcoming
12:20-14:00

13:30-14:00

 

Lunch and Networking

Investing for Impact: Digital Finance, FinTech and Inclusion – An Overview
This session is an informal opportunity to share what investors are doing and where investors/industry may further engage.

14:00-15:00Evolving Practices for Responsible Digital Financial Services
Regulations and supervisory frameworks for DFS are often nascent or fragmented, with industry associations evolving to help DFS players mitigate DFS risks. This session will highlight the latest industry best practices, along with innovators that have adapted their business to manage new risks, while scaling digital financial services. Examples by product and business models may include: payments, mobile, solar energy, digital identity, among others. What are the latest movements in responsible digital inclusion and how can signatories and investors apply these evolving practices today?

15:00-15:30
15:30-16:00
Signatory and Investor Insights: Operationalizing the Guidelines
Thematic sessions reflecting on the Investor Guidelines, co-led by signatories and investors who will share their experiences, potential tools, case studies and lessons learned so far in the investment process. Participants will delve into proposed actions, provide feedback and peer-interaction in operationalizing selected Guideline topics:

16:00-16:30Closing and Next Steps
16:30-17:30Investor Roundtable – Meeting by Invitation