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.
9:45-10:30Plenary: What makes us impact investors?
Discussion of impact investors’ shared identity, as well as the shared framework developed by the Impact Management Project.
10:30-11:00 Coffee Break and Networking
11:00-12:00Plenary session: How can investors measure and manage impact for financial inclusion and progress toward SDGs?
Discussion of the frameworks and tools available to help investors manage impact for financial inclusion and performance toward SDGs: IRIS+ core metrics sets (GIIN); Met-ODD (CERISE); among others.
12:00-12:30Plenary discussion: Next steps with managing impact
The group will reconvene for a moderated conversation about the projects and tools discussed. What do investors find useful about each of the methodologies? What are the main obstacles that would still be present in managing impact? How can the financial inclusion sector assure coherence and integration of its frameworks into the larger impact evaluation environment?
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
This session gives an overview of investors that are implementing digital transformation strategies and provides latest lessons learned, recent resources as well as selected examples, to be followed by breakout sessions for peer discussions.
15:00-16:00Breakouts: Investors will lead two breakout sessions to share their work and through peer-discussions with signatories on digital transformation:
(1) Breakout 1: Developing a Strategy for Digital Transformation
(2) Breakout 2: Innovative Partnerships for Digital Transformation
16:00-16:30Coffee Break
16:30-17:00Breakouts (con’t) – Summary Takeaways
17:00-17:30Wrap-Up Day 1
18:00-20:00Cocktails and Networking in IFC Atrium
Thursday
April 4, 2019
8:00-9:00Registration and Networking Breakfast
9:00-9:20
Day 2 – Welcome 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?
9:20-10:00
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?
10:00-10:40Responsible 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?
10:40-11:10Coffee/Tea Break and Networking
11:10-12:30Signatory 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 – Briefing Note
12:30-14:00

13:30-14:00

 

Lunch and Networking

Investing in Fintechs/DFS for 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?
15:00-16:00Signatory 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:

  • Guideline 5. Establishing Customer Identity, Data Privacy and Security – Case Examples
  • Guideline 2. Managing Risks Comprehensively with Growth of Digital Inclusion – Due Diligence
16:00-16:30Closing and Next Steps
16:30-18:00Investor Guidelines – Strategy/Planning Meeting – by Invitation