Monitoring the diversity of the poverty outreach and impact of microfinance: a comparison of methods using data from Peru

James Copestake, Peter Dawson, J P Fanning, A McKay, K Wright-Revolledo

Research output: Contribution to journalArticle

39 Citations (Scopus)

Abstract

Many microfinance institutions claim to be oriented to a double bottom line, but while methods of financial performance assessment are widely agreed the same cannot be said about social performance. Monitoring social performance is most useful when it reveals variation in both outreach and impact over time and between clients. Data from a village banking programme in Peru is used to compare two methods for assessing each. On poverty outreach, we favour monitoring of proxy indicators for clients against national household survey data, and on impact we recommend making more use of individual in-depth interviews.
Original languageEnglish
Pages (from-to)703-723
Number of pages21
JournalDevelopment Policy Review
Volume23
Issue number6
Early online date23 Oct 2005
DOIs
Publication statusPublished - Nov 2005

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comparison of methods
microfinance
Peru
poverty
monitoring
household survey
performance assessment
banking
performance
village
interview
comparison
method
time
indicator
programme

Keywords

  • Provision and Effects of Welfare Programs (I380)
  • Migration (O150)
  • Human Development
  • Financial Markets
  • Government Programs
  • Corporate Finance and Governance (O160)
  • Welfare and Poverty
  • Economic Development
  • Saving and Capital Investment
  • Human Resources
  • Measurement and Analysis of Poverty (I320)
  • Income Distribution

Cite this

Monitoring the diversity of the poverty outreach and impact of microfinance: a comparison of methods using data from Peru. / Copestake, James; Dawson, Peter; Fanning, J P; McKay, A; Wright-Revolledo, K.

In: Development Policy Review, Vol. 23, No. 6, 11.2005, p. 703-723.

Research output: Contribution to journalArticle

Copestake, James ; Dawson, Peter ; Fanning, J P ; McKay, A ; Wright-Revolledo, K. / Monitoring the diversity of the poverty outreach and impact of microfinance: a comparison of methods using data from Peru. In: Development Policy Review. 2005 ; Vol. 23, No. 6. pp. 703-723.
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