Monitoring the Diversity of the Poverty Outreach and Impact of Microfinance: A Comparison of Methods Using Data from Peru

21 Pages Posted: 10 Nov 2005

See all articles by James Copestake

James Copestake

University of Bath - Department of Economics

Peter Dawson

University of Bath - Department of Economics

J. P. Fanning

Independent

Andrew McKay

University of Bath - Department of Economics; University of Nottingham - Centre for Research on Economic Development and International Trade (CREDIT)

Katie Wright-Revolledo

University of Bath - Department of Economics

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.

Suggested Citation

Copestake, James and Dawson, Peter Michael and Fanning, J. P. and McKay, Andrew and Wright-Revolledo, Katie, Monitoring the Diversity of the Poverty Outreach and Impact of Microfinance: A Comparison of Methods Using Data from Peru. Development Policy Review, Vol. 23, No. 6, pp. 703-723, November 2005. Available at SSRN: https://ssrn.com/abstract=834027 or http://dx.doi.org/10.1111/j.1467-7679.2005.00309.x

James Copestake (Contact Author)

University of Bath - Department of Economics ( email )

Claverton Down
Bath, BA2 7AY
United Kingdom

Peter Michael Dawson

University of Bath - Department of Economics ( email )

Claverton Down
3 East 4.36
Bath BA2 7AY
United Kingdom
+44 1 22 582 5801 (Phone)

J. P. Fanning

Independent

No Address Available

Andrew McKay

University of Bath - Department of Economics ( email )

Claverton Down
Bath, BA2 7AY
United Kingdom

University of Nottingham - Centre for Research on Economic Development and International Trade (CREDIT) ( email )

School of Economics
Nottingham, NG7 2RD
United Kingdom

Katie Wright-Revolledo

University of Bath - Department of Economics ( email )

Claverton Down
Bath, BA2 7AY
United Kingdom

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