Prior to an SBF investment, each potential investee will be analyzed through SBF’s rigorous due diligence process to ensure the MFI aligns with SBF’s qualitative and quantitative criteria. While each potential investee will be analyzed as a stand-alone entity without regard to parent companies or affiliations, some instances may occur where affiliations can augment the effectiveness of SBF’s contributions and, therefore, might be considered in the analysis. SBF might assign a weight to each criterion to indicate its level of importance.
SBF’s investment criteria may be modified over time as appropriate in order to reflect best in class practices and remain relevant. Areas of review might include corporate governance, financial sustainability, poverty focus, client-training Other areas to include but not limited to area:
Based on our proprietary asset criteria Seven Bar Foundation will perform annual impact assessment on the MFI, either using SBF's review process alone or, in the interest of using resources wisely and effectively and where appropriate, using the assessment conducted by other organizations or collaborating with other organizations.
SBF Board, or other review committee which SBF might form, will review all proposed investments to ensure they align with SBF’s criteria. The methodology may change from time to time as appropriate and may include the following: