The common social performance data collection tool for
investor due diligence and monitoring
Helping social investors track what matters.
Free e-learning module on SPI4 ALINUS
This eCourse will introduce learners to the SPI4-ALINUS tool. Find out how the ALINUS due diligence tool can help investors save time, facilitate investment decisions and monitor the social performance of an investment portfolio against the robust SPI4 database of social performance benchmarks.
SPI4-ALINUS Audit Guide - guidance on how to analyze and score ALINUS indicators, third version Nov 2018
SPI4-ALINUS Step by Step guide, to get to know the tool
Confidential Agreement template, to use with partners to simplify sharing information with CERISE
Webinar: Introducing ALINUS - CERISE, February 2017 - download recording or listen in streaming - PowerPoint
WHAT IS ALINUS?
ALINUS is a common social performance data collection tool for investor due diligence and monitoring, integrated into the SPI4 tool. ALINUS is a sub-set of 68 SPI4 indicators, selected by the SPTF investors working group through a collaborative and iterative process. ALINUS stands for ALigning INvestors due-diligence and reporting to the Universal Standards.
The SPI4-ALINUS is a module of the SPI4 v2.0 audit tool. Download version 2.0 and follow these steps from the Welcome Page.
WHY USE ALINUS?
Because ALINUS helps investors track what matters to them. ALINUS streamlines social data collection, reduces the reporting burden on FSPs and lets investors spend more time on analyzing social performance, helping partners improve, and monitoring changes over time.
The SPI4 is the most commonly used social audit tool, with already over 240 institutions reporting SPI4 results to CERISE as of Dec. 2016.
WHO CAN USE ALINUS?
Designed by investors and fund managers themselves, ALINUS can be used by anyone interested in getting an overview of an organization's social performance. Because it analyzes all six dimensions of the Universal Standards and Green Index from an investor's risk and mission-oriented perspective, ALINUS is both comprehensive and selective.
A great entry point to social performance, a FSP can move seamlessly from ALINUS to a full SPI4 for deeper operational analysis.
WHY WAS IT DEVELOPED?
The ALINUS option was created so that stakeholders can speak the same language when it comes to social performance.
The questionnaire, scores by dimension and a ALINUS dashboard, can be used as a standalone document or as the social performance evaluation of a due diligence report or an investment memo.
WHO CREATED ALINUS?
CERISE coordinated a selection process that took took place in a series of online and in-person meetings in late 2014-early 2015. ALINUS was updated in September 2016 based on revisions to the Universal Standards and Client Protection Certification Standards.
Twelve investors joined efforts to create a common subset of indicators based on SPI4: Incofin, Grameen Credit Agricole Microfinance Foundation, ADA, Cordaid, Oikocredit, Proparco, Deutsche Bank, BNP Paribas, Triple Jump, BlueOrchard, SIDI and Grassroots Capital Management/Caspian. They have since been joined by a growing number of investors and fund managers who perceive the value of a social evaluation standard.