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Oct 15 : MFI Performance Evaluation and Metrics

Wharton Microfinance Independent Study Lesson 4A

In Lesson 4A, we elaborate on a model that ACCION adopted for internal microfinance assessment. The methodology, known as CAMEL, was “adopted by North American bank regulators to evaluate the financial and managerial soundness of U.S. commercial lending institutions.” This lesson covers necessary accounting adjustments, the 21 key indicators that define the CAMEL rating (rated 0 to 5, 5 being highest) and a short blurb on four other assessment tools, including MicroRate and WOCCU PEARLS.

Attachments are below. Please feel free to discuss this course.

Lesson Resources


Posted by Anton on Oct 15 2006 under Wharton MFI Course Fall 06, Evaluation, ACCION, CAMEL
8 Votes | Average: 4.88 out of 58 Votes | Average: 4.88 out of 58 Votes | Average: 4.88 out of 58 Votes | Average: 4.88 out of 58 Votes | Average: 4.88 out of 5 (8 votes, average: 4.88 out of 5)
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2 Responses to “MFI Performance Evaluation and Metrics”

  1. Anton Says:

    Interesting lecture. Thanks!

  2. THINK Microfinance.org » Microfinance Funding: Evaluation, Investors and Updates Says:

    […] This lesson discusses MFI financing excluding securitization (unlike the earlier lesson).  It covers the basics regarding evaluation (see the lesson on MFI evaluation to learn more), an overview of currently operating investors, and a few current events updates. […]

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