Publications

This Performance Trends Report (PTR) is provided by MIX to the participating MFI, allowing the microfinance institution to compare its performance against that of its peers over a period of time. The publication of this report was approved by the MFI.

The Performance Trends Report (PTR) provides managers and directors a tool with which to understand their institution’s performance over a period of time, standardized in accordance with internationally accepted terms, adjustments and indicators, and benchmarked with the performance data of other, similar institutions.

Performance benchmarking is a comparative exercise that standardizes raw data and groups institutions to provide for meaningful comparative analysis. The account reclassifications, analytical adjustments and standardized ratios that MIX employs increase comparability between institutional data sets. The peer groups used to compare institutions provide the context. Although PTRs are kept entirely confidential, several participants have given MIX explicit written consent to make these PTRs public.