Microenterprise and social capital:
a framework for theory, research, and policy
Michael Woolcock
Brown University and the World Bank, Washington, DC, USA
1. Introduction
One of the most intriguing aspects of recent welfare reform debates has been the explosion
of interest in—and bipartisan endorsement of—microenterprise programs as both an effec-
tive and efficient approach to reducing poverty. In the wake of successful efforts to transplant
to the United States the experiences of large, high-profile organizations in South Asia and
Latin America, ‘helping the poor to help themselves’ through the extension of credit to
underwrite small business ventures has moved from popular slogan to concrete poverty
alleviation strategy. The Microcredit Summit has helped focus and publicize these efforts,
while setting ambitious global targets for the coming years.
A key feature of microenterprise programs is their use of social relationships as an
alternative source of collateral. The poor are typically denied loans from standard commer-
cial sources because they lack adequate surety, and because the size of the loans they require
have such high relative costs. From a banker’s perspective, in short, lending to the poor is
a high-risk venture. One way in which microenterprise programs endeavor to circumvent
these problems is by lending not to individuals, but to groups, thereby dispersing risks and
lowering costs by devolving to borrowers’ social relationships— or “social capital”—tasks
that are ordinarily performed by material or monetary assets. The social capital of the poor
thus acts as a substitute for what they lack by way of physical or financial capital.
This approach to providing financial services in poor communities has a rich history in the
economic anthropology literature, which has long been fascinated by rotating savings and
credit associations (RoSCAs), tontines, ethnic savings clubs, etc. Indeed, much of the early
empirical validation of the concept of social capital drew on this literature, citing indigenous
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E-mail address: mwoolcock@worldbank.org (M. Woolcock).
Journal of Socio-Economics 30 (2001) 193–198
1053-5357/01/$ – see front matter © 2001 Elsevier Science Inc. All rights reserved.
PII: S1053-5357(00)00106-2