Independent asset management company offering portfolio management and investment services to individuals, families, and associations.
+160,000
Total organizations analyzedAnalysis by axis
Access the detailed report with all sector benchmarks, in-depth competitive analysis and actionable recommendations.
Methodology: Score calculated according to 6 CSR themes (Carbon, Biodiversity, Circular Economy, Sustainable Investments, Governance, Social Impact)
Sources: Public data, CSR reports, documented initiatives, official databases
Last update: December 2025
This analysis is not yet available in English. Please see the French version.
B
The organization is among the top 20% of organizations with the most committed CSR communication, excluding the top 5%, among comparable organizations.
Leading organizations
Audacia
B
Independent asset management company offering innovative and diversified investment solutions for private investors, family offices, and institutional investors.
VEGA Investment Managers
B
Asset management company specializing in customized wealth management, offering diversified and responsible investment solutions.
Latour Capital
B
Independent asset management company specializing in equity investments for business development and growth.
Initiatives identified among leaders
Investissement dans des entreprises prometteuses pour une croissance durable
“Audacia investit dans des entreprises prometteuses...” - AudaciaAccompagnement des participations dans l'amélioration de leurs pratiques ESG
“Latour Capital accompagne les participations dans ...” - Latour CapitalPublication d'informations sur les caractéristiques environnementales et sociales du produit financier
“VEGA Investment Managers publie des informations s...” - VEGA Investment Managers70% of similar organizations communicate on CSR issues
+6054 initiatives collected from 100 similar organizations
Is your score incomplete? Update your CSR information and improve your positioning.
Claim this page
Updated data
Personalized recommendations
Access complete data, competitive analyses and actionable recommendations for your clients.
Comprehensive sector benchmarks
Competitive data
Ready-to-use reports