Independent asset management company offering portfolio management and investment services to individuals, families, and associations.
+160,000
Total organizations analyzedAnalysis by axis
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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: January 2026
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
A
Independent asset management company offering innovative and diversified investment solutions for private investors, family offices, and institutional investors.
Latour Capital
B
Independent asset management company specializing in equity investments for business development and growth.
Talence Gestion
B
Private asset management and investment advisory services, including portfolio management and dedicated funds.
Initiatives identified among leaders
Investissement dans des entreprises prometteuses pour une croissance durable
“Audacia investit dans des entreprises prometteuses...” - AudaciaDéfinition d'indicateurs de performance ESG
“Talence Gestion suit les indicateurs de performanc...” - Talence GestionMesure des émissions de gaz à effet de serre des entreprises investies
“Latour Capital prend des mesures concrètes pour ré...” - Latour Capital64% of similar organizations communicate on CSR issues
+2007 initiatives collected from 50 similar organizations
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