CSR Positioning Haussmann Patrimoine | initiatives and commitments

Sector data Finance, banque et assurances

39,563CSR initiatives analyzed in sector Finance, banque et assurances

4,123Companies in sector Finance, banque et assurances

1,815SMEs (10 to 250 employees) in sector Finance, banque et assurances

+160,000

Total organizations analyzed

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Detailed analysis by theme

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How are these scores calculated?

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

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Last update: January 2026

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Our analysis of CSR engagements at Haussmann Patrimoine

This analysis is not yet available in English. Please see the French version.

Sources analyzed
(6 documents)

Competitive analysis

Leading organizations

Indosuez Wealth Management

Wealth management and financial services for private clients, families, and entrepreneurs. Expert advice, investment solutions, and asset management.

Gestion de Patrimoine

Providing wealth management advice for individuals and professionals, including savings planning, tax reduction, real estate investment, and business management.

Cleerly

Providing personalized wealth management solutions for investment, savings, and retirement planning.

Initiatives identified among leaders

Développement d'une gamme d'investissements alignés sur des critères ESG

“Indosuez Wealth Management propose des solutions d...” - Indosuez Wealth Management

Publication annuelle du rapport d’activité de la Fondation.

“Indosuez Wealth Management publie régulièrement le...” - Indosuez Wealth Management

Préservation de la biodiversité sur et autour des sites

“Cleerly prend en compte les impacts et les risques...” - Cleerly

40% of similar organizations communicate on CSR issues

+636 initiatives collected from 82 similar organizations

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CSR Analysis Haussmann Patrimoine

CSR / Transition Solutions

Sector data Finance, banque et assurances