CSR Positioning Cleerly | 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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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: December 2025

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Our analysis of CSR engagements at Cleerly

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

Sources analyzed
(9 documents)

Competitive analysis

Leading organizations

Le Conservateur

Providing savings and wealth management solutions, including various savings products, wealth valuation, diversification, retirement planning, tax management, and wealth transmission.

Haussmann Patrimoine

Providing wealth management advice and investment solutions for private and professional investors.

Gestion de Patrimoine

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

Initiatives identified among leaders

Mise en place d'une politique RSE

“Haussmann Patrimoine a mis en place une politique ...” - Haussmann Patrimoine

Engagement et vote actionnarial

“Le Conservateur vote contre les résolutions qui de...” - Le Conservateur

Mise en place d'une politique RSE

“Haussmann Patrimoine a mis en place une politique ...” - Haussmann Patrimoine

46% of similar organizations communicate on CSR issues

+2923 initiatives collected from 100 similar organizations

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CSR Analysis Cleerly

CSR / Transition Solutions

Sector data Finance, banque et assurances