Providing savings and retirement solutions for individuals, independents, and businesses, including life insurance, retirement plans, and personalized financial services.
A
CSR Analysis score
The organization is among the top 5% of organizations with the most committed CSR positioning, among comparable organizations.
+250,000
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: September 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
La France Mutualiste
B
Providing savings and retirement preparation services, including life insurance contracts and individual retirement savings plans.
Afer
B
Providing savings and retirement solutions through life insurance contracts, including capital building and retirement planning.
Cleerly
A
Providing personalized wealth management solutions for investment, savings, and retirement planning.
Initiatives identified among leaders
Engagement de long terme pour le développement durable
“Cleerly s'engage à long terme pour le développemen...” - CleerlyProcessus interne pour réduire exposition aux combustibles fossiles dans les portefeuilles.
“La France Mutualiste met en place un processus int...” - La France MutualisteÉvaluation de la performance ESG du fonds
“Afer évalue la performance ESG du fonds, en utilis...” - Afer62% of similar organizations communicate on CSR issues
+665 initiatives collected from 50 similar organizations
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