Asset management and private wealth management, offering a range of investment funds including bonds, thematic equities, and European equities.
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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.
Leading organizations
New Alpha Asset Management
B
Portfolio management company offering fund research, portfolio management, asset allocation advice, and access to various investment strategies, including unlisted assets.
CSConsulting
B
Wealth management services, including real estate investments, financial placements, and patrimonial management training.
Investisseur Privé
B
Wealth management services including patrimonial assessment, patrimonial engineering, and patrimonial follow-up. We offer various investments such as life insurance, private debt, tax optimization (Girardin), financial savings, and real estate through SCPI.
Initiatives identified among leaders
Intégration des risques climatiques et exclusion progressive des énergies fossiles dans les investissements.
“New Alpha Asset Management intègre les risques et ...” - New Alpha Asset ManagementPublication de politiques et rapports sur l’investissement responsable et la RSE
“New Alpha Asset Management publie des rapports dét...” - New Alpha Asset ManagementPublication de politiques et rapports sur l’investissement responsable et la RSE
“New Alpha Asset Management publie des rapports dét...” - New Alpha Asset Management46% of similar organizations communicate on CSR issues
+476 initiatives collected from 50 similar organizations
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