Financial asset management for individuals and businesses, including investment advice and portfolio management.
+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: December 2025
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
Financière d'Uzès
B
Financial management and investment services for individuals and entrepreneurs, including wealth management, tax optimization, and business financing.
Talence Gestion
B
Private asset management and investment advisory services, including portfolio management and dedicated funds.
Clartan Associés
B
Independent asset management company offering portfolio management and investment services to individuals, families, and associations.
Initiatives identified among leaders
Association des collaborateurs à la réussite de l'entreprise
“Talence Gestion a associé les collaborateurs à la ...” - Talence GestionAnalyse de durabilité effectuée par Ethos
“Clartan Associés a réalisé une analyse de durabili...” - Clartan AssociésPolitique d'exclusion pour l'ensemble des investissements
“Talence Gestion a publié une politique d'exclusion...” - Talence Gestion49% of similar organizations communicate on CSR issues
+3872 initiatives collected from 100 similar organizations
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