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: January 2026
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
A
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
Sélection d'entreprises pour investissement durable
“Talence Gestion a sélectionné des entreprises pour...” - Talence GestionPublication d'un rapport de durabilité pour présenter les indicateurs de gouvernance
“Clartan Associés publie un rapport de durabilité p...” - Clartan AssociésUtilisation d'indicateurs de durabilité pour mesurer la réalisation de l'objectif d'investissement durable
“Financière d'Uzès utilise des indicateurs de durab...” - Financière d'Uzès56% of similar organizations communicate on CSR issues
+1175 initiatives collected from 50 similar organizations
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