
Insurance brokerage and wealth management advisory services for individuals and professionals, including life insurance, provident, retirement planning, and financial optimization.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, among comparable organizations.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including MS Patrimoine et Assurances's, to extract CSR initiatives and communications containing risky environmental claims.
Greenwashing risk score + your position within your sector
+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
Courtana
B
Insurance brokerage and wealth management services for individuals and businesses, offering personalized advice and financial planning solutions.
Groupe Bianco
A
Insurance brokerage, wealth management, and credit brokering services for individuals and professionals.
Proximité Courtage
B
Insurance brokerage and financial investment advisory services, including health protection, retirement planning, and loan insurance.
Initiatives identified among leaders
Classification SFDR des produits financiers selon leur impact ESG
“Groupe Bianco classe les produits distribués selon...” - Groupe BiancoIntégration des risques ESG et déclaration PAI en cours de formalisation
“Groupe Bianco intègre les risques de durabilité da...” - Groupe Bianco38% of similar organizations communicate on CSR issues
+680 initiatives collected from 265 similar organizations
Is your score incomplete? Update your CSR information and improve your positioning.
Claim this page
Updated data
Personalized recommendations
Access complete data, competitive analyses and actionable recommendations for your clients.
Comprehensive sector benchmarks
Competitive data
Ready-to-use reports