Design of savings and protection solutions for all life paths. Services include retirement preparation, savings enhancement, capital transmission, health care coverage, credit insurance, and anticipation of dependency consequences.
A
CSR Analysis score
The organization is among the top 5% of organizations with the most committed CSR positioning, among comparable organizations.
+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.
Leading organizations
La France Mutualiste
B
Providing savings and retirement preparation solutions, including life insurance and individual retirement savings plans.
Le Conservateur
B
Providing savings and wealth management solutions, including various savings products, wealth valuation, diversification, retirement planning, tax management, and wealth transmission.
Groupama
A
Life insurance solutions for savings and capital transmission, including managed and self-directed investment options with tax benefits and facilitated transfer to beneficiaries.
Initiatives identified among leaders
Publication d'indicateurs financiers alignés sur la taxonomie européenne des investissements.
“Groupama publie des rapports conformes à la taxono...” - GroupamaDéfinition d'une politique d'exclusion progressive des émetteurs actifs dans les hydrocarbures non conventionnels
“La France Mutualiste a déterminé une politique d'e...” - La France MutualisteContrôle des caractéristiques environnementales ou sociales
“Le Conservateur contrôle les caractéristiques envi...” - Le Conservateur54% of similar organizations communicate on CSR issues
+2597 initiatives collected from 50 similar organizations
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