Life insurance and wealth management solutions, including retirement savings, health insurance, and property protection.
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
Le Conservateur
B
Providing savings and wealth management solutions, including various savings products, wealth valuation, diversification, retirement planning, tax management, and wealth transmission.
Gan Patrimoine
B
Wealth management advice, including life insurance, savings, retirement, and provision services for individuals.
Groupe Primonial
B
Wealth management, including real estate investments, life insurance, retirement planning, and financial investments. The company offers investment solutions for individuals and businesses, including SCPI, life insurance contracts, and retirement savings plans.
Initiatives identified among leaders
Développement d'une offre commerciale
“Groupe Primonial propose des niveaux de durabilité...” - Groupe PrimonialEngagement et vote actionnarial
“Le Conservateur vote contre les résolutions qui de...” - Le ConservateurPublication de données sur l'investissement socialement responsable
“Groupe Primonial publie des données sur l'investis...” - Groupe Primonial42% of similar organizations communicate on CSR issues
+2015 initiatives collected from 100 similar organizations
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