Providing savings plans for employees through PEE and PERCOL, helping them manage their savings and reduce taxes.
+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.
UMR Retraite
A
Retirement savings plans (PER) for the general public and affluent clients, including direct distribution and customized plans for intermediated distribution through partnerships.
Linxea
B
Online savings solutions with reduced fees, including life insurance, retirement savings plans (PER), and real estate investment funds (SCPI).
Initiatives identified among leaders
Investissement dans la gestion durable des forêts
“UMR Retraite investit dans un fonds pour la gestio...” - UMR RetraiteDéfinition 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 MutualisteTransparence, conseil et formations sur les critères ESG pour les clients.
“Linxea s’engage à offrir une transparence accrue e...” - Linxea74% of similar organizations communicate on CSR issues
+1979 initiatives collected from 50 similar organizations
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