CSR Analysis Ad patrimoine

CSR / Transition Solutions

Investment

AD Patrimoine propose une gamme de fonds labellisés Investissement Socialement Responsable (ISR) permettant aux clients d'investir dans des entreprises engagées dans la réduction de leurs émissions de gaz à effet de serre.

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Sector data Finance, banque et assurances

39,563CSR initiatives analyzed in sector Finance, banque et assurances

4,123Companies in sector Finance, banque et assurances

1,815SMEs (10 to 250 employees) in sector Finance, banque et assurances

+160,000

Total organizations analyzed

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Detailed analysis by theme

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How are these scores calculated?

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

Our Complete Methodology FAQ on CSR scores

Last update: March 2026

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Competitive analysis

Leading organizations

Alter finances

Wealth management consulting, including financial and real estate investments, tax optimization, and retirement planning.

Attitude Patrimoine

Wealth management services, including patrimonial audit, tax optimization, retirement planning, wealth transmission, and real estate investment. We also provide social protection services for independents, executives, and companies.

Ascalon Finances

Wealth management and financial advisory services for individuals, business owners, and professionals, including capital management, tax optimization, retirement planning, and estate planning.

Initiatives identified among leaders

Intégration de critères ESG dans les solutions de gestion de patrimoine

“Attitude Patrimoine intègre des critères environne...” - Attitude Patrimoine

Activités sportives et séances de relaxation pour les salariés

“Le comité bien-être organise régulièrement des act...” - Attitude Patrimoine

Offre d’investissement labellisée ISR pour intégrer critères sociaux et climatiques renforcés.

“Alter finances intègre le **label ISR (Investissem...” - Alter finances

37% of similar organizations communicate on CSR issues

+379 initiatives collected from 236 similar organizations

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CSR Analysis Ad patrimoine

CSR / Transition Solutions

Sector data Finance, banque et assurances

Detailed analysis by theme

Discover the complete analysis

How are these scores calculated?

Our analysis of CSR engagements at Ad patrimoine

Sources analyzed
(1 document)

Ad Patrimoine, Notre engagement pour la biodiversité

CSR analysis score of adpatrimoine.fr

Competitive analysis

Do you represent Ad patrimoine?

Interested in this data ?

CSR Analysis Ad patrimoine

CSR / Transition Solutions

Sector data Finance, banque et assurances

Detailed analysis by theme

Discover the complete analysis

How are these scores calculated?

Our analysis of CSR engagements at Ad patrimoine

Sources analyzed (1 document)

CSR analysis score of adpatrimoine.fr

Competitive analysis

Do you represent Ad patrimoine?

Interested in this data ?

Sources analyzed
(1 document)