Financial investment advisory and portfolio management services for private, institutional, and corporate clients.
+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: July 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Hexagone
B
Financial intermediation and investment advisory services for institutional investors, covering various asset classes.
Opterm
A
Financial and investment services, including portfolio management, investment advice, and brokerage services.
DNCA Finance
A
Asset management and investment services, including portfolio management, investment funds, and financial advisory services.
Initiatives identified among leaders
Fonds actions aligné sur réduction carbon intensity et économie bas carbone.
“DNCA Finance gère un fonds (DNCA Invest Sustain Cl...” - DNCA FinancePublication d’indicateurs RSE consolidés pour un pilotage homogène des actions.
“Opterm publie un rapport RSE annuel détaillant des...” - OptermFonds actions aligné sur réduction carbon intensity et économie bas carbone.
“DNCA Finance gère un fonds (DNCA Invest Sustain Cl...” - DNCA Finance58% of similar organizations communicate on CSR issues
+871 initiatives collected from 122 similar organizations
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