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Providing simplified retirement savings solutions for individuals and companies, aggregating public pensions and various PER plans, and offering simplified retirement management with different saver profiles.
+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.
Groupama Épargne Salariale
B
Providing savings plans for employees through PEE and PERCOL, helping them manage their savings and reduce taxes.
Initiatives identified among leaders
Investissement dans la gestion durable des forêts
“UMR Retraite investit dans un fonds pour la gestio...” - UMR RetraiteÉvaluation de l'alignement de température du portefeuille d'actifs cotés
“La France Mutualiste évalue l'alignement de tempér...” - La France MutualisteFixation d'objectifs de performance ESG
“Groupama Épargne Salariale fixe des objectifs de p...” - Groupama Épargne Salariale76% of similar organizations communicate on CSR issues
+3080 initiatives collected from 50 similar organizations
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