Institutional investment advisory services, covering all stages of portfolio management except for asset management. Services include fundamental and quantitative research, market analysis, and data management.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, 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
Talence Gestion
B
Private asset management and investment advisory services, including portfolio management and dedicated funds.
Amadeis
B
Consulting firm for institutional investors, offering customized services and solutions for financial, real estate, and impact investments.
iM Global Partner
B
Asset management, research and investment, and business development. Construction, management, oversight, and monitoring of diversified ranges of active investment solutions delegated to selected best-in-class investment teams.
Initiatives identified among leaders
Intégration de pratiques durables dans la gestion d'actifs
“iM Global Partner intègre des pratiques durables d...” - iM Global PartnerPublication d'un rapport RSE
“Talence Gestion a publié un rapport RSE, qui prése...” - Talence GestionRenouvellement de partenariat avec le Centre Français des Fonds et Fondations
“Amadeis renouvelle son partenariat avec le Centre ...” - Amadeis66% of similar organizations communicate on CSR issues
+813 initiatives collected from 50 similar organizations
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