CSR Positioning Maubourg Patrimoine | initiatives and commitments

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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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

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Last update: December 2025

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Our analysis of CSR engagements at Maubourg Patrimoine

This analysis is not yet available in English. Please see the French version.

Sources analyzed
(6 documents)

CSR analysis score of maubourg-patrimoine.fr

The organization is among the top 5% of organizations with the most committed CSR communication, among comparable organizations.

How our score is calculated?

Competitive analysis

Leading organizations

PERENNITY Stratégie & Patrimoine

Financial and wealth management advisory services for entrepreneurs, individuals, families, and independent professionals.

Socoa Conseil

Financial and real estate investment advisory services for wealth management, including tax optimization, inheritance planning, and socially responsible investments.

H&D Patrimoine

Financial and investment advisory services for individuals, including retirement planning, tax optimization, real estate investment, capital growth, succession planning, and insurance.

Initiatives identified among leaders

Définition d'une politique d'entreprise responsable

“PERENNITY Stratégie & Patrimoine a défini une poli...” - PERENNITY Stratégie & Patrimoine

Offre engagée pour la transition écologique ou sociale

“H&D Patrimoine propose le dispositif Girardin Indu...” - H&D Patrimoine

37% of similar organizations communicate on CSR issues

+445 initiatives collected from 100 similar organizations

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CSR Analysis Maubourg Patrimoine

CSR / Transition Solutions

Sector data Finance, banque et assurances