Portfolio management company offering fund research, portfolio management, asset allocation advice, and access to various investment strategies, including unlisted assets.
+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: March 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.
Clartan Associés
B
Independent asset management company offering portfolio management and investment services to individuals, families, and associations.
BDL Capital Management
B
Asset management for institutional clients, private banks, and wealth management advisors, specializing in European equities with in-depth fundamental analysis.
Initiatives identified among leaders
Adhésion à des initiatives pour la transition climatique
“BDL Capital Management adhère à des initiatives po...” - BDL Capital ManagementDéfinition d'indicateurs de performance ESG
“Talence Gestion suit les indicateurs de performanc...” - Talence GestionPublication d'un rapport de durabilité pour présenter les indicateurs de gouvernance
“Clartan Associés publie un rapport de durabilité p...” - Clartan Associés92% of similar organizations communicate on CSR issues
+1901 initiatives collected from 49 similar organizations
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