CSR Analysis Gestion de Patrimoine

CSR / Transition Solutions

Investment

gestiondepatrimoine.com propose des investissements responsables avec des fonds ISR, qui concilient la performance financière et les critères environnementaux et sociaux

Biodiversity

gestiondepatrimoine.com propose des investissements dans des groupements forestiers pour réduire les impôts, avec des avantages fiscaux tels que des crédits d'impôt et des réductions d'impôt

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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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Detailed analysis by theme

Analysis by axis

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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

Our Complete Methodology FAQ on CSR scores

Last update: January 2026

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Competitive analysis

Leading organizations

KG Patrimoine

Providing wealth management advice, including real estate investment, tax optimization, and inheritance planning.

Gan Patrimoine

Wealth management advice, including life insurance, savings, retirement, and provision services for individuals.

Neofa

Providing financial advisory services for wealth management, including investments, tax optimization, real estate investments, retirement planning, and estate planning.

Initiatives identified among leaders

Offre d'épargne responsable

“Gan Patrimoine propose une offre d'épargne respons...” - Gan Patrimoine

Analyse de la quantité d'énergie d'origine renouvelable et recommandations pour économiser

“KG Patrimoine analyse la quantité d'énergie d'orig...” - KG Patrimoine

48% of similar organizations communicate on CSR issues

+668 initiatives collected from 130 similar organizations

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CSR Analysis Gestion de Patrimoine

CSR / Transition Solutions

Sector data Finance, banque et assurances

Detailed analysis by theme

Discover the complete analysis

How are these scores calculated?

Our analysis of CSR engagements at Gestion de Patrimoine

Sources analyzed
(2 documents)

Groupement Forestier, investir en GFF pour réduire ses impôts

ISR : Qu’est-ce que l’investissement social responsable ?

CSR analysis score of gestiondepatrimoine.com

Competitive analysis

Do you represent Gestion de Patrimoine?

Interested in this data ?

CSR Analysis Gestion de Patrimoine

CSR / Transition Solutions

Sector data Finance, banque et assurances

Detailed analysis by theme

Discover the complete analysis

How are these scores calculated?

Our analysis of CSR engagements at Gestion de Patrimoine

Sources analyzed (2 documents)

CSR analysis score of gestiondepatrimoine.com

Competitive analysis

Do you represent Gestion de Patrimoine?

Interested in this data ?

Sources analyzed
(2 documents)