Asset management, employee savings plans, discretionary portfolio management, real estate, and private banking services.
+160,000
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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: December 2025
This analysis is not yet available in English. Please see the French version.
B
The organization is among the top 20% of organizations with the most committed CSR communication, excluding the top 5%, among comparable organizations.
Leading organizations
Amundi
A
Asset management for retail, institutional, and corporate clients, offering a range of savings and investment solutions in active and passive management, as well as real assets.
Montpensier Finance
B
Asset management and private wealth management, offering a range of investment funds across various sectors and asset types.
Rhétorès Finance
B
Providing wealth management services, including asset management, private equity, and real estate investments.
Initiatives identified among leaders
Développement d'une offre commerciale pour la finance responsable
“Amundi développe une offre commerciale pour la fin...” - AmundiMise en place d'une stratégie climatique pour atteindre la neutralité carbone
“Montpensier Finance met en place une stratégie cli...” - Montpensier FinanceSoumission de la stratégie climatique au vote consultatif annuel de l'Assemblée Générale
“Amundi soumet sa stratégie climatique au vote cons...” - Amundi63% of similar organizations communicate on CSR issues
+4041 initiatives collected from 100 similar organizations
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