Enhance financial, natural and human capital and support the sustainable transition of our clients
Consistency, Exigency, Initiative, Responsibility and Team spirit
A history spanning more than 30 years, which in 2023 gave birth to LBP AM, conviction-driven performances
LBP AM has 4 governance bodies : the Board of Directors, the Management Committee and the Supervisory Board.
Regardless of the investment tool used, for each project we explicitly seek out a positive social or environmental impact. We rely on our GREaT methodology to integrate extra-financial considerations into the heart of our decision-making.
Regardless of the type of investor contribution (financial or extra-financial), we work at all times based on the virtuous approach of complementing companies’ own approaches so that they can maximise their social or environmental impact.
Regardless of the investment considered, we have developed robust tools able to measure impact, based on social or environmental objectives, monitoring of outcomes, and an ongoing process of evaluation.
100% responsible management with a CSR policy comprising 4 pillars and precise goals by 2025
A recognised player in conviction-based equity management of long standing, Tocqueville Finance is on the podium of the Alpha League Table for the second year running. Published by SIX, this ranking places Tocqueville Finance 3rd among the best-performing French equity managers in 2022.
The “Trophées du Revenu 2023” ceremony was held on 25 May, recognising the best funds in France. Once again, LBP AM and Tocqueville Finance won two awards.
On the 19th edition of the SICAV Grand Prize – Get the Most out of Your Money, the LBPAM ISR Small Cap Euro fund was awarded the "Label Excellence," the most prestigious prize, for its consistent performance. Tocqueville Technology ISR, LBPAM ISR Actions France, LBPAM ISR Actions Euro, LBPAM ISR Actions Euro Focus Emergents and LBPAM Responsable Actions Euro were awarded the "Performance Label" for having attained the 1st decile of their respective categories.
The fund range distributed by La Banque Postale, and managed by LBP AM, was awarded 2nd place in the "Corbeille Long Terme Réseaux bancaires sur 5 ans" ranking. This distinction rewards the best-performing fund ranges over the long term, marketed by banking institutions to retail investors.