Territories

Financing French companies

As exponents of the strength and competitiveness of French SMEs and ETIs, we seek to support their development, whether they are listed or unlisted, well established or start-ups. LBP AM deploys different investment strategies to contribute to their financing.

→  Two funds invested in French listed companies:

• Tocqueville France ISR, for market-leading firms
• Tocqueville PME, for fast-growing start-ups

→  LBP AM European Private Markets:

• LBP AM’s corporate private debt division supports SMEs and ETIs across France with their financing needs, investments and external growth. We have provided over €2 billion to 120 companies in 160 transactions involving 8 funds*. 
• Our infrastructure debt and real estate debt divisions also play a key role in supporting French companies by financing energy transition initiatives and local development projects. 

_{*As of the end of 2024}

«Meeting our local champions»

Since 2023, we have held an annual event celebrating our local champions. After the success of the first event, which took place in Lyon, 2024 saw two further editions organised by LBP AM in Nantes and Lille with the support of La Poste and La Banque Postale. These events brought together several hundred advisors and clients, testifying to the strength of France’s entrepreneurial community at the heart of our territories. 

Organised as round tables with opportunities to share experiences and lessons learned, this initiative aims to promote a local entrepreneurial culture and draw inspiration from the journey of listed champions. 

"We have many champions enjoying international expansion. They are benefiting from the rise of the middle classes in emerging countries, whose consumption needs are immense and increasingly sophisticated", commented Pierre Schang, portfolio manager at La Financière de l’Échiquier.

Support for charities in our territories

Through three solidarity funds, LBP AM donates a portion of the management fees on its total AuM to charities selected for their commitment to our territories, people facing hardship, health, the environment or culture.

La Banque Postale's SRI funds

LBP AM has three solidarity funds through which it donates a portion of its management fees to charities selected for their commitment to our territories, people facing hardship, health, the environment or culture.

• Tocqueville Silver Age ISR supports Siel Bleu, which promotes the health and well-being of the most vulnerable people throughout France.
• LBP AM ISR Actions France has partnered with the Louvre Endowment Fund, which supports initiatives making art, culture and history accessible to as many people as possible across France.
• Tocqueville Environnement ISR supports CDC Biodiversité's Nature 2050 Programme, which is aimed at protecting the natural environment, restoring biodiversity and managing it sustainably throughout France.