Territories
A civic commitment at the heart of our territories
Our historical affiliation with La Banque Postale has imbued us with a natural sensitivity rooted in our territories. We strive to support local businesses and help them shine while pursuing investment convictions that reflect our group’s identity.
France: an investment theme at the core of our convictions
France is internationally renowned for its expertise in sectors such as the French art of living, luxury goods, tourism and hospitality, design, aeronautics, and many more.
Small and medium-sized firms (SMEs) and intermediate-sized enterprises (ETIs) play a crucial role in their local areas, where they contribute to economic vitality and innovation, thereby strengthening France's position on the international stage.
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.
Showcasing innovators
Innovation is central to business growth and an essential source of competitiveness, which is why:
- We launchedLes Trophées de l'innovation in 2022 to reward the most innovative companies that demonstrate a commitment to promoting sustainable models.
- We support French companies in the health sector, through listed and unlisted funds.
Support for charities in our territories
Through its 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
- A portion of the management fees from LBPAM ISR Actions France & Tocqueville Silver Age SRI is donated to the LBP AM Group Foundation, which works in the fields of education, social and professional integration, and health, particularly mental health.
- LBPAM ISR Actions Environnement & Tocqueville Equity Biodiversity SRI support the CDC Biodiversité Nature 2050 Programme, which aims to strengthen regions’ adaptation to climate change and restore biodiversity by 2050.
- LBPAM SRI Human Rights was created in collaboration with the International Federation for Human Rights (FIDH), a federative non-governmental organisation dedicated to promoting respect for all human rights (civil, political, economic, social and cultural).
A foundation rooted in our territories
The LBP AM Group Foundation is a Fondation de France donor-advised fund. It is committed to equal opportunities and a more inclusive society.
Funded mainly by the redistribution of a portion of the management fees from LBP AM and La Financière de l'Échiquier, its initiatives promote education, social inclusion, skills, employment and training, and health, particularly mental health. It continues to deepen its involvement in our territories and regions including Provence-Alpes-Côte d'Azur, South-West France, Centre-Val de Loire, Pays de la Loire, Hauts-de-France, Brittany and Normandy.
Our convictions