Sharing and Solidarity Fund Range
Investing Responsibly and with Commitment
LBP AM, a subsidiary of La Banque Postale, offers retail clients a responsible investment range composed of sharing funds and a solidarity fund, designed for investors seeking to combine financial performance, strict SRI standards, and social engagement.
This range is fully aligned with the DNA of LBP AM and the La Banque Postale Group, both committed to supporting local communities, social cohesion and the ecological transition.
It is built around two complementary mechanisms:
- Sharing funds, which donate part of their annual management fees to partner associations active in culture, health, solidarity and the environment.
- A solidarity fund, which invests directly in enterprises certified as “Solidarity Enterprise of Social Utility” (ESUS).
Together, these mechanisms support concrete initiatives across France and contribute in a measurable way to sustainable social and environmental benefits.
Les fonds de partage LBP AM
LBPAM ISR Actions France & Tocqueville Silver Age SRI
LBPAM SRI Actions France invests in leading French companies and high-potential groups. Tocqueville Silver Age SRI focuses on opportunities linked to ageing populations by investing in the Silver Economy: health, autonomy, services and leisure for seniors.
A portion of the management fees is donated to the LBP AM Group Foundation, which supports initiatives in education, socio-professional integration and health, with a particular focus on mental health.
LBPAM ISR Actions Environnement & Tocqueville Equity Biodiversity SRI
These two thematic funds target key environmental challenges: the energy transition, and biodiversity preservation and restoration.
They support the Nature 2050 Programme led by CDC Biodiversité, which aims to strengthen territorial climate adaptation and restore biodiversity by 2050.
LBPAM SRI Human Rights
This fund implements a responsible investment strategy centred on the respect of human rights.
It was created in collaboration with the International Federation for Human Rights (FIDH), a federative NGO whose mission is to defend all human rights—civil, political, economic, social and cultural.
LBP AM Solidarity Fund
LBPAM ISR Actions Solidaire
This fund aims to combine financial performance, rigorous SRI management and solidarity-based investment. It includes stakes in ESUS-certified enterprises committed to:
- education
- health
- the environment
- solidarity and social inclusion
It particularly supports impactful organisations such as France Active, Habitat et Humanisme and Union pour l’Enfance.
What role does the LBP AM Group Foundation play?
The LBP AM Group Foundation, hosted by the Fondation de France, focuses on three priority areas: education, integration and health, with a special focus on mental health.
With a territorial approach, the Foundation selects and supports local non-profit projects, coordinates relationships with partner associations, and supervises the allocation of funds to organisations of general interest, as well as project monitoring and evaluation.
Since 1 January 2026, the Foundation has received a portion of the management fees from two sharing funds (Tocqueville Silver Age SRI and LBPAM SRI Actions France). It oversees the allocation of these funds and monitors the supported projects.
A dedicated Engagement Committee, including representatives from La Banque Postale, validates the projects to ensure strong governance and strategic coherence in the selection of beneficiaries.