Territories

Contributing to the Financing of French Companies  

Convinced of the strength and competitiveness of French SMEs and ETIs, we seek to support their development, whether they are listed or unlisted, champions in their sector or emerging. LBP AM deploys several investment strategies to contribute to this

→  Focus on two funds invested in listed French companies:

• Tocqueville France ISR, dedicated to structural champions
• Tocqueville PME, dedicated to emerging groups

→  Focus on LBP AM European Private Markets:

• The corporate private debt division of LBP AM supports SMEs and ETIs across France in their financing needs, investments, external growth, etc. More than 120 companies and 160 transactions have been supported, for over 2 billion euros through 8 funds*.
• The infrastructure debt and real estate debt divisions of LBP AM also play a key role in supporting French companies by financing essential projects for the energy transition and territorial development.
   

_{*As of the end of 2024}

«Meeting Our Territorial Talents»

Highlighting our territorial champions is the vocation of an annual event we have organized since 2023. After the success of the first edition held in Lyon, two other stages were organized in 2024, in Nantes and Lille, by LBP AM with the support of La Poste and La Banque Postale. These events, which brought together several hundred advisors and clients, testify to the vitality of French entrepreneurship at the heart of the territories.

Organized as round tables and enriching feedback sessions, this initiative aims to promote local entrepreneurship as well as the journey of listed champions.

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

Supporting Committed Actors at the Heart of Territories 

Through 3 solidarity funds, LBP AM donates a portion of the management fees on all their assets to associations selected for their commitment to territories, solidarity, health, the environment, or culture

La Banque Postale's Committed Range

LBP AM donates, through 3 solidarity funds, a portion of the management fees to associations selected for their commitment to territories, solidarity, health, the environment, or culture.

• Tocqueville Silver Age ISR supports the Siel Bleu association, whose goal is to promote the health and well-being of the most vulnerable people throughout France.
• LBPAM ISR Actions France has partnered with the Louvre Endowment Fund, whose mission is to make art, culture, and history accessible to as many people as possible across France.
• Tocqueville Environnement ISR supports the CDC Biodiversité's Nature 2050 Program, which aims to protect the natural environment, restore biodiversity, and manage it sustainably throughout France.