iVesta Family Office
Île-de-France, France
February 2023
Investment advising
Service with Minor Environmental Footprint
Belgium,
France
iVESTA est un multi-family office indépendant créé par des entrepreneurs pour les entrepreneurs. Parce que nous sommes convaincus que la transparence et l’alignement d’intérêts constituent le socle de relations saines et durables, nous avons décidé d’inventer un modèle de family office totalement indépendant, rémunéré uniquement sous forme d’honoraires, pour garantir notre liberté de penser et d’agir selon nos valeurs et dans l’intérêt de nos clients. Leader des multi family office indépendants, nous avons fondé une communauté puissante de 80 entrepreneurs en France et en Europe qui nous permet aujourd’hui de mettre la force du collectif au service des intérêts individuels. Grâce à notre équipe de 40 collaborateurs, nous voulons permettre à nos clients de vivre pleinement leurs succès professionnels et personnels. Engagés depuis notre création en faveur d’un monde plus durable, nous avons fait le choix de devenir entreprise à mission en 2021. Nous accompagnons ainsi nos clients dans ce défi de faire converger des objectifs financiers, sociaux et environnementaux, afin qu’au travers de leurs capitaux et de leur engagement, ils contribuent à la construction d’un monde meilleur.
Overall B Impact Score
Governance 19.1
Governance evaluates a company's overall mission, engagement around its social/environmental impact, ethics, and transparency. This section also evaluates the ability of a company to protect their mission and formally consider stakeholders in decision making through their corporate structure (e.g. benefit corporation) or corporate governing documents.
What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.
Governance 19.1
Governance evaluates a company's overall mission, engagement around its social/environmental impact, ethics, and transparency. This section also evaluates the ability of a company to protect their mission and formally consider stakeholders in decision making through their corporate structure (e.g. benefit corporation) or corporate governing documents.
What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.
Workers 40.9
Workers evaluates a company’s contributions to its employees’ financial security, health & safety, wellness, career development, and engagement & satisfaction. In addition, this section recognizes business models designed to benefit workers, such as companies that are at least 40% owned by non-executive employees and those that have workforce development programs to support individuals with barriers to employment.
Community 15.4
Community evaluates a company’s engagement with and impact on the communities in which it operates, hires from, and sources from. Topics include diversity, equity & inclusion, economic impact, civic engagement, charitable giving, and supply chain management. In addition, this section recognizes business models that are designed to address specific community-oriented problems, such as poverty alleviation through fair trade sourcing or distribution via microenterprises, producer cooperative models, locally focused economic development, and formal charitable giving commitments.
Environment 11.3
Environment evaluates a company’s overall environmental management practices as well as its impact on the air, climate, water, land, and biodiversity. This includes the direct impact of a company’s operations and, when applicable its supply chain and distribution channels. This section also recognizes companies with environmentally innovative production processes and those that sell products or services that have a positive environmental impact. Some examples might include products and services that create renewable energy, reduce consumption or waste, conserve land or wildlife, provide less toxic alternatives to the market, or educate people about environmental problems.
Customers 29.8
Customers evaluates a company’s stewardship of its customers through the quality of its products and services, ethical marketing, data privacy and security, and feedback channels. In addition, this section recognizes products or services that are designed to address a particular social problem for or through its customers, such as health or educational products, arts & media products, serving underserved customers/clients, and services that improve the social impact of other businesses or organizations.
What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.