• Company age
  • Awards
  • Assets under management

"The Echiquier spirit is based on meeting two requirements: a service that is both high quality and local. Our daily ambition is to offer you tailor-made service and dedicated solutions." by Olivier de Berranger, Deputy CEO of LFDE

La Financiere de L’Echiquier

Established in 1991, La Financière de l’Echiquier is one of France’s leading asset management boutiques. LFDE combines its performance requirements with a strong and long-standing conviction: the creation of sustainable value results from balance and a management perspective focused on the world of today and tomorrow. Our vision of responsible investing is central to our responsible approach.

LFDE manages a range of funds primarily invested in equities, corporate bonds and convertible bonds. Our management approach, based on an in-depth knowledge of companies, allows us to overcome market movements.

 

What you can expect from us in concrete terms:

Sharing of value added

  • Our managers have built our funds’ performance by paying close attention to the “value of things” for more than 27 years. This is how they create the value that we share year after year.

Sharing of interests

  • The alignment of interests between clients and fund managers is at the heart of La Financière de l'Echiquier's concerns and is guaranteed in particular by the indexation of fund managers' remuneration to the performance of the funds and that of LFDE.

Sharing of know-how

  • Information is regularly provided in a transparent manner. More than 80 annual events provide further opportunities to share in-depth expertise with our clients and partners.

Sharing with our community

  • La Financière de l’Echiquier is a stakeholder in the social and solidarity economy. Our Foundation is backed up by two innovative mechanisms: the sharing of fund management fees, and the sharing of our employees’ time.

 

Our investment philosophy

A long-term approach to investing

  • When we trust a management team, we give them the time they need to implement a strategy that will create value.

Active management to overcome market ups and downs

  • We believe that the key to performance lies in the ability to overcome market noise and “short-termism”, and to focus on a company’s fundamentals.

Special attention to risk management and volatility

  • Our aim is to achieve an optimised risk/return profile.

 

Our method

The fund managers and analysts of La Financière de l’Echiquier follow more than 2,000 companies across more than 40 countries, drawing on a methodology that is unchanged since our inception, and which breaks down into three key steps.

Meet

More than 1,200 meetings each year.

Nothing can replace face-to-face contact to gauge the quality of management.

Assess

Qualitative and quantitative ratings

Each company is then rated on the basis of financial and non-financial criteria.

Value

Buy and sell prices

In-depth financial analysis – conducted internally from A to Z – serves to set a buy price and a target sell price.

News

The following product categories are offered

  • Bond Convertibles
  • Bond Single Currency
  • Equity Growth
  • Equity Regions
  • Equity Sectors
  • Equity Value
  • Liquid Alternatives
  • Money Market
  • Multi Asset
  • Sustainable

Company age

Founded 1991
- 28 -
years

Awards

  • Climetrics Funds Awards : Echiquier Major SRI Growth Europe Fund
  • GFSI Swiss Sustainable Funds Awards : Echiquier Positive Impact Fund

Assets under management

More than
10
bn CHF

Direct contact

La Financiere de L’Echiquier
15 Rue du General Dufour

1204 Geneva
Switzerland