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.Learn more
Demanding performance and impeccable service are central to our approach, whether with our private clients or our long-standing partners such as financial advisors and institutional investors.
The pillars of our client relationships
Several meeting formats and moments of inspiration (thematic debates, annual conferences, etc.) provide our clients with a forum for regular and privileged exchanges with our teams.
We strive to build long-term relationships of trust with our clients and partners. We offer clear and regular communication, seeking to be as transparent as possible about our products, services and expertise.
We strive to adopt an informative approach on a day-to-day basis, and to provide our clients with the information they need in the most practical way possible. Financial education is a critical challenge that is of particular importance for us.
Our teaching about Responsible Investment
La Financière de l’Echiquier combines its performance requirement with a strong, long-held belief: the creation of lasting value stems from a balanced management approach that cares about today’s world and the world of the future. Our vision of responsible investment is central to our responsible approach. And because we want to share our beliefs with as many people as possible, we have launched various educational initiatives, including::
- L’Ecole de l’ISR by LFDE, training our clients, and particularly wealth management advisers, in responsible investment.
- The podcast “Un pied devant l’autre” (“One foot in front of the other”), which teaches people about responsible investment. Listeners can learn step-by-step how their investments can help shape the world of tomorrow, empowering them to make clear and informed choices.
- An SRI MOOC is offered to all employees as soon as they join the company in order to familiarise them with sustainable finance and LFDE’s commitments as quickly as possible.
La Financière de l’Echiquier pays particular attention to the professional and personal development of its employees, as their well-being is also an essential factor of cohesion and a driver of efficiency – and in turn a source of collective performance.
Numerous initiatives are aimed at improving the quality of life at work and ensuring balance between family and professional life: company nursery, sponsorship of new employees, climbing wall, gym, photo collection, etc.
Sharing of value created
Our compensation and share ownership policy helps promote the commitment of our employees by redistributing value to those who play a part in its creation.
We offer countless learning opportunities to employees and encourage the development of personal expertise. The company funds external diploma courses
Exceptional moments together
We forge strong bonds between our employees every day thanks to many opportunities for exchange – seminars, events, etc. – and the Fondation Financière de l’Echiquier’s skills sponsorship schemes.
La Financière de l’Echiquier works on many fronts to reduce its environmental impact.
Our climate commitment
We adopted an ambitious climate & biodiversity strategy and refined our climate governance. We have made nine pledges, which we have integrated into all our business lines and decision-making processes. This commitment is assessed in an annual climate & biodiversity report.
Eco-responsible actions every day
Waste sorting, waste reduction policy, energy saving, paper and computer recycling, planting of roof-gardens, etc.
A bee-friendly company
Perched on the roof of our premises, our hives serve a dual purpose: conserve biodiversity in the city and preserve ancestral know-how.
LFDE’s philanthropic DNA has been reflected in multiple actions for over 15 years. Several of our investment solutions, especially our impact funds, reallocate a portion of their management fees to charitable projects. Our flagship initiative is the Primonial Group Foundation, formerly the Fondation Financière de l’Echiquier, which supports solidarity projects in favour of education, integration and healthcare. An in-house equal opportunities programme, Les Maisons des Jeunes Talents, also offers brilliant scholarship students the chance to access preparatory classes for the most prestigious higher education institutions. Since 2022, the LFDE impact fund has supported several new projects, including the “Osons ici et maintenant” association’s “100% Transition” youth workforce reintegration programme, the National Natural History Museum’s endowment fund, and the “Les P’tits doudous” association network to improve the well-being of hospitalised children.The Foundation