Corbeilles 2014 Mieux Vivre Votre Argent


Another double win for Financière de l’Echiquier !


– Corbeille for the Best Asset Management Company over Five Years, for the second year in a row.
– Corbeille for the Best Equities Management over Five Years.


Financière de l’Echiquier confirms its leading position in the French asset management landscape. The company won two awards at the 29th “Corbeilles de la Gestion” ceremony, organised by the “Mieux Vivre Votre Argent” magazine at the Palais Brongniart on Wednesday 17 September.

For the second year in a row, Financière de l’Echiquier retained its title of “Best Asset Management Company over Five Years”, with an average score of 17.13/20. Out of the seven funds in the range assessed this year, four obtained the top score of 20/20: bond fund, Echiquier Oblig, as well as the European equities funds Echiquier Major, Agressor, and Agressor PEA.

These results testify to the quality of Financière de l’Echiquier’s management over the long term, in both the bond segment and in products invested in equities, which this year won the specific award, the “Corbeille for the Best Equities Management over Five Years”.

“The whole team is particularly proud to see our position at the top of the 5-year segment maintained over time”, underscored Didier le Menestrel, Chairman of Financière de l’Echiquier. “More than ever, these two awards strengthen our investment convictions, based on in-depth knowledge of companies and their management teams. This management method, which has remained unchanged since 1991, is what enables Financière de l’Echiquier to avoid market mood-swings and to post solid performances over time”.   

About the Corbeilles Mieux Vivre Votre Argent methodology  –

Every year since 1986, French magazine Mieux Vivre Votre Argent awards its Corbeilles prizes to three categories of asset managers: employee savings managers, retail banks and management companies. The funds selected in the management company category are ranked by category depending on their benchmark index for pure products, whereas diversified funds are placed in profiled categories depending on their degree of risk. Each fund is noted over one year and over five years depending on its performances, the average and the standard deviation of its category. To compete, a management company must have at least five funds in as many different categories, and at least one bond product. Equities and profiled products are awarded a prize for the best management over one or five years, on condition that half of the products noted show positive performances. The overall score corresponds to the average of the scores obtained in the equities and bonds categories, weighted by a ratio of 70% for equities vs. 30% for bond funds.