La Financière de l'Echiquier - LFDE
Our purpose: Committing our energy and our clients' capital as pioneers in building a responsible world for tomorrow.
Our approach
LFDE manages a range of funds primarily invested in equities and bonds. Our management approach, based on an in-depth knowledge of companies, allows us to overcome market movements.
Key figures as of 01/04/2024
Breakdown of AuM by type of clients (Data as of 31/12/2023 including Tocqueville)
Breakdown of AuM by type of funds (Data as of 31/12/2023 including Tocqueville)
Values to share
The Echiquier spirit is based on meeting two requirements: a service that is both high quality and local. Every day, we strive to offer you a range of products and solutions tailored to your needs and a personalised service.
Olivier de Berranger
CEO of LFDE
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 30 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.
The Groupe LBP AM Foundation
Created nearly 20 years ago to structure LFDE’s philanthropic approach by redistributing part of the management fees of certain funds, the Foundation, which became the LBP AM Group Foundation in 2024, continues its activities in the fields of education, social inclusion and mental health.
Our awards
Grands Prix de la Finance 2023 of H24 Finance
Once again multi-awarded, LFDE was voted 2nd place of asset manager (between 7 and 15 billion euros of assets under management), and 3rd place of favorite ESG asset manager.
Sicav de Cristal 2023 – Belgium
Echiquier Space was awarded 1st prize for the most innovative Sicav by La Libre Eco at the Sicav de Cristal 2023 awards.
Grands prix des Sicav – Mieux Vivre Votre Argent 2024
LBP AM ISR Actions Small Cap Euro (C & D share classes), whose management is delegated to LFDE, has been awarded the Excellence label. The Tocqueville Euro Equity ISR fund was awarded the Performance** label.
* This label represents the highest distinction awarded to funds ranking in the top decile of their category for over five years (Performance criterion) and in the top half of their category every year for five years (Consistency criterion).
** This label rewards funds ranked in the top decile of their category over five years.
Trophées de la Finance Responsable 2023
LFDE received several awards, including 1st prize in the European Impact Equity category for the Echiquier Positive Impact Europe fund, and 3rd prizes for Echiquier Major SRI Growth Europe (European Equity category) and Echiquier Climate & Biodiversity Impact Europe (Environmental Impact Equity category).
Trophées du Revenu 2024 of top funds
Echiquier World Equity Growth was awarded a gold trophy in the ‘Best international equity fund over 10 years’ category at the Trophées du Revenu 2024 awards.
High alpha generation over the long term
LFDE/Tocqueville : 6 consecutive years in the Top 5 of the Alpha League Table
