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, corporate bonds and convertible bonds. Our management approach, based on an in-depth knowledge of companies, allows us to overcome market movements.
Key figures as of 31/12/2022
Breakdown of AuM by type of clients
Breakdown of AuM by type of funds
Values to share
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.
Bettina Ducat
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.
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 awards
Amadeis Management Companies Awards 2021
Once again, LFDE was named among the leading asset management companies by the Amadeis consultancy firm, which honours the highest-rated management companies among French institutional investors. For the third consecutive year, LFDE was ranked first among asset management companies managing less than €10 billion, and first in the Marketing and Sales category.
Pyramides de la Gestion Awards 2021
LFDE was awarded three prizes by the magazine Investissement Conseils, including the Best Asset Management Company prize.
Grands Prix de la Finance H24
Once again, LFDE received a number of awards across even more categories. LFDE was voted the number one management company with assets of between €7 billion and €15 billion under management.
Option Finance Asset Management Awards 2022
1st place SRI Communication