La Financière de l’Echiquier publishes a first impact report

Echiquier Positive Impact Europe is today publishing its first impact report.

 

La Financière de l’Echiquier (LFDE) was one of the first management companies in France to launch an investment solution in response to the United Nations Sustainable Development Goals (SDG).

This first report, prepared with the help of consultant Impact Leap, reflects LFDE’s determination to measure in a practical and completely transparent manner the direct impact of its investment strategy inspired by the SDGs, whose aim – as its name implies – is to generate a positive impact through its investments by directing capital to companies making a meaningful contribution to the SDGs, and to be able to demonstrate it.

Per million euros invested in Echiquier Positive Impact Europe, whose assets under management today stand at close to 90 million euros, the products and services offered by the companies[1] in the portfolio have resulted in:

 

 

“Measuring the effectiveness of our investment strategy and assessing the results obtained is characteristic of the LFDE spirit. Producing accurate reporting is essential to both investors and our partners,” said Sonia Fasolo, manager of Echiquier Positive Impact Europe.

“We are proud of this first impact report. It symbolises our SRI aims, which contribute to a major objective: to create the best possible ecosystem for all our partners” said Christophe Mianné, Chief Executive Officer of LFDE.

Since its inception, the SICAV has generated a cumulative performance of 94.9%, vs 82.6% for its benchmark[2] (7.5% on an annualised basis, vs 6.8% for its benchmark), with volatility of 13.2%. Since the beginning of the year, the SICAV has gained 16.4%, vs 11.3% for its benchmark, the MSCI Europe NR. Past performance is not an indication of future performance. The SICAV carries a risk of capital loss and is exposed to various market risks, mainly equity risk.[3]

 

To consult the report, click here.

 

[1] All data in the report are as of 31.12.2018
[2] Benchmark of the Echiquier Positive Impact Europe SICAV: MSCI EUROPE NR
[3] Before subscribing, you should consult the fund prospectus, available on the La Financière de l’Echiquier website, to acquaint yourself with the product’s characteristics and risks.