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La Financière de l'Echiquier - LFDE

Established in 1991, La Financière de l’Echiquier is one of France’s leading asset management boutiques.

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 30/06/2021

Creation

1991

Assets under management

13,4 billion euros

Employees

+130

Fund management team

35

Areas of expertise

5

ESG Integration

92% of AuM

Breakdown of AuM by type of clients

Breakdown of AuM by type of funds

Values to share

Bettina Ducat

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

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.

Amadeis Management Companies Awards 2021

Pyramides de la Gestion Awards 2021

LFDE was awarded three prizes by the magazine Investissement Conseils, including the Best Asset Management Company prize.

Pyramides de la Gestion Awards 2021

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.

Grands Prix de la Finance H24

Option Finance Asset Management Awards 2021

Third place for SRI Communications and third place for Customer Service.

Our story