Our expertise
From small and medium-sized stocks to European and international equities, responsible investment, European credits or asset allocation, we have developed conviction-based approaches for each of our areas of expertise.
European and international equities
30 years specialising in stock selection
Stock pickers since inception : we put in-depth knowledge of companies and their leaders at the heart of our process.
Our original expertise in European stock picking was expanded to include international large caps. We invest in global growth drivers with Echiquier World Equity Growth, in innovative growth companies and upcoming global leaders with World Next Leaders, and in social issues and global economic trends through our themed funds, such as Echiquier Artificial Intelligence.
Socially Responsible Investment
For sustainable creation of value
Making the most of sustainable development and a responsible economy. That is the basis of Socially Responsible Investment (SRI).
For us, it means rigorous selection of the companies in which we invest.
We combine non-financial analysis (ESG criteria) with financial analysis of companies to obtain a 360° view of the risks and opportunities of our investments. The companies analysed must obtain a minimum ESG score to be part of our SRI solutions.
This methodology has been refined over more than 12 years earning us the French official state SRI label for multiple funds and Belgian and German labels for two funds..
In the interest of perfect transparency, full information on our methodology and investments is available on our website.
European small and mid caps
An inefficient universe, rich in opportunities, where our stock-picking know-how is key
Each opportunity is subject to a fundamental and independent analysis following a disciplined process:
Estimation of the relevance of growth projects,
leadership positioning and alignment of interests with management.
Meetings with company managers across Europe
to validate fundamental analysis and establish close relationships with companies.
Extra-financial analysis
to complete the fundamental vision and assess risks and opportunities.
Methodical and rigorous investment
by a team of three managers, backed up by two analysts, specialised in European small and mid caps.
Multi asset expertise
Seeking yield wherever it is to be found, thanks to areas of expertise developed in-house.
La Financière de l'Echiquier puts all its areas of specialist expertise at your service: asset allocation, European and international equities, etc. investing in the full spectrum of corporate debt, mainly in Europe. Our know-how is based on:
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A strategic and tactical approach
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Access to different growth drivers through diversification
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Arbitrage within and between asset classes to maximise risk/return
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Derivatives used for hedging
This toolbox means we can react fast and maximise our ability to mitigate market reversals. This know-how is evident in the allocation offered by the Echiquier ARTY SRI fund and in our customised solutions.
Asset allocation
The combination of our selection know-how and our strategic and tactical allocation for all risk profiles
Four key words:
Experience
Our management team benefits from expertise forged in the field.
Rigour
Our analysis is based on the economic and financial environment, as well as on the specific nature of your constraints and objectives.
Know-how
Equities, corporate bonds, convertible bonds or mutual funds, each investment vehicle is carefully selected in light of our knowledge of global markets.
Agility
We know how to react diligently and quickly adapt asset allocation.
Thematics
Social issues and deep trends in the global economy: our thematic solutions
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Give meaning to your investments with Echiquier Positive Impact Europe: invest in European equities contributing to sustainability.
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Play the fourth industrial revolution with : invest in international equities on the theme of artificial intelligence.
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Robots are the future: with , invest in international equities on the theme of automation.
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Add style to your savings with Echiquier Luxury: invest in international equities in the luxury goods sector.
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An ageing population, new treatments, the potential of emerging markets with Echiquier Health: invest in international health-related stocks.
Credit and Convertible bonds
LFDE's stock picking expertise applied to bonds
We invest in a wide range of bonds:
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Corporate debt: hybrids, convertibles, senior secured and unsecured
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Financial debt: Tier 1, Tier 2, CoCos, senior, etc.
We offer you a range of vehicles to invest in this asset class:
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Echiquier Short Term Credit : selection of corporate paper and short-dated bonds mostly from corporate issuers
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Echiquier Credit SRI Europe : invest in corporate and financial debt mainly in the euro zone, either investment grade or high yield
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Echiquier Convexité SRI Europe et Echiquier AltaRocca Hybrid Bonds : 2 complementary strategies to invest in European convertible bonds (see below).
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Echiquier AltaRocca Hybrid Bonds : invest in perpetual or long-dated subordinated bonds, denominated in euros and issued by non-financial companies
ESG integration
To exercise our responsibility towards companies and our investors
All of our actively managed funds integrate the analysis of ESG (Environmental, Social and Governance) criteria. We are actively working to progressively align the practices of the entire management team with those implemented within the framework of Socially Responsible Investment funds.
Thus, in addition to carrying out this detailed work of ESG analysis of companies with the same rigour, we strive to exclude from our portfolios all sectors involving the production of tobacco, thermal coal and controversial armaments. We are also vigilant about controversies that may affect the companies in the portfolio. Our Ethics Committee’s purpose is to discuss and rule on the most sensitive cases of controversy.