From socially responsible investment to small and medium-sized European stocks, Global and European thematics and asset allocation, each of our areas of expertise is treated on the basis of an approach developed in line with our convictions.
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 is reflected in the 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.
For perfect transparency, all information relating to our methodology and our investments is always accessible and 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.
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.
Two complementary strategies, one shared feature: active conviction-based management drawing on fundamental analysis of companies.
|Echiquier Altrarocca Convertibles||Echiquier Convexite Europe|
|Management style||Conservative approach/credit-driven analysis||Search for convexity/equity-driven analysis|
|Benchmark||Exane ECI Euro TR||Exane ECI Europe TR|
|Investment universe||“Pure” euro convertible bonds||Listed European convertible bonds and options|
|Currency||Euro||All currencies/Currency hedging (including implicit)|
|Issue size||Greater than €100 million||No minimum size|
|High yield and non rated||High yield < 20% of the fund Issuers not officially rated but benefiting internally from a rating based on an agency-type methodology (S&P) can represent up to 100% of the fund.||No constraints|
|Interest rate hedging||No||Yes|
The combination of our selection know-how and our strategic and tactical allocation for all risk profiles
Four key words:
Our management team benefits from expertise forged in the field.
Our analysis is based on the economic and financial environment, as well as on the specific nature of your constraints and objectives.
Equities, corporate bonds, convertible bonds or mutual funds, each investment vehicle is carefully selected in light of our market knowledge.
We know how to react diligently and quickly adapt asset allocation.
Social issues, major trends in the global economy: our thematic solutions
Echiquier Positive Impact Europe: give meaning to your investments through European equities contributing to the sustainable development goals.
Echiquier Artificial Intelligence: invest in the future through international equities on the theme of artificial intelligence
Echiquier Robotics: invest in international equities on the theme of automation
Echiquier Luxury: invest in international equities in the luxury goods sector