Give more meaning to your investments
La Financière de l’Echiquier offers socially responsible investment solutions and also integrates the analysis of non-financial criteria across its entire active management portfolio. The analysis of ESG criteria helps better identify risks and detect new investment opportunities.
Our SRI funds
Our responsible investment solutions are central to our responsible investment approach. They have obtained the French government’s SRI label.
Echiquier Major SRI Growth Europe
- European Large Cap Growth equities
- Companies leaders in their sector
- An ISR approach to select best-effort and best-in-universe stocks
- Bottom-up conviction-based management
Echiquier Positive Impact Europe
- European stocks of all styles and all market caps
- Companies contributing positively to the UN Sustainable Development Goals (SDGs)
- A SICAV with a demanding
- Management fees shared for philanthropic purposes
Our investment approach
Our committed strategy aims to contribute purposefully to the resolution of major global challenges, in particular by helping finance companies that make an active contribution to the sustainable development of our societies.
Exclude controversial practices and sectors
Certain sectors such as tobacco, controversial weapons and thermal coal are excluded from all of our investment solutions. Our SRI funds have an even more restrictive exclusion policy.
Identify risks through ESG analysis
Our ESG methodology forged in 2007 has been enriched over the years. We apply it systematically and rigorously to all the stocks present in our SRI-Investment funds. We have adapted it to analyse 100% of the securities invested in our non-SRI Investment funds.
Detect new opportunities through SDGs
We believe that the financial industry has a responsibility in directing capital to companies that contribute positively to sustainable development issues. Echiquier Positive Impact Europe takes our SRI ambition further by supporting companies with a proven positive impact on achieving the UN SDGs.
ESG integration for all our funds
Our goal is to analyse 100% of the stocks held across all of our funds on environmental, social and governance (ESG) criteria. This shared core of responsibility aims to progressively align the practices of the entire management team with those implemented within the framework of SRI funds.
A dedicated SRI team placed at the heart of our management
Our SRI team manages the internal ESG rating work of the companies in the SRI funds. It provides the entire management team with day-to-day support in our ESG integration process.
Find out more
SRI, a conviction from the very beginningFor further information
Our ESG analysis
Our ESG analysis methodology is based on systematic meetings with company leaders focused on sustainable development issues.For further information
Find out more
Access our SRI documentation, or explore the theme.For further information