La Financière de l'Echiquier - LFDE
Our purpose: Committing our energy and our clients' capital as pioneers in building a responsible world for tomorrow.
Our approach
LFDE manages a range of funds primarily invested in equities and bonds. Our management approach, based on an in-depth knowledge of companies, allows us to overcome market movements.
Key figures as of 01/04/2024
Breakdown of AuM by type of clients (Data as of 31/12/2023 including Tocqueville)
Breakdown of AuM by type of funds (Data as of 31/12/2023 including Tocqueville)
Values to share
The Echiquier spirit is based on meeting two requirements: a service that is both high quality and local. Every day, we strive to offer you a range of products and solutions tailored to your needs and a personalised service.
Olivier de Berranger
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.
The Groupe LBP AM Foundation
Created nearly 20 years ago to structure LFDE’s philanthropic approach by redistributing part of the management fees of certain funds, the Foundation, which became the LBP AM Group Foundation in 2024, continues its activities in the fields of education, social inclusion and mental health.
Our awards
Grands Prix de la Finance H24
Once again multi-primed, LFDE was voted 2nd management company managing between 7 and 15 billion euros of assets under management, and 3ème favorite ESG management company.
Pyramides de la Gestion Awards 2021
LFDE was awarded three prizes by the magazine Investissement Conseils, including the Best Asset Management Company prize.
Option Finance Asset Management Awards 2022
1st place SRI Communication
Alpha League Table
LFDE / Tocqueville ranked in the top 5 from 2018 to 2023.
