• Presentation
  • Key figures
  • History & Values

Key Facts and Figures

La Financière de l’Echiquier is one of the foremost independent asset management companies in France. Founded in 1991, our company is wholly owned by its managers and employees.

We manage a select range of mutual funds that invest in the major equity markets, corporate bonds and convertible bonds for both private and institutional investors.

Our investment management approach is based on an in-depth knowledge of the companies in which we invest. This enables us to overcome financial market fluctuations.

Date of creation 1991
Number of employees 103 
Assets Under Management €7,6 billion
Number of mutual funds managed 19
Number of clients 4,800
Asset allocation partners 3000

Portfolio breakdown by client type

Partners and Distribution

54 %

Institutional

31 %

Private

15 %

Portfolio breakdown by fund type

Equity

66,9 %

Diversified

28,3 %

Bonds

4,8 %

Shared Values

“And the values are everywhere and in all kinds of society, broadly the same” (Aldous Huxley, Jesting Pilate: The Diary of a Journey).

Our company promises to share our values with those who put their trust in us.

What you can expect from us:

    • Shared value-added
      The objective value of a company is often different from the value fixed by the market. For over 20 years, our fund managers have generated fund performance by considering the “value of things”. In this way, they create a real value-added that we share year after year.

 

    • Shared interests
      Our company has an entrepreneurial structure wholly owned by its founders and its employees. This forges a strong alignment of interests between our clients and our employees, who are all involved in and responsible for the company’s business plan and long-term development.

 

    • Shared knowledge
      Detailed information is communicated on a regular basis and with complete transparency. In addition, we hold more than 80 events annually, for our partners and our clients, providing many opportunities to personally share our knowledge and our expertise.
  • Sharing with our community
    A responsible investor, we are also active in social and economic initiatives. Our foundation, Fondation Financière de l’Echiquier, is supported by two innovative ways: fee-sharing on two funds and employee volunteering during working hours.