News & Knowledge

2022, 19 May

The Dividend Letter

Companies often do not fit in the box we put them in. Grouping companies based on geography or industry classifications is common and useful. It helps to keep an overview of a portfolio and allows for comparing similar companies. While it is valuable, it is also a simplification.

2022, 11 May

Van Lanschot Kempen: Enhancing capital strategy and first-quarter 2022 trading update

Today, Van Lanschot Kempen released its results over the first quarter of 2022.

2022, 11 May

Asset Allocation Outlook May

April was a bleak month for investors. The only place to hide from the negative sentiment was commodities, for which the Bloomberg index noted a positive return of 4.1% .

2022, 19 April

Kempen Global Listed Infrastructure: Quarterly update

Our quarterly updates will give an overview of the main themes dominating the quarter, our outlook for these themes, and then an overview of the performance of the strategy, and development in strategy size.

2022, 11 April

Asset Allocation Outlook April

The war in Ukraine continues to rage but investors are looking to the future. The US S&P500 equity index is now higher than in the run-up to Russia’s invasion. Although the European STOXX index has not yet returned to its former level, it has rallied sharply. Equities from industrialised nations earned a plus of 2.5% in March. In local currency, US equities climbed by 3.6%, while Europe was still slightly negative at -0.4%. Yet this was still better than emerging markets, which lost 2.5%. This was primarily due to a downturn in the Chinese MSCI index of 6.1%, but a drop of 3.7% in Taiwan also stood out. Higher bond yields caused government bonds to note extremely negative returns: -2.8% in the US and -3.9% in the Eurozone.

2022, 07 April

BPFL renews contract for fiduciary services by Van Lanschot Kempen

The Dutch pension fund for the food sector (Bedrijfstakpensioenfonds voor het Levensmiddelenbedrijf, BPFL) has reappointed Van Lanschot Kempen as fiduciary manager. In the past year, the pension fund, assisted by KPMG Advisory, carried out a comprehensive and thorough selection process for a fiduciary manager. Based on its findings, the pension fund came to the conclusion that Van Lanschot Kempen offers the best fit with its ambitions and criteria.

2022, 06 April

Kempen European Private Equity Fund II reaches maximum capacity of €245 million at its second closing

Kempen European Private Equity Fund II, the private equity fund managed by Van Lanschot Kempen closed last week with total committed capital of €245 million. This means that the maximum target size of the fund has been reached.

2022, 05 April

Why Active is attractive: the case for engagement

How and when to engage with companies is a hotly contested topic on issues from wages to global warming. At Kempen, we believe active engagement makes a difference to building long-term value at companies, but on issues like climate it must drive down real-world emissions, not just the emissions in a portfolio.

2022, 01 April

Van Lanschot Kempen signs statement calling on oil and gas companies to accelerate the energy transition

In a joint statement, a group of seven Dutch asset managers, including Van Lanschot Kempen, calls on oil and gas companies to step up their actions to counter climate change. Van Lanschot Kempen has committed itself to the objective of limiting global warming to +1.5% and is urging companies and investors worldwide to do the same.

2022, 29 March

Van Lanschot Kempen announces the departure of CFRO Constant Korthout and the intended appointment of Wendy Winkelhuijzen as CRO and Jeroen Kroes as CFO

Van Lanschot Kempen today announces that Constant Korthout will leave the company on 1 September 2022, after having served 12 successful years as a member of the Management Board and CFRO.

2022, 23 March

Van Lanschot Kempen’s Anneka Treon appointed as ambassador of Bloomberg’s EU Women in Finance initiative

Bloomberg today – 23 March - launched a new EU Women in Finance initiative to promote greater gender diversity, inspire and empower the next generation of women to pursue and advance careers in finance. The initiative aims to open up and demystify the world of financial markets to young women. It is the first pan-EU program offering dedicated training on capital markets alongside the opportunity to learn from inspirational female leaders shaping the future of financial services in the EU.

2022, 22 March

Van Lanschot Kempen launches two new BestSelect equity funds with sustainable thematic investment objectives

Van Lanschot Kempen has launched two new sustainable equity funds under its BestSelect umbrella. The two funds have a distinct objective: to invest in companies that supply products and service that have a significant impact on people and the planet. With the introduction of these funds, Van Lanschot Kempen has taken a further step towards strengthening the sustainability profile of its portfolios for both its institutional and its private banking clients.

2022, 17 March

Investments in Russia and Belarus

Kempen has very limited direct investments in Russia and Belarus. Given the current upsetting events in Ukraine, we are investigating the possibilities for a careful and responsible divestment of the investment positions.

2022, 11 May

Van Lanschot Kempen: Enhancing capital strategy and first-quarter 2022 trading update

Today, Van Lanschot Kempen released its results over the first quarter of 2022.

2022, 07 April

BPFL renews contract for fiduciary services by Van Lanschot Kempen

2022, 06 April

Kempen European Private Equity Fund II reaches maximum capacity of €245 million at its second closing

2022, 01 April