News & Knowledge

2021, 16 July

Kempen European Private Equity Fund I acquires interest in German heinekingmedia

The Kempen European Private Equity Fund I, a private equity investment fund of Kempen Capital Management (Kempen), today announced the acquisition of a direct interest in heinekingmedia GmbH. heinekingmedia is a German company founded in 2006 offering hardware and software solutions to educational institutions for the purpose of digitalisation and optimisation of the flow of information and communication for the benefit of teachers, students, and parents.

2021, 15 July

Credit quarterly newsletter

Kempen’s Credit team immerses itself in the credit markets on a daily basis. As these markets can change rapidly, it’s vital for the team to be on top of all the latest developments, understand what’s going on and adjust its portfolios accordingly if necessary. The team receives regular enquiries from our clients about its views on the credit markets and where the best opportunities currently lie, so we publish a quarterly credit newsletter providing the team’s views on a topic of interest. In this edition, we talk about our approach 'alpha by control' and more specific how to generate alpha in a low-spread environment.

2021, 14 July

Asset Allocation Outlook July

We’re already halfway through 2021. At a total return in local currency of over 30%, commodities stand head and shoulders above the other asset classes. The positive climate for risky investments can clearly be seen from the difference between oil and gold. The oil price climbed by about 50%, while the price of gold fell by 8%. Equities also performed well.

2021, 13 July

Kempen to introduce second European private equity fund

Kempen Capital Management (Kempen) will launch the Kempen European Private Equity Fund II. The introduction of this new private equity fund represents an important addition to the current range of investment products within private markets offered by Kempen. This fund will focus on small and medium-sized private enterprises in Northern and Western Europe with an enterprise value of up to €100 million.

2021, 13 July

Kempen Real Estate Update: 2021 – Turning up the volume, cutting through the noise

The rapid growth of responsible investing has been accompanied by a surge in the provision of ESG data, and it is big business, with over a billion dollars expected to be spent on ESG data points this year alone. Behind the scenes, ESG data providers are poring over reams and reams of data to score companies and portfolios, and to set benchmarks and standards in a nascent industry.

2021, 12 July

Sustainable investment: The ‘why’ is clearer, as the ‘how’ get more complex

With a closing window of opportunity to prevent irreversible climate change and biodiversity loss, and an urgent need to rebuild a fairer global economy in the wake of the pandemic, investors can no longer rely on a myopic focus on short-term gains. Investors are increasingly expected to go well beyond traditional notions of financial returns or liability matching and consider how their investments impact wider society and the environment.

2021, 07 July

Global Impact Pool Quarterly

We are pleased to report on the first quarter of 2021 for Kempen’s Global Impact Pool, in which we continued to deploy capital towards the Global Impact Pool’s mission, which is to make investments that positively contribute to solving global problems around the food, water and climate nexus and five Sustainable Development Goals.

2021, 06 July

Van Lanschot Kempen appoints Lars Dijkstra as Chief Sustainability Officer

Van Lanschot Kempen today announced the appointment of Lars Dijkstra as Chief Sustainability Officer. In this newly created capacity, Lars Dijkstra will head up the Sustainability Centre and report directly to the Chairman of the Management Board. The Sustainability Centre brings together and coordinates all sustainability activities at Van Lanschot Kempen.

2021, 30 June

Carbon risk being underappreciated by markets: modelling indicates a USD75 increase in carbon prices could cause 20% average fall in global equity prices.

New analysis by Kempen Capital Management (Kempen), the EUR86bn asset and fiduciary manager, indicates the extent to which higher carbon prices could lead to a decline in global equity markets. Kempen has modelled the impact of shock increase in carbon prices globally, implemented through either a carbon tax or emissions trading scheme (ETS), as part of research into how responses to climate change can be integrated into investment analysis to protect and enhance the portfolios of long-term investors.

2021, 29 June

Kempen Private Markets Fund invests in UK-based Channel 3 Consulting

The Kempen Private Markets Fund has acquired a direct interest in UK healthcare consultancy Channel 3 Consulting (Channel 3). Channel 3 designs, implements and optimises digital transformation programs for the health and care sector.

2021, 11 June

Asset Allocation Outlook June

Equity markets continued to trend upward in May, although in most cases the gains were modest at 1% to 2%. High forecasts for economic growth and earnings growth have already largely been priced in. Volatility of US and European markets dropped towards its lowest level since the outbreak of the coronavirus pandemic.

2021, 09 June

Clara-Pensions appoints Kempen Capital Management as fiduciary manager

Today, Clara-Pensions, the member-first consolidator for defined benefit pension schemes, announced the appointment of Kempen Capital Management (Kempen) as its fiduciary manager. Selected by both the Trustee of the Clara Pension Trust and Clara Pensions, Kempen will implement a joint investment strategy on behalf of both the Clara pension scheme and Clara’s funded covenant to deliver a low-risk and secure journey to buy-out.

2021, 07 June

Annual report Global Impact Pool

We are proud to present the third Kempen Global Impact Pool’s (GIP) Impact Report.

2021, 16 July

Kempen European Private Equity Fund I acquires interest in German heinekingmedia

2021, 13 July

Kempen to introduce second European private equity fund

2021, 06 July

Van Lanschot Kempen appoints Lars Dijkstra as Chief Sustainability Officer

2021, 30 June

Carbon risk being underappreciated by markets: modelling indicates a USD75 increase in carbon prices could cause 20% average fall in global equity prices.