News & Knowledge

2018, 01 August

PRI awards Kempen with an ‘A+’ and ‘A’

Amsterdam, 1 August 2018. The Kempen Responsible Investment Team annually reports to PRI about the integration of ESG (Environmental, Social, and Governance) factors into the (Responsible) investment process. This year, PRI awarded our responsible investment process with an average score of ‘A’ and “A+” on three modules.

Read More
2018, 31 July

The Dividend Letter

Each quarter we publish an entry on a specific theme relevant to our investment process. This time we discuss disruption.

Read more
2018, 27 July

Salomons' Judgement

While ‘trade war’ is a trending topic these days, an almost forgotten war rages in the background: the battle for liquidity.

Read more
2018, 24 July

Kempen investment funds will stop investing in tobacco

Kempen (Kempen Capital Management) has determined to exclude all investments in the tobacco industry from its funds.

Read More
2018, 19 July

Asset Allocation update July

This is the time in the cycle when trends in economies and markets start to diverge. The time that good news for the economy will no longer be interpreted as only positive for risky assets.

Read More
2018, 17 July

Kempen Insight

The central theme of the summer edition of Kempen Insight is ESG (environmental, social, and governance topics). Responsible investment is increasingly a top-of-mind subject for companies and investors, but what does that mean in practice? Hint: it may involve a great deal more than a list of exclusions… Enjoy your summer!

Read more
2018, 13 July

Salomons' Judgement

The average share doesn’t exist. New research shows that only a handful of shares is responsible for the average return. Bad luck if you didn’t have those.

Read more
2018, 05 July

Monthly Commentary

London - 5 July 2018. Welcome to this month's commentary, where we look back over the month of June.

Read more
2018, 29 June

Salomons' Judgement

Some people say that American companies are better than the European as they are more profitable. Those who dig deeper see that the American businesses have competitive advantages and that Europe is faced with true capitalism.

Read more