News & Knowledge

2022, 05 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 three scenarios for credit investors to consider.

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2022, 04 July

Walking the talk during AGM season

AGM season is where pen meets paper and is a chance for Van Lanschot Kempen to cast votes in alignment with our commitments. This season we’ve been active on climate transition at energy firms, human rights at Alphabet (Google) and governance in sectors from e-bikes to animal feed. Lead Expert Sustainability Advisory, Eszter Vitorino, discusses the justification behind Van Lanschot Kempen’s actions this AGM season, and the changes that were sought out.

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2022, 04 July

Van Lanschot Kempen is aiming to further expand its Investment Management activities in Germany

Kempen Capital Management, the investment management arm of Van Lanschot Kempen, today appointed Michael Schlieper as Director Business Development Germany & Austria for its institutional Investment Management activities. Michael Schlieper will focus specifically on servicing banks, wealth managers and institutional investors in Germany and Austria.

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2022, 30 June

Kempen Capital Management disapproves recent Board decisions at Fujitec

Kempen Capital Management N.V. (Kempen) disapproves recent Board decisions at Fujitec Co., Ltd. (Fujitec). This was expressed today in an open letter to Fujitec’s Board of Directors. Funds managed and accounts advised by Kempen currently own approximately 4.0% of the outstanding shares of Fujitec.

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2022, 29 June

From Coal to Koalas

Kempen’s SDG Farmland Strategy has a new investment in farmland in Australia. The area had been purchased by a Chinese mining giant for mining coal, but protests highlighting the dangers of soil pollution and the threat to the local Koala population eventually led to the permit being withdrawn. Today, the area is being dedicated to long-term, sustainable agriculture, in a joint venture supported by the Kempen.

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2022, 27 June

KLM cabin crew pension fund selects Van Lanschot Kempen as fiduciary advisor

Today we announce that the KLM cabin crew pension fund has selected Kempen Capital Management, the asset management arm of Van Lanschot Kempen, as strategic investment advisor for its investment policy and the sustainability enhancement of the pension fund’s portfolio.

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2022, 15 June

Annual report Global Impact Pool

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

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2022, 08 June

Asset Allocation Outlook June

After no fewer than seven consecutive weeks of losses, the US S&P500 equity index only reverted to noting a gain in the last full week of May. That gain was so substantial that the result over the month just managed to creep into positive figures at 0.6%

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2022, 02 June

Global Impact Pool Quarterly

We are pleased to report on the first quarter of 2022 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.

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2022, 27 May

Van Lanschot Kempen wins Lipper Fund Award

Van Lanschot Kempen Investment Management won the award for Best Fund House Overall (small) at the annual Refinitiv Lipper Fund Awards the Netherlands.

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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.

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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.

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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% .

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2022, 04 July

Van Lanschot Kempen is aiming to further expand its Investment Management activities in Germany

Kempen Capital Management, the investment management arm of Van Lanschot Kempen, today appointed Michael Schlieper as Director Business Development Germany & Austria for its institutional Investment Management activities. Michael Schlieper will focus specifically on servicing banks, wealth managers and institutional investors in Germany and Austria.

Read More
2022, 30 June

Kempen Capital Management disapproves recent Board decisions at Fujitec

Kempen Capital Management N.V. (Kempen) disapproves recent Board decisions at Fujitec Co., Ltd. (Fujitec). This was expressed today in an open letter to Fujitec’s Board of Directors. Funds managed and accounts advised by Kempen currently own approximately 4.0% of the outstanding shares of Fujitec.

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2022, 29 June

From Coal to Koalas

Kempen’s SDG Farmland Strategy has a new investment in farmland in Australia. The area had been purchased by a Chinese mining giant for mining coal, but protests highlighting the dangers of soil pollution and the threat to the local Koala population eventually led to the permit being withdrawn. Today, the area is being dedicated to long-term, sustainable agriculture, in a joint venture supported by the Kempen.

Read More
2022, 27 June

KLM cabin crew pension fund selects Van Lanschot Kempen as fiduciary advisor

Today we announce that the KLM cabin crew pension fund has selected Kempen Capital Management, the asset management arm of Van Lanschot Kempen, as strategic investment advisor for its investment policy and the sustainability enhancement of the pension fund’s portfolio.

Read More