News & Knowledge

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.

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, 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, 02 February

Kempen Global Listed Real Estate: Strategy outlook 2022

It would be an understatement to point out the obvious, 2020 saw everyone get introduced to something few of us have experienced on a large scale - a shocking pandemic which wreaked havoc in people’s lives. Equity markets and listed real estate equities suffered tremendously initially as central bankers around the globe rallied to extend life-lines to the economy. Once initial successful vaccines were introduced, and the staggering levels of emergency liquidity was fully absorbed, we saw 2021 as one of the greatest rebounds for real estate share prices.

2022, 27 January

Kempen Global Listed Infrastructure: Strategy review and outlook 2022

It has been three years since we launched our listed infrastructure strategy. It has been a remarkable journey and we are proud that we generated more than 13% annualized return (net, I share class), c.160bps above the benchmark. We were able to exponentially grow our AuM each year to just shy of EUR 100m at the three year mark. A special thanks to all of our investors for their support. We are satisfied about what we have achieved for our clients, and are as committed as ever to build our track-record a lot further from here.

2021, 13 December

Why we need a ‘keep 1.5 alive’ equivalent for biodiversity?

Although the rush of climate announcements and pledges at COP26 have grabbed most of the headlines, the COP in Glasgow was not the only COP that took place this year.

2021, 21 October

What does a good cop look like?

The COP26 climate conference begins in less than two weeks. What will a successful outcome look like? At Kempen, we believe markets will respond well if global leaders make more detailed commitments to net zero and move towards a minimum price on carbon.

2021, 21 October

An investor’s guide to climate collaboration

This handbook explains how sector-wide engagement can lead to dramatic and rapid changes in Real Assets investments.

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, 17 May

Kempen Global Listed Infrastructure: Inflation Hedge

Economies are progressively reopening thanks to rising vaccinations. Monetary and fiscal policy remains accommodative. Hence, investors’ worries about inflation are reignited: bond yields have traded higher recently and breakeven inflation has increased to 2.5%.

2021, 03 March

How to close the SDG gap

Last year marked the start of the UN ‘Decade of Action’ to deliver the UN Sustainable Development Goals – but if we are to close the ‘SDG Gap’, especially in the wake of COVID-19, we need better data and engaged investors.

2021, 27 January

Kempen Global Listed Infrastructure: Infrastructure review and outlook

The pandemic of 2020 created a difficult scene for the global listed infrastructure sector, which underperformed global equities. Airports, toll roads and energy infrastructure were all adversely impacted by lockdowns. Although it was partly offset by more defensive utilities and strong performance of renewables and data infrastructure, the FTSE Global Core Infrastructure 50/50 was down 12% in 2020 (vs. +4.5% for global equities).

2020, 30 September

Time for investors to show up in the race to net-zero emissions

In this quarterly newsletter, we take a closer look at the world of responsible and sustainable investment. At Kempen Capital Management, Environmental Social Governance (ESG) factors are fully integrated throughout our investment process, and for us responsible investment means being good stewards of the companies that we invest in. We encourage positive change through engagement with the management of our investee companies and through actively using our shareholder voting rights.

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.

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.

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.

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.