News & Knowledge

2020, 13 January

How Kempen integrates listed and non-listed real estate investment

The professionally managed real estate universe consists of listed companies and non-listed funds. One of the biggest challenges of investing in real estate that is part of listed companies or unlisted funds is the perception that one compares ‘apples to oranges’. How does Kempen level out these differences? We spoke with Todor Ristov portfolio manager real estate to see how Kempen is integrating listed and non-listed real estate and driving value for clients.

2020, 06 January

A flying start for the Infrastructure fund

The Kempen (Lux) Global Listed Infrastructure Fund was launched one year ago. The fund invests in listed infrastructure companies. In this article fund managers Thomas van der Meij and Jags Walia look back with satisfaction on the first six months of 2019: the fund outperformed its benchmark by 261 basis points (gross return for costs). ‘We shouldn’t celebrate too soon, but we seem to be doing things right.’

2019, 19 November

The best of both worlds

A competitive return and a positive social impact: it really is possible. And Kempen does it. In 2017, Kempen set up the Global Impact Pool with this goal in mind. Investors and managers of the Global Impact Pool got together in Amsterdam to review the fund’s first year on 6 June 2019.

2019, 06 November

Kempen Insight - Outlook 2020

In this Kempen Insight we present our Outlook for 2020: we look forward and we study a number of topics that could affect the economy and the financial markets. In addition the magazine is packed with news about our funds and fiduciary management arm.

2019, 22 October

Investing with a purpose

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.

2019, 03 October

Short term Outlook 2020

The answer to this central question that is preoccupying investors all round the world will have an impact on central bank policies, earnings trends and an investment climate that is fundamentally different from today. The negative yield curve in the US is one of the most common indicators for recession, meaning that yields on ten year government bonds are now lower than those on three month bonds, but this is not the only signal we are looking out for.

2019, 01 October

Macro Outlook 2020: Central scenario

Free trade is being squeezed, geopolitical relations are strained and inflation refuses to climb, forcing central banks to implement further measures. This is the basic state of play as of the middle of 2019. Each summer, Kempen re-examines its long-term forecasts. We analyse all the relevant data again, search for positive surprises and identify potential risks. Our conclusion this summer was that the differences compared to a year ago are not so much to be found in the numbers as in the nuances.

2019, 25 July

Investing with a purpose

In this quarterly newsletter, we take a closer look at the world of responsible and sustainable investment. At Kempen Capital Management N.V. (hereafter Kempen), 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.

2019, 21 May

Investing with a purpose

2019, 15 May

Responsible Investment Report 2018

Today we published our Annual Responsible Investment Report which gives you an overview of our responsible investment activities in 2018 to drive positive change in environmental, social and governance (ESG) criteria. In this report we demonstrate how engagement brings about change. This active approach helps companies and funds understand that sustainability is no longer about doing less harm. It’s about doing more good.

2019, 10 April

Kempen Insight - April 2019

Our Spring edition focuses on ‘Doing well by doing good’. How do you measure impact investing? How do we transfer world stage trends to the level of our own investments, portfolio or pension fund? You can read more on the latest edition of our magazine.

2018, 03 October

Kempen Outlook 2019

At this time of the year, we traditionally take a joint look at the future and present our Macro Outlook for 2019. Last year, we concluded that in spite of the long bull market the current phase of the economic cycle would continue for some time yet. We certainly wouldn’t dare say the same this year, and this explains our additional focus on a number of alternative scenarios.

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!

2020, 22 January

Kempen sharpens its focus on alternative investments with the appointment of Anne Mei Poppe

Kempen Capital Management (Kempen) has strengthened its alternative solutions team with the appointment of Anne Mei Poppe as alternative investment specialist. Her appointment demonstrates Kempen’s commitment to boosting growth in alternative investments.

2020, 14 January

Kempen boosts Client Solutions team with the appointment of Peter Ruesink

Kempen Capital Management (Kempen) has appointed Peter Ruesink as Fiduciary Manager/Client Director of the Client Solutions team as of 1 January. He will focus specifically on serving institutional fiduciary clients using his expertise on data science strategies. With this appointment, Kempen further specialises as a data driven organisation.

2019, 16 December

Kempen European Private Equity Fund reaches maximum capacity with final close at € 192.5 million

Amsterdam, 16 December 2019. The final close of the Kempen European Private Equity Fund, the private equity fund managed by Kempen Capital Management (Kempen), took place on Friday 13 December 2019. The total committed capital amounts to € 192.5 million, which brings the fund to its maximum capacity.

2019, 11 December

Dutch financials make significant progress with PCAF carbon accounting methodology

The number of Dutch banks, insurance companies and pension funds working on calculating the climate impact of their loans and investments is growing. Seventeen financials with a total assets under management of 2 trillion euros are now part of the Partnership for Carbon Accounting Financials (PCAF), which has developed a carbon accounting methodology to map the carbon emissions of loans and investments.