News & Knowledge

2020, 26 March

Time to talk about greenwash

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.

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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.

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2020, 06 January

European High Dividend

Companies that every year distribute a significant percentage of their profits to shareholders as dividend has outperformed the entire market in the long run. After all, their goal is to continue distributing high dividends in the future as well. This ‘dividend commitment’ ensures sound capital discipline.

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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.’

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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.

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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.

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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.

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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.

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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.

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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.

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2019, 21 May

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.

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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.

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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.

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