News & Knowledge

2018, 01 August

Total Cost of Ownership: A framework for ETFs

The indexing landscape has changed. Investors have four options when considering how to implement index mandates: index mutual funds (IMF), Exchange Traded Funds (ETFs), derivatives or separate accounts. In this paper, we focus on ETFs and when and why it might potentially be more efficient from a cost perspective to use an ETF instead of an alternative wrapper.

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2018, 30 May

White paper Infrastructure

Infrastructure comprises all the facilities that are crucial to the proper functioning of the economy and society. This includes toll roads, airports and ports, but also drinking water systems, power stations and wind farms. This makes infrastructure a highly diverse asset class. Compared to listed equity investments, for example, it is also a relatively defensive asset class. This is due to the stability of infrastructure assets and the essential nature of the related services.

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2018, 08 March

White paper Long-term investing in public equity markets

Jaap van Dam and Lars Dijkstra authored a white paper for the 300 Club on the 'how to' of long-term investing.

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2018, 26 January

White paper Private Equity

The aim of this white paper is to examine the characteristics, opportunities and advantages and disadvantages of private equity. We look at the European private equity market in more detail, for illustrative purposes. In this way we expect to contribute to a balanced discussion of this asset class.

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2018, 16 January

White paper Real Estate

What can be the benefits of combining listed and non-listed real estate investments in a portfolio? This white paper aims to provide an answer to this question.

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2017, 01 November

Dusk of Unconventional Monetary Policies for the Fed & the ECB

Like the light that dwindles at sunset, the central banks are now preparing to curtail their unconventional monetary policies. Now, the time is right for a review of how the rates were affected by such policies, as well as where the rates may trail in the future.

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2017, 12 September

What to expect in a low spread environment

The European corporate bond market has performed very strongly in recent years. As a result, credit spreads have tightened to low levels and differences in the creditworthiness of companies are to a large extent no longer reflected in spread levels.

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2017, 30 April

Whitepaper Direct lending

The aim of this paper is to examine the characteristics, risks, advantages and disadvantages of direct lending, to contribute to a balanced discussion of this asset class.

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2019, 18 June

Kempen European Private Equity Fund reaches over €120 million after second closing

Amsterdam, 18 June 2019. The private equity fund of Kempen Capital Management (Kempen), the Kempen European Private Equity Fund, has raised over €45 million in the second closing on 14 June 2019. Following the second closing, the fund has a fund size of more than €120 million.

2019, 06 June

Phishing: how to recognize it?

In the past few months, cyber criminals have been very active sending out phishing emails and text messages to clients of banks and financial institutions. As far as we know, they have not targeted any clients of Kempen. Nevertheless, we would like to inform you about how you can prevent cyber thieves from accessing your personal details and using them for fraudulent purposes.

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2019, 20 May

Kempen names new heads real assets team

Amsterdam – 20 May 2019 Starting from 1 August 2019, Jorrit Arissen and Egbert Nijmeijer will assume responsibility for the Real Assets team of Kempen Capital Management. They will succeed Matthijs Storm, who has accepted a position on the board of directors of a real estate company.

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2019, 14 May

Kempen strengthens the Responsible Investment team

London / Amsterdam, 14 May 2019. Kempen Capital Management N.V. (Kempen) has appointed Eszter Vitorino Fuleky to the position of Senior Responsible Investment Advisor. Within the Responsible Investment team, she will focus predominantly on corporate governance.

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