News & Knowledge

2021, 07 June

Annual report Global Impact Pool

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

2021, 11 March

White paper Equities: are the odds ever in your favour?

Equities form the bulk of many investors’ portfolios. If 2020 has taught us anything, it’s that they are also very volatile. Often, it’s hard to know if this is an accepted compromise for the end result, a positive for those that believe they can time markets, or just an unnecessary and avoidable risk.

2020, 01 October

White paper: Chinese equities

China is the world’s second biggest economy in GDP terms (and already the largest in purchasing power parity terms). China is expected to achieve absolute GDP parity with the US, depending on growth rates, within the next 10-20 years. This seems to be a forgone conclusion; it has the world’s largest population (at more than three times the size of the US population), a growing middle class and large rural population that provides a pool for future growth.

2020, 10 September

White paper: The rise, role, risks and rewards of the sole trustees

The number of schemes using a professional trustee continues to gain momentum; and in this paper we explore the rapid growth in the sole trustee market. Whilst today the appointment of a sole trustee is biased towards smaller schemes, there is evidence that larger schemes are also adopting the sole trustee model.

2020, 16 July

White paper: Seven Observations From the EU Sustainable Finance Regulation

The long-term sustainability agenda of the EU represents many opportunities for both the financial sector and investors. With a greater portion of investments directed to sustainability, asset managers that offer truly sustainable finance solutions are well-positioned. Admittedly, the workload may be substantial impacting many elements within the investment value chain ranging from portfolio construction to client documentation and reporting, IT infrastructure and ESG data provider relationships.

2020, 15 June

White paper: How ESG relates to financial performance

ESG investing is becoming the new normal. Signatories to the UN-supported Principles of Responsible Investment, for example, have risen six-fold to more than USD 86 trillion between 2008 and 2019. This trend is convincing investors, most forcefully through climate change, and more recently through the coronavirus outbreak, that the long-term viability of the companies in which we invest is inextricably tied to the welfare of their stakeholders.

2020, 09 June

Annual report Global Impact Pool

We are proud to present the second Kempen Global Impact Pool’s (GIP) 2020 Impact Report.

2020, 07 May

Kempen & Co Life Sciences Investor Survey 2020

Several Life Sciences companies are emerging as winners of the COVID-19 crisis

2019, 25 November

High yield in a broad perspective

The size of the fixed-income investment markets has grown considerably over the past decade. Existing investment classes have grown significantly, but also new fixed-income asset classes have become available to investors. The accommodative policy of central banks with low interest rates has spurred a search for yield that has led to an increase in capital made available for lending. At the same time, the past few years’ robust economic growth has led to a credit demand for growth, investments, mergers, and acquisitions. In emerging economies, particularly fixed-income markets in local currencies have shown significant growth.

2019, 11 June

Annual report Global Impact Pool

The first annual impact report for the Global Impact Pool (‘GIP’) is available.

2019, 20 May

Small is Beautiful

Focus on Private Equity companies

2019, 02 April

What if things go wrong?

Turbulence is the word doing the rounds in financial markets around the world. All the signs point to the next twelve months as being a challenging period with many different factors playing into investment decisions.

2019, 20 March

March to a domestic bias

Many investment managers believe that you should avoid home bias when managing long term investments. Concentrating too much on your domestic market can leave you exposed to the changing fortunes of local economies. But here, Nikesh Patel, Head of Investment Strategy at UK Kempen Capital Management, argues that the unique nature of the UK’s capital markets means that pension funds are rightly showing more UK bias in their portfolios.

2021, 09 September

Kempen announces fiduciary mandate win for Uniper UK DB Pension Scheme

Kempen Capital Management (Kempen), the asset and fiduciary manager, has completed the onboarding of a new GBP 570 million fiduciary management mandate for the Uniper UK DB pension scheme.

2021, 07 September

Kempen strengthens UK business development team with senior appointment

Kempen Capital Management (Kempen) is pleased to announce that Ian Penrose has joined the Business Development team in London as a Director of Business Development where he will focus specifically on the UK Wholesale market.

2021, 06 September

Kempen wins the Environmental Finance IMPACT Award 2021

Kempen’s Global Impact Pool wins the Environmental Finance IMPACT Award 2021 in the category Asset manager of the year: mid-size.

2021, 26 August

Van Lanschot Kempen: strong net profit of €58.3 million

Today, Van Lanschot Kempen released its results for the first half-year of 2021.