Van Lanschot Kempen Investment Management

The recent announcement by new US President Joe Biden of massive investments to improve the country’s infrastructure and hasten its transition to clean energy has hit the headlines.

Climate change has deep ramifications for human and ecological wellbeing, and the material effects of our changing environment are becoming ever more present in capital markets. 

Through our engagements, we seek to encourage positive change at companies. We engage on a broad range of strategic, financial, corporate governance, environmental and social aspects.

Sectors from transport to technology may never be the same again in the wake of the global pandemic. Yet in spite of its profound challenges, 2020 was a momentous year for sustainable investment.

Recently we talked about how sustainability is the sixth wave of innovation, and that it represents a compelling opportunity for investors.

In this blog, we set out why we believe taking an active approach is so important when investing sustainably, using the example of two stocks that we hold in our portfolio.

In this blog we take a closer look at how regulators and wider society are demanding change and how companies need to respond, using the examples of two stocks.

Kempen Capital Management has long used fundamental analysis to select securities. Big data has played an increasingly important role in how we decide which investments to make over the past few years.

Infrastructure equities performed extremely well in 2019, with our infrastructure fund up more than 30% over the year – not bad for an asset class providing stable, predictable cash flows.

As of today, five Kempen funds are entitled to carry the Febelfin sustainability label. In the first round of last year, Kempen received the label for 4 funds, to which a fifth fund was added in this round.