


Zooming into the S of ESG
The ‘S’ in ESG is often overlooked by companies. But what does it really mean and how do we incorporate it into the investment process?
Pathway to a sustainable base
Engagement with the ‘laggers’, to bring them to a higher level of ambition, is what has the most impact on the sustainability of the sector and the planet. Five examples tell the story of systematic engagement.
Les investisseurs en crédit peuvent-ils vraiment avoir un impact significatif ?
En tant que gestionnaires actifs, nous croyons à l’importance de s’engager auprès des entreprises dans lesquelles nous investissons pour favoriser la transition vers une économie durable.
Podcast: le point de vue de VW sur le virage positif opéré après le « dieselgate »
La stratégie Kempen Crédit Euro est investie dans Volkswagen depuis 2008. La réputation de l’entreprise n’est pas sans tache et a été confrontée à plusieurs problèmes de durabilité, dont le plus important est le scandale des émissions dit dieselgate.
Webinaire ‘Alpha par le contrôle’ – un travail d’équipe
Les marchés du crédit sont notoirement imprévisibles et générer des performances financières régulières sur le long terme est une tâche ardue pour tout investisseur dans les obligations d’entreprises. Vous souhaitez en savoir plus sur notre approche?
The role of control and discipline in credit investing
Generally speaking more control results in fewer surprises on the road, in sport, in life generally and so too in investing - For this reason control is one of the core drivers of our approach to investing in our sustainable euro credit strategy.
Investing in the materials transition
Next to the energy transition, there are two other transitions on which Van Lanschot Kempen wants to focus. These are the food transition and the materials transition. But how should you invest in these transitions?
Sustainability in action on Biodiversity
Due human activity biodiversity has been declining faster in the past few decades than what would be considered natural. This development threatens human survival and also impacts Van Lanschot Kempen as wealth manager as well as our clients.
Infrastructure: The Powerful Impact of Climate Change on Companies
The impact a company can have on the environment is evident, but how can climate change impact a company? In the following video, Jags Walia, Senior Portfolio Manager of the Infrastructure fund, will talk about the impact of climate change on companies and why it is important to factor in for infrastructure investors.
Analysis: sustainable stocks hold up in the face of sharply rising carbon price
Investors rarely take the price of CO2 into account when making investment decisions. However, a sharp rise in pricing could have a major impact on equity markets.