Van Lanschot Kempen Investment Management

Tim van den Pol liet tijdens de Institutional Investor Netherlands Summit zien hoe duurzame landbouw een veerkrachtig bouwblok vormt voor institutionele portefeuilles, met potentieel voor stabiele opbrengsten en meer biodiversiteit. Het team van Van Lanschot Kempen gebruikt AI om allocatie te optimaliseren en klimaatrisico’s wereldwijd te beheersen. Regeneratieve landbouw is essentieel voor toekomstbestendig beleggen en duurzame voedselproductie. Trots op onze actieve, data-gedreven aanpak! 💪 #DuurzaamBeleggen #Landbouw #AI #InstitutioneleBeleggers #VanLanschotKempenIM Dit is een marketing bericht voor professionele beleggers.

Natural capital is the earth’s stock of soil, water, air and biodiversity, and is no longer a peripheral concern. It is becoming central to how long-term value is defined, measured and delivered. Van Lanschot Kempen Investment Management's report shares insights on how natural capital is shaping portfolios, the role of farmland as a tangible entry point, expected returns and impact, and the evolution of this emerging asset class. #Biodiversity #NaturalCapital #PensionsforPurpose https://zurl.co/5eEfT

🌍 The world is changing rapidly: digitalisation, decarbonisation and deglobalisation might seem like separate stories, but they actually converge in one place: infrastructure. 🔎 In our latest Market Musings, Jags Walia (Head of Global Listed Infrastructure Strategy) goes beyond the headlines. Discover where the real overlap between megatrends happens, and how investors can capture opportunities in the intersections of energy access, clear regulation and the right locations. Curious to learn: • Why the digital economy relies on the power grid? • How energy transition and energy security open up new investment opportunities? • How regionalisation is reshaping the infrastructure landscape? Read the full article via the link in the comments 👇 #infrastructure #megatrends #investing #energytransition #digitalisation #VanLanschotKempenIM Capital at risk. For professional investors only.

📢 Markets often reward what is loud and immediate. But the forces that shape long-term returns usually build quietly in the background. In Japanese small-caps some changes may not be making headlines, but are reshaping the opportunity set for patient investors. Corporate governance in Japan has been evolving for years, but the pace of change is accelerating. Engagement is delivering tangible results. We observe companies introducing share buybacks, setting clearer return targets and refreshing boards. Read the full article here: https://lnkd.in/efAeBJda Capital at Risk. For professional investors only.

What do impactful, nature-positive investment portfolios look like? How do they strike the right balance between risk and return and ensure your investments are suited to your wider objectives and investment horizon? In the latest edition of Sustainability in Action we offer a detailed insight into the asset classes that form the foundation of nature-positive portfolios, and explain how these can be combined for optimal diversification, resilience, and impact. The question is not whether it is possible to invest in nature-positive strategies, but how quickly portfolios can be positioned to capitalise on the expected opportunities of this pivotal transition, ensuring they are both resilient and future-ready. Read the full article here: https://lnkd.in/eyEcuHf6 Capital at Risk. For professional investors only.

🌐Are investors missing the real opportunity hidden beyond today’s market momentum? 📈 Recent market momentum has seen global equities surge, with a few mega cap names capturing much of the attention and returns. At the same time, many small-cap companies that are closely linked to the real economy have flown under the radar. As market dynamics evolve, these often-overlooked areas could offer compelling risk-reward opportunities for long-term investors. Want to know why now might be the right time to look beyond the headlines?👇 Check the comments for our latest article and let us know your thoughts! Capital at risk, for professional investors only. #InvestmentManagement #VanLanschotKempenIM #EquityMarkets #SmallCaps #PortfolioStrategy #InstitutionalInvesting

🌐 Mega-trend Report 3: Deglobalisation – Fueling emerging infrastructure We’re excited to share the third report in our series on the mega-trends shaping infrastructure investing. Download the full Mega-trend 3 report here: https://lnkd.in/eb6NWziV Capital at Risk. For professional investors only. #Infrastructure #Deglobalisation #Megatrends #VanLanschotKempenIM

A tradition of trust and performance ✨   This week, we had the pleasure of welcoming our investors once again to Amsterdam a tradition that has been going strong for years since the launch of our fund 35 years ago.   Over the years, this annual event has become a key moment to connect, reflect, and look ahead. With a strong track record, growing AUM, and a loyal investor base, we’re proud of what we’ve built together.   This year’s program featured insightful discussions, including contributions from CFOs and CEOs of some of our portfolio companies offering a unique perspective on the strategy and its impact.   Thanks to everyone who joined us and continues to support this journey. Looking forward to many more years of collaboration!   Capital at Risk. For professional investors only.

Yesterday Eszter Vitorino Fuleky (Van Lanschot Kempen Investment Management) and Xenia Loos (Collective Action Investment Partners) spoke at the Impact Investor Conference. They discussed the emerging paradigm of systemic impact investing, where portfolios are constructed to generate returns and to actively drive transformation across interconnected social and environmental systems. Read more about our approach to impact investing: https://lnkd.in/edCny8nF This is a marketing message for professional investors. Capital at risk. #impactinvesting #systemicchange 

Van Lanschot Kempen Investment Management at Citywire Berlin 2025 Day 1 & 2 completed! Members of our team attended Citywire Berlin, one of the flagship conferences for investment professionals across Europe.   A couple of highlights to mention as we head into the final day:   📍 Just steps away from the iconic Brandenburg Gate 🎤 Thought provoking keynote sessions, thank you Ben Hodges, Dean Ho & Lirone Glikman 💬 Engaging conversations and networking lunches/ dinners 🧠 Interactive workshop led by Jan Willem Berghuis exploring the potential of Small Caps in todays investment environment    Citywire Berlin continues to be a valuable platform for connecting with peers, sharing expertise, and exploring new investment opportunities. Thank you for having us!   Jan Willem Berghuis, Amy Vogel, Isabelle Foy, Frank Oliver Jüdt, CFA & Thomas Poulsen Capital at Risk. For professional investors only.   #CitywireBerlin #VLK #InvestmentManagement