Van Lanschot Kempen Investment Management Mon, 04 May 2026 10:11:06 -0400 https://www.buzzsprout.com/1889069 en-us © 2026 Van Lanschot Kempen Investment Management yes 3fbcd03c-3700-518a-8b97-6141d0579ef2 Van Lanschot Kempen Investment Management episodic false Buzzsprout (https://www.buzzsprout.com) Van Lanschot Kempen Investment Management https://storage.buzzsprout.com/bfc040zvgj3c158n97txp2lmegd2?.jpg Van Lanschot Kempen Investment Management How COP28 could colour investing in 2024 and beyond? How COP28 could colour investing in 2024 and beyond? Van Lanschot Kempen Investment Management Buzzsprout-14420264 Thu, 01 Feb 2024 14:00:00 +0100 674 full false Navigating Real Estate Valuations & Sustainability Navigating Real Estate Valuations & Sustainability Speakers:

 Daniel Whitaker, Senior Associate Client Management Instituitions
Jorrit Arissen, Co-head Real Assets

]]> Speakers:

 Daniel Whitaker, Senior Associate Client Management Instituitions
Jorrit Arissen, Co-head Real Assets

]]> Van Lanschot Kempen Investment Management Buzzsprout-13984430 Thu, 16 Nov 2023 16:00:00 +0100 682 full false Real Estate investing: why a ‘buy & hold’ strategy no longer works Real Estate investing: why a ‘buy & hold’ strategy no longer works Van Lanschot Kempen Investment Management Buzzsprout-13895611 Thu, 02 Nov 2023 15:00:00 +0100 682 full false Allocating to Real Assets - art or science? Allocating to Real Assets - art or science? Van Lanschot Kempen Investment Management Buzzsprout-13609684 Mon, 18 Sep 2023 10:00:00 +0200 870 full false The VW perspective on achieving positive change post ‘diesel-gate’ The VW perspective on achieving positive change post ‘diesel-gate’ At Van Lanschot Kempen our credit team take an active approach to investing and engagement with companies is  part of this active approach. The aim here is to deliver results and to help clients navigate through the transitions to a more sustainable economy/world. Today, we would like to talk about  a specific engagement case handled by the credit team, to illustrate how this approach works. 

The Euro Credit strategy has been invested in Volkswagen since 2008. But the company is not blemish free and has had several sustainability issues, most important of which is the emissions scandal referred to as “diesel gate”.  Van Lanschot Kempen decided not to divest Volkswagen bonds for all its portfolio’s, but rather to engage with the company. Why did we choose to engage, and has this engagement paid off?  

Moderator:

Loes Wingens - Head of Wholesale, Wholesale & Institutional Clients

Speakers:

Alex Hunger - Member of the Investor relations team of Volkswagen

Lizelle du Plessis- Director Fixed Income Portfolio / Fund Management

]]> At Van Lanschot Kempen our credit team take an active approach to investing and engagement with companies is  part of this active approach. The aim here is to deliver results and to help clients navigate through the transitions to a more sustainable economy/world. Today, we would like to talk about  a specific engagement case handled by the credit team, to illustrate how this approach works. 

The Euro Credit strategy has been invested in Volkswagen since 2008. But the company is not blemish free and has had several sustainability issues, most important of which is the emissions scandal referred to as “diesel gate”.  Van Lanschot Kempen decided not to divest Volkswagen bonds for all its portfolio’s, but rather to engage with the company. Why did we choose to engage, and has this engagement paid off?  

Moderator:

Loes Wingens - Head of Wholesale, Wholesale & Institutional Clients

Speakers:

Alex Hunger - Member of the Investor relations team of Volkswagen

Lizelle du Plessis- Director Fixed Income Portfolio / Fund Management

]]> Van Lanschot Kempen Investment Management Buzzsprout-13023504 Mon, 12 Jun 2023 16:00:00 +0200 744 Credit full false Can credit investors really deliver meaningful, measurable impact? Can credit investors really deliver meaningful, measurable impact? As active managers, we believe in engaging with the companies that we invest in to drive the transition to a sustainable economy. Whether it’s equity investing or credit investing, we believe steady engagement can drive real life change. Listen to our latest podcast to learn the rationale behind this, what we ask the companies that we engage with, how we choose between investing or divesting and how we track the effectiveness of our engagements.

Moderator:
Daniel Whitaker- Senior Associate, Institutional Investment Team

Speakers:
Danny Decker- Lead sustainability expert
Lizelle du Plessis- Director Fixed Income Portfolio / Fund Management

]]> As active managers, we believe in engaging with the companies that we invest in to drive the transition to a sustainable economy. Whether it’s equity investing or credit investing, we believe steady engagement can drive real life change. Listen to our latest podcast to learn the rationale behind this, what we ask the companies that we engage with, how we choose between investing or divesting and how we track the effectiveness of our engagements.

Moderator:
Daniel Whitaker- Senior Associate, Institutional Investment Team

Speakers:
Danny Decker- Lead sustainability expert
Lizelle du Plessis- Director Fixed Income Portfolio / Fund Management

]]> Van Lanschot Kempen Investment Management Buzzsprout-12945379 Tue, 30 May 2023 16:00:00 +0200 523 Credit full false Scope 3: The scope that matters most Scope 3: The scope that matters most Kempen Capital Management Buzzsprout-11407057 Thu, 29 Sep 2022 14:00:00 +0200 704 full false Introducing a new policy for assessing country-related risks Introducing a new policy for assessing country-related risks The pensions world – and indeed the broader investment world – has essentially sleepwalked into their exposure to the Russian Ukraine war. War as a real and near-term geopolitical risk between major economies was thought to be too far-fetched. But beyond the immediacy of war, there is a broader problem of investors having exposure to government which treat their own society poorly to an alarming degree, and we would say unacceptable degree. 
Kempen designed a framework scoring each country in our universe for a range of E, S and G factors which fit the values we believe are core to our clients’ beliefs, and their underlying beneficiaries. 
In this podcast we discuss the necessity of having such a framework and how it can help investors to engage on the governance of a major country.

]]> The pensions world – and indeed the broader investment world – has essentially sleepwalked into their exposure to the Russian Ukraine war. War as a real and near-term geopolitical risk between major economies was thought to be too far-fetched. But beyond the immediacy of war, there is a broader problem of investors having exposure to government which treat their own society poorly to an alarming degree, and we would say unacceptable degree. 
Kempen designed a framework scoring each country in our universe for a range of E, S and G factors which fit the values we believe are core to our clients’ beliefs, and their underlying beneficiaries. 
In this podcast we discuss the necessity of having such a framework and how it can help investors to engage on the governance of a major country.

]]> Kempen Capital Management Buzzsprout-10828963 Tue, 21 Jun 2022 11:00:00 +0200 1461 full false How inflation proof is infrastructure really? How inflation proof is infrastructure really? Inflation – last year 2.7% in Europe – creeping up may not have kept you awake last year as the market believed it was transitory. Now it's 8.1% ; as an investor it’s a concern that we can’t ignore.

As investors we’re looking for inflation protection.
Infra is mentioned as providing inflation protection, but let’s dig into that – we can see it doing well while the inflation concerns are here – one of the few strategies up while the market is down.

In this podcast we will tackle the question: how inflation proof is Infrastructure really and where do we, as investors, need to look out for?  

]]> Inflation – last year 2.7% in Europe – creeping up may not have kept you awake last year as the market believed it was transitory. Now it's 8.1% ; as an investor it’s a concern that we can’t ignore.

As investors we’re looking for inflation protection.
Infra is mentioned as providing inflation protection, but let’s dig into that – we can see it doing well while the inflation concerns are here – one of the few strategies up while the market is down.

In this podcast we will tackle the question: how inflation proof is Infrastructure really and where do we, as investors, need to look out for?  

]]> Kempen Capital Management Buzzsprout-10821538 Mon, 20 Jun 2022 11:00:00 +0200 390 Real Assets ENG, Real Assets NL full false End game End game In this podcast Ian Brown, James Mullins and Nicholas Clapp consider some of the things that trustees need to think about as their scheme approaches its endgame and explain why Kempen is well placed to accompany you on your journey. Listen to the podcast!

]]> In this podcast Ian Brown, James Mullins and Nicholas Clapp consider some of the things that trustees need to think about as their scheme approaches its endgame and explain why Kempen is well placed to accompany you on your journey. Listen to the podcast!

]]> Kempen Capital Management Buzzsprout-10671570 Tue, 24 May 2022 08:00:00 +0200 1096 full false Impact climate risk on Real Estate valuation Impact climate risk on Real Estate valuation loodings, wildfires, draught, record high temperatures. Climate change has had a huge impact on different communities around the world the past years. Today we will discuss how extreme weather events have significant effect on the valuation of real estate and how this evolves over time.

 In this podcast Lucas Vuurmans, Senior Quantitative Portfolio manager Real Estate Kempen Capital Management and Sergey Obolensky, Executive Sales director at Munich Re, discuss climate risk in Real Estate. Questions they will answer are: How do extreme weather conditions affect real estate valuations? Why do we collect data on extreme weather events? And how do we translate this data into relevant information to draw conclusions from in our daily portfolio management decisions?

]]> loodings, wildfires, draught, record high temperatures. Climate change has had a huge impact on different communities around the world the past years. Today we will discuss how extreme weather events have significant effect on the valuation of real estate and how this evolves over time.

 In this podcast Lucas Vuurmans, Senior Quantitative Portfolio manager Real Estate Kempen Capital Management and Sergey Obolensky, Executive Sales director at Munich Re, discuss climate risk in Real Estate. Questions they will answer are: How do extreme weather conditions affect real estate valuations? Why do we collect data on extreme weather events? And how do we translate this data into relevant information to draw conclusions from in our daily portfolio management decisions?

]]> Kempen Capital Management Buzzsprout-10625759 Mon, 16 May 2022 15:00:00 +0200 940 Real Assets ENG, Real Assets NL full false Clarity on Real Assets Clarity on Real Assets Inflation, energy security, climate change: current themes that have investors worried. What are the asset classes that provide protection against these risks? And what type of investments actually contribute to a sustainable society? These are the kind of topics that we discuss in our podcast. 

In this podcast Egbert Nijmeijer, co-Head Real Assets, Jags Walia, Senior Portfolio manager of the Global listed Infrastructure fund and Anne Mei Poppe, Director Institutional Relations, provide clarity on Real Assets. They discuss how real assets protect us against inflation, what development they see in real estate and infrastructure and the important aspects for an investor to look out for when investing in real assets.

Read more: https://www.kempen.com/en/asset-management/real-assets

]]> Inflation, energy security, climate change: current themes that have investors worried. What are the asset classes that provide protection against these risks? And what type of investments actually contribute to a sustainable society? These are the kind of topics that we discuss in our podcast. 

In this podcast Egbert Nijmeijer, co-Head Real Assets, Jags Walia, Senior Portfolio manager of the Global listed Infrastructure fund and Anne Mei Poppe, Director Institutional Relations, provide clarity on Real Assets. They discuss how real assets protect us against inflation, what development they see in real estate and infrastructure and the important aspects for an investor to look out for when investing in real assets.

Read more: https://www.kempen.com/en/asset-management/real-assets

]]> Kempen Capital Management Buzzsprout-10417136 Thu, 14 Apr 2022 08:00:00 +0200 1497 Real Assets ENG full false Transparantie in Real Assets Transparantie in Real Assets Inflatie, energiezekerheid en klimaatverandering: thema's die beleggers zorgen baren. Zijn er beleggingscategorieën die beleggers bescherming bieden tegen deze risico's? En welke beleggingscategorieën dragen bij aan een duurzame samenleving? Dit bespreken we in onze podcast over Real Assets.

In deze podcast bespreken Egbert Nijmeijer, co-Head Real Assets, Thomas van der Meij, Head of the Global Listed Infrastructure fund, en Anne Mei Poppe, Director Institutional Relations, transparantie over Real Assets. Ze spreken over hoe real assets beschermt tegen inflatie, welke ontwikkelingen zij zien in vastgoed en infrastructuur en waar een belegger op moet letten bij het investeren in deze categorie.

Lees meer: https://www.kempen.com/en/asset-management/real-assets

]]> Inflatie, energiezekerheid en klimaatverandering: thema's die beleggers zorgen baren. Zijn er beleggingscategorieën die beleggers bescherming bieden tegen deze risico's? En welke beleggingscategorieën dragen bij aan een duurzame samenleving? Dit bespreken we in onze podcast over Real Assets.

In deze podcast bespreken Egbert Nijmeijer, co-Head Real Assets, Thomas van der Meij, Head of the Global Listed Infrastructure fund, en Anne Mei Poppe, Director Institutional Relations, transparantie over Real Assets. Ze spreken over hoe real assets beschermt tegen inflatie, welke ontwikkelingen zij zien in vastgoed en infrastructuur en waar een belegger op moet letten bij het investeren in deze categorie.

Lees meer: https://www.kempen.com/en/asset-management/real-assets

]]> Kempen Capital Management Buzzsprout-10416432 Thu, 14 Apr 2022 07:00:00 +0200 1614 Real Assets NL full false