Van Lanschot Kempen Investment Management

⚪ Clara-Pensions launches Private Markets Investment Vehicle, developed and managed, once registered, by Van Lanschot Kempen ⚪ We are thrilled and incredibly proud of having developed and once registered, will manage, this Private Markets Investment Vehicle for Clara-Pensions. This industry-first initiative not only boosts member security but also can support economic growth in the UK.  Read more to find out what Andre Keijsers, CEO of Van Lanschot Kempen Investment Management UK, commented on this: https://lnkd.in/eWwj-GhY Capital at Risk. For professional investors only. #Innovation #Pensions  #ClaraPensions #VanLanSchotKempen

Policy uncertainty in the US is causing some head scratching among infrastructure investors. Jags Walia, Head of Listed Infrastructure at Van Lanschot Kempen Investment Management suggests in this piece from IPE Real Assets that there are both risks and opportunities in the current environment, and that one eventual effect of tariffs will be to drive US-based production. We may witness the rise of MADA - "Make America Domestic Again". #ipe #infrastructure #komverder

Mind the Gap: Navigating Global Valuation Disparities 🌍📊 The valuation gap between the US and other global markets has been a focal point for investors. With the US market's premium driven by tech dominance and economic growth, what does this mean for your investment strategy? In our latest Market Musings, "Mind the Gap!", we delve into: ⚪ The reasons behind the US's higher valuations ⚪ Opportunities in European markets ⚪ How our high dividend strategy can offer a balanced approach Is it time to explore new opportunities beyond the US? Read our full insights here: https://lnkd.in/d6NunqMn Capital at Risk. For professional investors only. #MarketMusings #ValuationGap #InvestmentOpportunities #GlobalMarkets #DividendStrategy

We're pleased to mention that we've been shortlisted for two awards at the Professional Pensions awards 2025. The categories are for Impact Manager of the Year and Fiduciary Manager of the Year for a second year running.   #FiduciaryManagement #ImpactInvesting #ProfessionalPensionsawards2025  

Bij Van Lanschot Kempen Investment Management zijn we verheugd om te zien hoe onze private-equitystrategieën resoneren met beleggers die op zoek zijn naar diversificatie en potentieel hogere rendementen. Onze focus op niet-beursgenoteerde beleggingen biedt unieke kansen voor ervaren beleggers die verder willen kijken dan de traditionele markten. We blijven ons inzetten voor het leveren van hoogwaardige, gespecialiseerde beleggingsoplossingen die aansluiten bij de lange termijn doelen van onze klanten. Lees meer over de closing hier: https://lnkd.in/deDvqUge #InvestmentManagement #PrivateEquity #WealthManagement

For pension trustees, having a solid strategic plan is essential. Many schemes may be well-funded today, but unforeseen external risks—like market corrections or political instability—can still cause setbacks. 🛡️As you assess the future, make sure you’re considering all scenarios and risks in your long-term strategy. https://lnkd.in/eh2YC34g Capital at Risk. For professional investors only. #PensionTrustees #RiskMitigation #StrategicPlanning #PensionFunding #InvestmentOutlook

We are pleased to publish the #VanLanschotKempen Stewardship and Sustainable Investment Report 2024. The report highlights our stewardship activities in 2024, our approach to sustainable investments and how we help our clients to navigate the important transitions of our times. "Against the backdrop of a vastly changing political world order and growing division over sustainability, we keep our cool as wealth managers and investors by sticking to what we believe in: selecting companies based on a long term vision, companies that are agile and that we believe will come out as the winners of the future." Erik Van Houwelingen 🟢https://lnkd.in/epaWBrzu🟢 Capital at Risk. For professional investors only. #Stewardship #SustainableInvestment

Are corporate bonds still the right choice for pension funds? 📉📈 Investment-grade corporate bonds have been a go-to for UK DB pension schemes, but with valuations stretched and insurers stepping back, is it time to rethink? In our latest Market Musings, we explore: ⚪ Why corporate bond spreads are at historically tight levels ⚪ The impact of insurer investment shifts ⚪ Alternative strategies pension funds should consider Is it time to take a fresh look at your portfolio? Read our full insights here: https://lnkd.in/eUdPsz9w Capital at Risk. For professional investors only. #Pensions #InvestmentStrategy #CorporateBonds #FiduciaryManagement

#VanLanschotKempen attended the Trends Investment Summit in Antwerp yesterday. Joris Franssen presented our approach to dividend investing and discussed developments in the dividend peer group. We were very pleased to see so many people joining our breakout session and asking great questions about our views in this volatile market. Do you want to know more? https://lnkd.in/e2dY8Vtj 👏 Thanks to all that attended and we hope to see you soon. Capital at Risk. For professional investors only. #trendsinvestmentsummit #BENELUX2025 #Antwerp #dividends

The rapid rise of the “Magnificent 7” tech stocks is creating major challenges for pension schemes. A potential market correction could significantly impact funding levels, especially for UK DB pension schemes. Trustees must assess exposure and develop strategies to navigate potential bubbles in the tech sector. Diversification and risk mitigation are more important than ever. 🔎 Download our research paper https://lnkd.in/eWmfytts Capital at Risk. For professional investors only. #TechStocks #PensionSchemes #InvestmentRisk #Diversification Alastair Greenlees, CFA Calum Edgar, CFA