Investment strategies

Sustainable Investment and Stewardship report 2023

In 2023, we further improved our fund offering by expanding our sustainability labels and enhancing the sustainability profile of our investment strategies. We also continued our path towards net-zero carbon emissions by engaging with companies representing 50% of the carbon intensity of each strategy.

Have a look at the highlights of 2023

Engaging with the big polluters

In the past two years, we have been engaging with companies representing 50% of the carbon intensity of the portfolios we manage.

Please find the outcomes here

Setting higher goals

In 2023, we committed to a higher minimum percentage of sustainable investments for several of our funds individually. As a result, the larger part of our investment funs now have a variant with a higher degree of commitment to sustainable investments.

Please find the full overview here

The carbon intensity of our funds

With the aim of a 7% annual carbon emission reduction in our portfolios, we use all the suite of responsible investing tools: tightening exclusion rules, reflecting carbon metrics in the Sustainability Risk Score, as well as voting and engagement.

Please see the footprint of the listed Kempen Funds here

Engagement and voting statistics

We've engaged with 131 companies in 2023, achieving 90 milestones across 110 engagements for change.

See our engagement and voting statistics in full

Stewardship and Sustainable Investment Report 2023

You can download the Stewardship and Sustainable Investment Report 2023 here

Download

Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested. Past performance provides no guarantee for the future.

There’s a saying in Dutch, Kom verder, it means many things and it’s our business philosophy. It captures the way we work with clients but also the way we steer our investee companies to deliver shareholder value through active engagement.

Van Lanschot Kempen Investment Management (UK) Limited is registered in England & Wales with registration number 02833264. Registered office at 20 Gracechurch Street, London, EC3V 0BG Tel: +44 (0)20 3636 9400. Authorised and regulated by the Financial Conduct Authority (FCA) with reference number 166063.