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Professional Investor - Netherlands
21 February 2025

Our Social Framework: Global Listed Infrastructure

At Van Lanschot Kempen Investment Management, our mission is to preserve and create wealth for our clients and our society in a sustainable way.

We believe strongly that ESG (Environmental, Social, and Governance) forms an integral part of the evolving toolkit for selecting resilient and risk-adjusted investments over the long term. In the investment landscape, it is crucial not to
sideline the ‘S’ or the Social component when discussing and analysing ESG. This component bears significant long-term financial materiality that is often overlooked.

In this paper, we explain why the social component is financially material, and share
our framework for assessing how this risk is addressed in Infrastructure.

Download the whitepaper
Social framework cover page
Read more about Infrastructure

The author

Todor Ristov Van Lanschot Kempen

Todor Ristov

Portfolio Manager - Infrastructure - NL

Emailt.ristov@vanlanschotkempen.com

Disclaimer

Van Lanschot Kempen Investment Management NV (VLK Investment Management) is licensed as a manager of various UCITS and AIFs and authorised to provide investment services and as such is subject to supervision by the Netherlands Authority for the Financial Markets. This document is for information purposes only and provides insufficient information for an investment decision. This document does not contain investment advice, no investment recommendation, no research, or an invitation to buy or sell any financial instruments, and should not be interpreted as such. The opinions expressed in this document are our opinions and views as of such date only. These may be subject to change at any given time, without prior notice.

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.

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