Sustainability

Stewardship and Sustainable Investment Report 2025

Active ownership, ESG-integration, exclusion and positive impact: we organise our ESG investment efforts across these four pillars. This allows us to take action on our focus themes of climate and biodiversity.

The Stewardship Report highlights our activities in 2025, our approach to sustainable investments and how we are guiding our clients through the important transitions of our time.

Staying the course

2025 saw a great deal of turbulence. Shifts in international relations had a major impact, including on sustainability views and on our investment portfolios. Throughout it all, we’re here for our clients: together we set their course towards their long-term goals. As active investors, we do the same in our own portfolios, with agility and focus.

As a wealth manager, we remain focused on our CO2 reduction ambition. As signatories of the Net Zero Asset Management initiative, we’re staying the course and are looking to continue down this pathway. After all, the planet is facing the same challenges.

Erik van Houwelingen, Chair of the Management Board of Van Lanschot Kempen Investment Management

2025 in a nutshell

In 2025 there were 205 companies on our Exclusion List due to their involvement in controversial weapons or tobacco related activities (among other areas), or their negative impact on people and/or the environment. We also did not invest in 19 countries under arms embargos and sanctions.
We scored over 350 internally and external managed investment funds to determine their level of sustainability. These funds represented 57% of our total AuM.
We engaged with 90 companies directly. The organisations and initiatives we are member of or have joined, participated in collaborative engagements with 235 companies.
We voted at 533 different company meetings. There were 418 meetings (78%) at which we voted against or withheld on at least one agenda item.

More information can be found on pages 10-22 of the 2025 Stewardship and Sustainable Investment Report.

Download the Stewardship and Sustainable Investment Report 2025

Highlights 2025

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.

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. Van Lanschot Kempen Investment Management (UK) Ltd, is authorised and regulated by the Financial Conduct Authority (FCA) with reference number 166063.