Private Banking|Professional Solutions|Investment Management|Investment Banking|About us
Van Lanschot Kempen Logo
  • Products and solutions
  • Sustainability
  • Fund Library
  • Insights
Professional Investor - Netherlands

Harnessing the power of active credit investing

Kempen Euro Sustainable Credit Strategy

Generating sustainable Alpha in credit markets

Our objective is two-fold: generating steady alpha for our clients, whilst protecting against the downside. With a 15-year history of investing in European corporate credit, our philosophy and process have allowed us to do just that, and we have consistently outperformed the benchmark. Combining our team-based approach with active management and a deep analysis of sustainability, we are focused on generating alpha returns, without taking on excessive risk. 

The VW perspective on achieving positive change post ‘diesel-gate’

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?

Loes Wingens - Head of Wholesale, Wholesale & Institutional Clients

Alex Hunger - Member of the Investor relations team of Volkswagen
Lizelle du Plessis- Director Fixed Income Portfolio / Fund Management


Control and discipline

Generally speaking more control results in fewer surprises on the road, in sport, in life generally and so too in investing - For this reason control is one of the core drivers of our approach to investing in our sustainable euro credit strategy. We describe this as ‘Alpha by control’.

While we recognize that credit markets can be inefficient, we also believe that this creates interesting opportunities – so long as the right controls are in place.


Can credit investors really deliver meaningful 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.

Daniel Whitaker- Senior Associate, Institutional Investment Team

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

Webinar: ‘Alpha by control’ – it’s a team game

Credit markets are notoriously unpredictable and delivering a steady investment journey over the long-term is a challenge for every credit investor. We tackle this using a distinctive investment approach we call ‘Alpha by Control’. While we actively seek out opportunities to deliver alpha, our approach is also optimised to control risks. We do this while making impact and integrating sustainability via engagements. 

During the webinar we will cover:
- How broad oversight and ownership across the full team delivers superior results
- Fundamental benefits of our distinctive top down and bottom up selection processes
- Discussion with professor Andreas Hoepner on upcoming regulatory developments and what role bond investors can play to have a positive impact
Watch our webinar on demand

Learn more about our Euro Credit strategy

Fund library

Please visit our fund library for detailed information on our funds. For more sustainability-related information, please refer to the sustainability-related information section of the fund library
Go to fund library

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.

Contact us

Isabelle Foy Van Lanschot Kempen

Isabelle Foy

Business development products and strategies – FR

+33 1 83 75 62 79

Mark van Wijngaarden Van Lanschot Kempen

Mark van Wijngaarden

Business development products and strategies – NL
Daniel Whitaker Van Lanschot Kempen

Daniel Whitaker

Business development products and strategies – International
Ian Penrose Van Lanschot Kempen

Ian Penrose

Business development products and strategies - UK
Frank Juedt Van Lanschot Kempen

Frank Jüdt

Business development products and strategies – CH

Michael Schlieper

Business development products and strategies – DE/AT
Thomas Poulsen Van Lanschot Kempen

Thomas Poulsen

Business development products and strategies – Nordics

Vince Verhoeven

Director, Wholesale Relations – Benelux

Fully focused on your future

Private Banking
  • Offices
  • Entrepreneurs
  • Healthcare
  • Executives
  • Business professionals
  • Wealth management
  • Conditions
  • Private Banking - Belgium
  • Private Banking - Switzerland

Professional Solutions
Investment Management
Investment Banking

© Van Lanschot Kempen Investment Management NV 2024Security and fraud awarenessPrivacy & cookiesDisclaimer