14 april 2026
Beyond Returns: Intentional, Additional and Measurable Impact Investing
Discover how institutional investors can use their capital to generate both financial returns and tangible social and environmental impact. In this video, Sarah Stols explains how Van Lanschot Kempen partners with clients to build impactful private market solutions – with measurable outcomes, across the globe and close to home.
01:06:36 --> 01:06:40
Impact investing is a key area of focus and growth for us at Van Lanschot Kempen.
01:06:41 --> 01:06:45
We have supported investors as they navigate the sometimes complex landscape
01:06:45 --> 01:06:49
of impactful private market strategies since 2017.
01:06:49 --> 01:06:55
Over the years we have built a strong foundation of expertise, capabilities and a proven track record.
01:06:55 --> 01:07:01
We see a great opportunity, and need, to invest to deliver both expected returns
01:07:01 --> 01:07:05
as well as a positive and measurable social and environmental impact.
01:07:05 --> 01:07:11
In putting their capital to use, institutional investors can play a major part in accelerating
01:07:11 --> 01:07:16
the energy or food transition for example, or contribute to increased access to healthcare
01:07:16 --> 01:07:19
or financial services in developed and emerging markets.
01:07:20 --> 01:07:26
Using our structured and institutional processes and frameworks - with impact deeply embedded throughout -
01:07:26 --> 01:07:32
we help clients invest in the themes, asset classes and regions that are most relevant to them.
01:07:32 --> 01:07:38
We have selected impactful investments across the globe, in multiple asset classes such as private debt,
01:07:38 --> 01:07:44
farmland, private equity and have experience investing in both social and environmental themes
01:07:44 --> 01:07:48
such as nature positive investing and access to healthcare.
01:07:49 --> 01:07:55
In close collaboration with our clients, we translate opportunities into tailored and forward looking solutions.
01:07:55 --> 01:08:01
We have also seen the increasing desire from our clients to contribute to impactful investments locally
01:08:01 --> 01:08:07
and we are bold enough to develop new solutions - such as in private debt and private real estate to meet this need.
01:08:07 --> 01:08:13
We invest in solutions which showcase strong levels of intentionality, additionality and measurability.
01:08:14 --> 01:08:18
And we look at these elements from a layered approach, from the underlying companies
01:08:18 --> 01:08:24
to the managers and the funds in which we invest and for ourselves and the clients as an investor.
01:08:24 --> 01:08:30
For intentionality, we look for external managers who are deliberately aiming to achieve a positive impact
01:08:30 --> 01:08:34
and select companies where the financial success and impact contribution
01:08:34 --> 01:08:37
are intrinsically tied and mutually reinforcing.
01:08:37 --> 01:08:41
For additionality, we look to contribute to new solutions
01:08:41 --> 01:08:45
and partner with managers who go above and beyond just providing capital
01:08:45 --> 01:08:50
but also working with the underlying companies to improve their financial and their impact potential.
01:08:50 --> 01:08:57
And importantly, we seek to measure this positive impact so that we can monitor it, manage it and report on it.
01:08:57 --> 01:09:01
And these tangible positive outcomes are a vital element for us.
01:09:02 --> 01:09:06
For example, our Private Global Impact Solution has contributed to the generation
01:09:06 --> 01:09:10
of over 46,000 megawatt hours of renewable energy,
01:09:11 --> 01:09:15
which is equivalent to the energy use of approximately 15,000 Dutch households.
01:09:16 --> 01:09:19
On the social side, the solution has contributed to almost
01:09:19 --> 01:09:24
500,000 underserved consumers gaining access to healthcare services.
01:09:24 --> 01:09:30
Importantly, we also consider and steer on both the direct and systemic impact contributions of our investments,
01:09:30 --> 01:09:36
as we and our clients seek to actively contribute to a more inclusive and future-proof society.
Impact investing is a key area of focus and growth for us at Van Lanschot Kempen.
01:06:41 --> 01:06:45
We have supported investors as they navigate the sometimes complex landscape
01:06:45 --> 01:06:49
of impactful private market strategies since 2017.
01:06:49 --> 01:06:55
Over the years we have built a strong foundation of expertise, capabilities and a proven track record.
01:06:55 --> 01:07:01
We see a great opportunity, and need, to invest to deliver both expected returns
01:07:01 --> 01:07:05
as well as a positive and measurable social and environmental impact.
01:07:05 --> 01:07:11
In putting their capital to use, institutional investors can play a major part in accelerating
01:07:11 --> 01:07:16
the energy or food transition for example, or contribute to increased access to healthcare
01:07:16 --> 01:07:19
or financial services in developed and emerging markets.
01:07:20 --> 01:07:26
Using our structured and institutional processes and frameworks - with impact deeply embedded throughout -
01:07:26 --> 01:07:32
we help clients invest in the themes, asset classes and regions that are most relevant to them.
01:07:32 --> 01:07:38
We have selected impactful investments across the globe, in multiple asset classes such as private debt,
01:07:38 --> 01:07:44
farmland, private equity and have experience investing in both social and environmental themes
01:07:44 --> 01:07:48
such as nature positive investing and access to healthcare.
01:07:49 --> 01:07:55
In close collaboration with our clients, we translate opportunities into tailored and forward looking solutions.
01:07:55 --> 01:08:01
We have also seen the increasing desire from our clients to contribute to impactful investments locally
01:08:01 --> 01:08:07
and we are bold enough to develop new solutions - such as in private debt and private real estate to meet this need.
01:08:07 --> 01:08:13
We invest in solutions which showcase strong levels of intentionality, additionality and measurability.
01:08:14 --> 01:08:18
And we look at these elements from a layered approach, from the underlying companies
01:08:18 --> 01:08:24
to the managers and the funds in which we invest and for ourselves and the clients as an investor.
01:08:24 --> 01:08:30
For intentionality, we look for external managers who are deliberately aiming to achieve a positive impact
01:08:30 --> 01:08:34
and select companies where the financial success and impact contribution
01:08:34 --> 01:08:37
are intrinsically tied and mutually reinforcing.
01:08:37 --> 01:08:41
For additionality, we look to contribute to new solutions
01:08:41 --> 01:08:45
and partner with managers who go above and beyond just providing capital
01:08:45 --> 01:08:50
but also working with the underlying companies to improve their financial and their impact potential.
01:08:50 --> 01:08:57
And importantly, we seek to measure this positive impact so that we can monitor it, manage it and report on it.
01:08:57 --> 01:09:01
And these tangible positive outcomes are a vital element for us.
01:09:02 --> 01:09:06
For example, our Private Global Impact Solution has contributed to the generation
01:09:06 --> 01:09:10
of over 46,000 megawatt hours of renewable energy,
01:09:11 --> 01:09:15
which is equivalent to the energy use of approximately 15,000 Dutch households.
01:09:16 --> 01:09:19
On the social side, the solution has contributed to almost
01:09:19 --> 01:09:24
500,000 underserved consumers gaining access to healthcare services.
01:09:24 --> 01:09:30
Importantly, we also consider and steer on both the direct and systemic impact contributions of our investments,
01:09:30 --> 01:09:36
as we and our clients seek to actively contribute to a more inclusive and future-proof society.
Disclaimer
This video is only for professional investors.
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.
General risks to take into account when investing in Impact Strategies
Please note that all investments are subject to market fluctuations. The impact strategy will primarily invest in a diversified pool of investment funds managed by third-party investment managers with the primary investment objective to achieve capital growth and positive social and environmental impact. Investing in this strategy is subject to risks arising from the volatility of securities, bonds, currency and interest rate markets that could negatively affect the performance.
Under unusual market conditions the specific risks can increase significantly. Potential investors should be aware that the underlying investment funds often pursue a more alternative investment policy than traditional investment funds. Some investments, particularly private (non-listed) investment strategies, may involve assets which are illiquid, are difficult to value and/or are exposed to high market, credit and liquidity risk including the risk of insolvency or ban. In such circumstances, the ability for an investor to redeem its interest in the strategy will be limited due to a lack of available liquid assets.
The value of your investment may fluctuate, past performance is no guarantee for the future. Do not take unnecessary risks.
Before you invest, it is important that you are aware of and are informed about the characteristics and risks of investing. This information can be found in the available documents of the strategy and/or in the agreements that are part of the service you choose or have chosen.
This video is only for professional investors.
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.
General risks to take into account when investing in Impact Strategies
Please note that all investments are subject to market fluctuations. The impact strategy will primarily invest in a diversified pool of investment funds managed by third-party investment managers with the primary investment objective to achieve capital growth and positive social and environmental impact. Investing in this strategy is subject to risks arising from the volatility of securities, bonds, currency and interest rate markets that could negatively affect the performance.
Under unusual market conditions the specific risks can increase significantly. Potential investors should be aware that the underlying investment funds often pursue a more alternative investment policy than traditional investment funds. Some investments, particularly private (non-listed) investment strategies, may involve assets which are illiquid, are difficult to value and/or are exposed to high market, credit and liquidity risk including the risk of insolvency or ban. In such circumstances, the ability for an investor to redeem its interest in the strategy will be limited due to a lack of available liquid assets.
The value of your investment may fluctuate, past performance is no guarantee for the future. Do not take unnecessary risks.
Before you invest, it is important that you are aware of and are informed about the characteristics and risks of investing. This information can be found in the available documents of the strategy and/or in the agreements that are part of the service you choose or have chosen.
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.
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.