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Sustainability in Action September 2025

Thematic evolution in impact investing

Impact investing has seen rapid growth in recent years and has evolved significantly in the sophistication and variety of themes and opportunities. While it initially focused on providing basic services to underserved communities or investing in renewable energy, the sector now encompasses a diverse variety of interconnected investable themes and opportunities.

By simultaneously addressing multiple challenges, capital can drive genuine systemic change. In this issue of sustainability in Action, we explore the evolving priorities and themes shaping impact investing and offer a tangible example of how to construct an effective impact portfolio.

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Disclaimer
Van Lanschot Kempen Investment Management ( VLK IM) 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.

The value of your investment may fluctuate. Past performance provides no guarantee for the future. The figures presented are gross performance, the effect of potential fees and charges is not included. The level of the fees and charges will depend on the applied product structure, this will have effect on the net performance.

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.