Stewardship and Sustainable Investment Report 2024

Active ownership, ESG-integration, exclusion and positive impact: these ‘tools’ allow us to drive sustainability performance and accelerate the important transitions of our time. Our aim is to keep our investments future-proof and relevant to our clients and the broader society.

How did we fare in 2024? The Stewardship Report 2024 highlights our activities and our approach to sustainable investments, in line with our purpose to preserve and create wealth in a sustainable way.

Dialogue in a changing world

Against the backdrop of a vastly changing political world order and growing division over sustainability, we keep our cool as wealth managers and investors by sticking to what we believe in: selecting companies based on a long term vision, companies that are agile and that we believe will come out as the winners of the future. We choose to engage in dialogue: we actively discuss the changes with our clients, our investee companies and fund managers. Ultimately, our goal is to help our clients navigate the transitions of our time. Erik van Houwelingen, Member of the Management Board of Van Lanschot Kempen CEO of Van Lanschot Kempen Investment Management

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2024 in a nutshell

In 2024 there were 273 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 sored over 390 internally and external managed investment funds to determine their level of sustainability. These funds represented 58% of our total AuM.
We engaged with 106 companies directly and participated in collaborative engagements with 272 companies together with peers.
We voted at 432 different company meetings. There were 334 meetings (73%) at which we voted against or withheld on at least one agenda item.

More information can be found on pages 12-20 of the 2024 Sustainable and Responsible Investment Report.

Themes and transitions 2024

Across all client groups, we work on enabling the transitions by focusing on three themes where we believe we can achieve the biggest results, based on our scale, activities and specialist knowledge: climate, biodiversity and inclusion & diversity. These themes provide the building blocks that bring the transitions to life. In 2024, we assessed the risks and opportunities that transitions have to offer to investors, in particular the food transition, energy transition and materials transition.

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Highlights 2024

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.