3 March 2026
Alternative Investment Solutions: Opportunities for returns and societal impact
Alternative investments can offer access to opportunities beyond traditional markets, with the potential to deliver attractive financial returns alongside positive societal outcomes as part of total return. In this video, Jorrit Arissen explains how our boutique approach helps fiduciary clients access specialist, transparent and impactful alternative investment strategies.
01:03:51 --> 01:03:56
At a time when markets are becoming more volatile and traditional investment solutions
01:03:56 --> 01:04:00
are losing their self evident nature, new opportunities are emerging.
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Opportunities that can not only deliver financial returns, but also add genuine societal value.
01:04:07 --> 01:04:13
Within the fiduciary services of Van Lanschot Kempen, these opportunities have been recognised for many years.
01:04:13 --> 01:04:17
Clients are broadly advised there on their total portfolio.
01:04:17 --> 01:04:22
This broad, integrated perspective also forms the starting point for how alternative investments
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are approached within the portfolio.
01:04:25 --> 01:04:30
Illiquid and other alternative investments play a key role in this.
01:04:30 --> 01:04:33
They offer an attractive risk return profile,
01:04:33 --> 01:04:38
a natural link to inflation and a low correlation with the financial markets
01:04:38 --> 01:04:48
and perhaps most importantly, they make economic, social and sustainable impact an integral part of total return.
01:04:48 --> 01:04:55
At the same time, this market requires clear choices, a longer horizon and specialist expertise.
01:04:55 --> 01:04:59
The complexity is higher and transparency is lower.
01:04:59 --> 01:05:07
And that is precisely why it is important that you retain control, without being absorbed by the day to day operation.
01:05:07 --> 01:05:12
We support you in this with our Alternative Investment Solutions.
01:05:12 --> 01:05:17
We have structured this service in such a way that you do benefit from the opportunities of illiquid investments,
01:05:17 --> 01:05:21
without being burdened by their complexity.
01:05:21 --> 01:05:26
Our boutique approach is personal, specialist and fully transparent.
01:05:26 --> 01:05:31
We take the work off your hands, while you always retain insight and control.
01:05:31 --> 01:05:37
Our services consist of multi asset solutions as well as single asset solutions,
01:05:37 --> 01:05:44
including private real estate, through which we contribute to future proof living environments.
01:05:44 --> 01:05:49
Private debt, which provides diversification and stable, predictable cash flows,
01:05:49 --> 01:05:56
and impact investing, where financial returns and societal progress go hand in hand.
01:05:56 --> 01:06:01
Across all these solutions, we apply the same boutique approach.
01:06:01 --> 01:06:08
We select the best external, specialist managers worldwide, always aligned with the investment objective.
01:06:08 --> 01:06:16
We do not invest only in our own funds, but deliberately make an independent and objective selection.
01:06:16 --> 01:06:24
We work to the same high standard: rigorous selection, professional risk management and continuous monitoring.
01:06:24 --> 01:06:31
You receive clear reporting and insight into risks, returns and realised impact.
01:06:31 --> 01:06:35
And when adjustments are required, we act swiftly and carefully.
01:06:35 --> 01:06:41
Impact objectives can be directly integrated into selection, portfolio construction and monitoring.
01:06:41 --> 01:06:46
And for those who wish to steer even more specifically, it is possible to realise impact close to home,
01:06:46 --> 01:06:53
for example through investments in the Dutch energy transition or the quality of the living environment.
01:06:53 --> 01:06:58
In this way, we make illiquid investments not only accessible, but also manageable.
01:06:58 --> 01:07:05
And we ensure that they contribute to stability, clarity and distinctive results.
At a time when markets are becoming more volatile and traditional investment solutions
01:03:56 --> 01:04:00
are losing their self evident nature, new opportunities are emerging.
01:04:00 --> 01:04:07
Opportunities that can not only deliver financial returns, but also add genuine societal value.
01:04:07 --> 01:04:13
Within the fiduciary services of Van Lanschot Kempen, these opportunities have been recognised for many years.
01:04:13 --> 01:04:17
Clients are broadly advised there on their total portfolio.
01:04:17 --> 01:04:22
This broad, integrated perspective also forms the starting point for how alternative investments
01:04:22 --> 01:04:25
are approached within the portfolio.
01:04:25 --> 01:04:30
Illiquid and other alternative investments play a key role in this.
01:04:30 --> 01:04:33
They offer an attractive risk return profile,
01:04:33 --> 01:04:38
a natural link to inflation and a low correlation with the financial markets
01:04:38 --> 01:04:48
and perhaps most importantly, they make economic, social and sustainable impact an integral part of total return.
01:04:48 --> 01:04:55
At the same time, this market requires clear choices, a longer horizon and specialist expertise.
01:04:55 --> 01:04:59
The complexity is higher and transparency is lower.
01:04:59 --> 01:05:07
And that is precisely why it is important that you retain control, without being absorbed by the day to day operation.
01:05:07 --> 01:05:12
We support you in this with our Alternative Investment Solutions.
01:05:12 --> 01:05:17
We have structured this service in such a way that you do benefit from the opportunities of illiquid investments,
01:05:17 --> 01:05:21
without being burdened by their complexity.
01:05:21 --> 01:05:26
Our boutique approach is personal, specialist and fully transparent.
01:05:26 --> 01:05:31
We take the work off your hands, while you always retain insight and control.
01:05:31 --> 01:05:37
Our services consist of multi asset solutions as well as single asset solutions,
01:05:37 --> 01:05:44
including private real estate, through which we contribute to future proof living environments.
01:05:44 --> 01:05:49
Private debt, which provides diversification and stable, predictable cash flows,
01:05:49 --> 01:05:56
and impact investing, where financial returns and societal progress go hand in hand.
01:05:56 --> 01:06:01
Across all these solutions, we apply the same boutique approach.
01:06:01 --> 01:06:08
We select the best external, specialist managers worldwide, always aligned with the investment objective.
01:06:08 --> 01:06:16
We do not invest only in our own funds, but deliberately make an independent and objective selection.
01:06:16 --> 01:06:24
We work to the same high standard: rigorous selection, professional risk management and continuous monitoring.
01:06:24 --> 01:06:31
You receive clear reporting and insight into risks, returns and realised impact.
01:06:31 --> 01:06:35
And when adjustments are required, we act swiftly and carefully.
01:06:35 --> 01:06:41
Impact objectives can be directly integrated into selection, portfolio construction and monitoring.
01:06:41 --> 01:06:46
And for those who wish to steer even more specifically, it is possible to realise impact close to home,
01:06:46 --> 01:06:53
for example through investments in the Dutch energy transition or the quality of the living environment.
01:06:53 --> 01:06:58
In this way, we make illiquid investments not only accessible, but also manageable.
01:06:58 --> 01:07:05
And we ensure that they contribute to stability, clarity and distinctive results.
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.
The majority of the 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.
The majority of the 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.
Il y a un dicton en néerlandais, Kom verder, qui ui signifie beaucoup de choses, et c'est notre philosophie d'entreprise. Il reflète la façon dont nous travaillons avec nos clients, mais aussi la manière dont nous dirigeons nos entreprises participantes pour créer de la valeur pour les actionnaires grâce à un engagement actif.
Risque de perte en capital. La valeur des investissements et des revenus qui en découlent peut évoluer à la hausse comme à la baisse. Les investisseurs sont susceptibles de ne pas récupérer l’intégralité de leur investissement initial. Les performances passées ne présagent pas des performances futures et ne sont pas constantes dans le temps.
Risque de perte en capital. La valeur des investissements et des revenus qui en découlent peut évoluer à la hausse comme à la baisse. Les investisseurs sont susceptibles de ne pas récupérer l’intégralité de leur investissement initial. Les performances passées ne présagent pas des performances futures et ne sont pas constantes dans le temps.