SHIFT TO Long term investing

2019
04
February
2019
FCLTGlobal, has released a new report highlighting the benefits of public markets on long-term value creation. The report, Public Markets for the Long Term: How Successful Listed Companies Thrive, explores the rise of private capital and the presence...
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2018
12
November
2018
Narina Mnatsakanian is Director Impact & Responsible Investment for Kempen Capital Management. A valued expert in the field of responsible investment with a significant international CV, she is an active member of the PRI and has been a member of a v...
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18
April
2018
In an article published in April 2018 on the Dutch news site Executive Finance, Dr. Daniëlle Melis, MBA, of the SHIFTTO Editorial Board described the shifting role – and new importance -  of the CFO in corporate governance anno 2018. Read the full...
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2017
23
October
2017
Quarterly reporting remains essential in providing investors with the transparency they need and in keeping management teams accountable for their performance. On the other hand, consensus earnings estimates will continue to be a feature of markets r...
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27
February
2017
The Harvard Business Review had a recent article, authored by McKinsey consultants, with the following headline: “Finally, Proof That Managing for the Long Term Pays Off”. I hope it was the sub-editors that put the headline in and not the authors, be...
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16
February
2017
Arjan Eleveld is Managing Partner at Jonathan Warner, a company that provides advice on leadership and governance for management teams, executive boards and supervisors. Arjan is a psychologist by training. After graduation, he was active in differen...
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14
February
2017
Senior manager within the Dutch KPMG Advisory practice. Lars is responsible for the Sustainable Investment and Finance Advisory services of KPMG in The Netherlands. He helps financial institutions manage business impacts of key ESG/Sustainability and...
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2016
28
November
2016
Sarah Williamson and Lars Dijkstra talk to Janine Whittingtom of SHIFTTO.org about 'doing the walk' on long-term investing and what makes their roles exciting in todays financial landscape.   ...
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25
November
2016
It is time to 'do the walk' when it comes to long-term investing. Last November FCLT GLobal launched in London, after this event we spoke to Lars Dijkstra, CIO of Kempen Capital Management and asked him: 'What is the best way to approach passive asse...
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17
November
2016
London 9th November - On the morning that the UK financial sector woke up to find that the people of the United States had picked a President Trump over a President Clinton, and as capital markets reacted to the shock election result, it was a fittin...
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27
October
2016
How should businesses make decisions? The textbook answer is to do a calculation – to trade off the costs and benefits. For investment decisions, this is difficult, because the benefits are uncertain. But for tangible investments, such as building...
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20
September
2016
Accelerating the NPL portfolio cleanup by banks might seem a reasonable step from a prudential oversight point of view - but it might have the unintended result of opening up the gates of short-termism in European corporate governance. How’s that pos...
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20
September
2016
Member of the Supervisory Board of Kempen Capital Management Beleggingsfondsen. Independent Board Member of STAP (General Pensionfund, founded by Aegon and TKP). Member of the Supervisory Board of the Dutch pensionfund for medical doctors (SPMS). Mem...
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20
September
2016
Principal Director Investment Strategy of PGGM, responsible for the identification of best practice investment management and the continuous evolution of the investment management practice of PGGM on behalf of its clients. He is a member of the ALM- ...
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20
September
2016
Director Emeritus of the International Centre for Pension Management at the Rotman School of Management, University of Toronto (Canada), and Editor of RIJPM the Rotman International Journal of Pension Management. ...
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20
September
2016
Pavlos Masouros is Assistant Professor of Corporate Law at Leiden UniversityLaw School in the Netherlands and Managing Partner of Masouros & Partners Attorneys-at-Law in Athens, Greece. In addition to his many international academic positions, Pavlos...
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02
September
2016
Activist hedge funds are often seen as the epitome of all that’s wrong with capitalism. They cut investment, fire employees, and break contracts to boost the short-term stock price, and cash out before the long-term value destruction comes to light. ...
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27
July
2016
Can you briefly explain ‘long-term shareholdership’, does it involve more than holding stocks for longer timeframes? 'There are a lot of ways to explain what it is. I wrote an article on the topic a year ago titled ‘Rekindle the spirit of Keynes’....
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01
June
2016
Mark Roe's 2013 article on Corporate Short-Termism where he evaluates the longstanding short-termism argument in corporate law.   ...
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30
May
2016
AMSTERDAM, 30 May 2016 - To bring insights, experience and research in the field of long-term investment together: that is why a number of prominent Dutch pension experts, investors, academics and union representatives, together with Kempen Capital M...
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28
April
2016
Dominic Barton is the Global Managing Director of McKinsey & Company. In his 27 years with the firm, Dominic has advised clients in a range of industries including banking, consumer goods, high tech and industrial. Prior to his current role, Dominic ...
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28
April
2016
Executive director of Eumedion, the Dutch Corporate Governance and Sustainability Platform for Institutional Investors. Also a member of the Dutch Accounting Standards Board and its Nominating Committee, member of the Netherlands Authority for the Fi...
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25
April
2016
Chief Financial Officer/Chief Risk Officer - Statutory Board Van Lanschot NV and F. van Lanschot Bankiers NV, and Management Board Kempen & Co NV. Mr Korthout studied Business Economics at the Erasmus University in Rotterdam. He started his career...
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29
March
2016
Negotiator for the Dutch union CNV Vakmensen ( literally "CNV Professionals") which is part of the National Federation of Christian Trade Unions (CNV) the second most important union in the Netherlands. Mr. van de Veen has worked within the CNV since...
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29
March
2016
Pension Committee of CNV Jongeren. Since she came of age, she has been active in the representing the interests of the young at various labour unions. Anna Grebenchtchikova was born in the Soviet Union and studied mathematics and linguistics at the U...
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21
March
2016
Editor-in-chief of SHIFT TO, investment writer at Kempen Capital Management. Former financial journalist and editor for several business magazines and brands. Twitter-addict: @ACorbijn ...
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21
March
2016
Lesa Sawahata is an editor, journalist and content strategist with specific experience in the area of sustainable finance and stakeholder-focused investing. ...
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21
March
2016
Lars Dijkstra joined KCM in August 2005 as Chief Investment Officer. He holds a degree in Macro-Economics from the University of Groningen. He joined the Philips Pension Fund in 1991 as a macro-economist. Later he became Head of Investment Strategy r...
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