Jorrit Arissen

Van Lanschot Kempen is a European-oriented, active investment manager that delivers both financial and sustainable alpha in less efficient and alternative markets. They have a long-term focus and personal approach and are dedicated to preserving and creating wealth sustainably for their clients and the society they serve. Van Lanschot Kempen maintains a solid risk profile with a moderate risk appetite and focuses on both profitable and sustainable growth with a capital-light balance sheet.

PGGM favors equity investments in North American and Europe and in sectors including financial services, raw materials, services and information technology. Their fixed-income portfolios primarily focus on European government bonds, but they also invest in US bonds and investment-grade credits. Their investment process begins with asset allocation and risk budgeting using VAR and RVAR. They then allocate markets, determine the investment style and select either an internal or an external manager. As a socially responsible investor, the firm pays close attention to the corporate governance practices of the companies in which they invest and exercises their shareholder rights by voting at their general meetings.

CT Netherlands is an active, research-based manager which employs strategic and tactical asset allocation and individual portfolio selection. The firm follows a top-down approach for fixed-income investments, aiming to determine price deviations in the medium term. The firm's real estate investment process combines top-down fundamental research and sector allocation with bottom-up stock selection. They aim to invest selectively, believing that real estate should be actively managed and supported by strong research.