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Finding infrastructure winners with data

Van Lanschot Kempen Investment Management

Financial data of companies is certainly not the only thing that portfolio managers look at in their search for the right companies to include in their strategy.

Other datasets also play an important role –
particularly when integrating material sustainability factors into the investment process.

With tangible, physical assets on their hands, portfolio managers in our Global Listed Infrastructure strategy team find themselves asking questions like ‘is the wind blowing in the right place at the right speed?’

Van Lanschot Kempen Investment Management

Friday 30th May 2025

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