Seeking sustainable returns

For the long haul

At Ruffer, we are committed to being good stewards of our clients’ assets.

To that end, environmental, social and governance (ESG) issues are fully integrated into our investment process.

Whether it’s climate change or indigenous rights, executive pay or workforce safety, we believe our considered approach helps us make better decisions.

To the advantage of our clients’ portfolios. To the benefit of the companies we invest in. And for the good of the environment and society.

At a glance
Rated A+, A and A in 2020 by the Principles for Responsible Investment
Dedicated Responsible Investment team, with ESG champions across the firm
30+ bespoke ethical policies for clients
40+ different ethical criteria
Voted at 278 company meetings in 2020, including voting against management on 178 resolutions
Managing portfolios with ethical restrictions since 2006
how we do it
Integration ESG risks and opportunities are considered throughout our investment process

Engagement

Directly engaging with companies is a key part of our investment process

Voting

Equity investing comes with rights and responsibilities – we take this seriously

Restrictions

Ruffer portfolios can be tailored to exclude investment in specific sectors – such as armaments, gambling and tobacco – and other criteria through bespoke ethical investment policies
Should investors engage with fossil fuel companies about climate change? Or stop investing entirely?
Alexia Palacios, Analyst, Responsible Investment
ANNUAL STEWARDSHIP REPORT

Our annual stewardship report has been submitted to the Financial Reporting Council as part of our application to become signatories to the UK Stewardship Code 2020.

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The Ruffer investment approach is conservative, tried and tested. It involves actively managing investments...
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Over 26 years, the typical Ruffer portfolio has produced an average return of 9.1% a year...
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