Responsible Investment Report

Q2 2021
Rory Goodman
Rory Goodman
Investment Manager

We believe investing responsibly will lead to better long-term performance for our clients.

As an investment manager with a relatively concentrated portfolio of equity holdings, we believe ESG considerations represent both sources of value and also investment risks.


DOWNLOAD THE REPORT

 

 

The race to net-zero
The UK made headlines in the summer of 2019 when it became the first major economy to pass a law requiring greenhouse gas emissions to be reduced to net-zero by 2050.
Read
Water scarcity
Disruption to weather patterns and an increase in extreme events have played havoc with the water cycle. The freshwater crisis is alarming not only because of our dependence on water, but also because of the speed at which the crisis is approaching.
Read
2020 Stewardship report
Our 2020 report highlights the depth and breadth of our stewardship activities. Our focus on engaging directly with company management has afforded us a deeper understanding of the companies in which our clients are invested.
Read

Past performance is not a guide to future performance. The value of investments and the income derived therefrom can decrease as well as increase and you may not get back the full amount originally invested. Ruffer performance is shown after deduction of all fees and management charges, and on the basis of income being reinvested. The value of overseas investments will be influenced by the rate of exchange.

The views expressed in this article are not intended as an offer or solicitation for the purchase or sale of any investment or financial instrument, including interests in any of Ruffer’s funds. The information contained in the article is fact based and does not constitute investment research, investment advice or a personal recommendation, and should not be used as the basis for any investment decision. This document does not take account of any potential investor’s investment objectives, particular needs or financial situation. This document reflects Ruffer’s opinions at the date of publication only, the opinions are subject to change without notice and Ruffer shall bear no responsibility for the opinions offered. Read the full disclaimer.

London
80 Victoria Street
London SW1E 5JL
Edinburgh
31 Charlotte Square
Edinburgh EH2 4ET
Paris
103 boulevard Haussman
75008 Paris, France