Responsible investment | Thinking | Ruffer | Investment Management

Browse by

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.

Alexia Palacios

14 mins | Responsible investment

Responsible Investment Report

In our latest quarterly report, Alexia Palacios reviews global efforts in the race to net-zero by 2050, and we share our stewardship and engagement activities during the fourth quarter of 2020.

Alexia Palacios

34 mins | Responsible investment

We have been mining the world’s natural resources for thousands of years. Yet the global demand for these is only likely to increase in the future, given their role in supporting economic and social progress and enabling innovations and technologies that are needed to address climate change.

Charalee Hoelzl

8 mins | Responsible investment

The geopolitical implications of a changing climate

Since the late eighteenth century, societies have experienced an unprecedented increase in material wealth. This has lifted billions out of poverty and those born today have, on average, a better quality of life and broader opportunities. Yet industrialisation... has had a devastating effect on the world’s natural capital.

Alexia Palacios

12 mins | Responsible investment

Why diversity matters in investment

Robust diversity policies encourage the balanced representation of a variety of individuals who bring experience from contrasting backgrounds.

12 mins | Responsible investment

Food waste: a triple win opportunity

If food waste were a country, it would be the third-largest emitter of greenhouse gases (8% of annual global greenhouse gases come from food waste).

18 mins | Responsible investment

Responsible Investment Report 2019

We believe that 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.

180 mins | Responsible investment

Climate change: the roles of divestment and engagement

To tackle climate change, both governments and companies need to act; how companies manage their greenhouse gas emissions has become fundamental to their long-term financial performance. For investors seeking to influence the behaviour of companies, it is not necessary to choose either divestment or engagement, it can be a combination of both.

Alexia Palacios

12 mins | Responsible investment

Corporate governance in Japan

2018 saw both another major corporate governance scandal and the revision of the corporate governance code in Japan. We discuss the areas in which significant change has been achieved, and those in which there is still more work to be done.

Alexia Palacios

12 mins | Responsible investment

Natural capital: why investors should care

For investors, natural capital is no longer purely an environmental concern. It is also a financial one that should not be ignored. Changes to our natural capital will affect entire sectors bringing investors both opportunities and risks. A deep understanding of these issues will leave investors well place to make good investment decisions.

Alexia Palacios

8 mins | Responsible investment

1

contact

ruffer@ruffer.co.uk

London

80 Victoria Street
London SW1E 5JL

Directions | Map +44 (0)20 7963 8100

Edinburgh

31 Charlotte Square
Edinburgh EH2 4ET

Directions | Map +44 (0)131 202 1602

Paris

103 boulevard Haussman
75008 Paris, France

Directions | Map +33 (0)1 88 45 02 54