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Seeking consistent positive returns.

Come rain or shine.

Ruffer provides investment management services for institutions, pension funds, charities, financial planners and individual investors.
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London
Ruffer LLP
80 Victoria Street
London SW1E 5JL
Paris
Ruffer S.A.
103 boulevard Haussmann
75008 Paris, France
New York
Ruffer LLC
300 Park Avenue
New York NY 10022
Edinburgh
Ruffer LLP
31 Charlotte Square
Edinburgh EH2 4ET

Responsible investment

Articles and thoughts on our approach to responsible investing
Annual Stewardship Report
Our 2022 report highlights the depth and breadth of our global stewardship activities. Our focus on direct engagement with company management has given us a fuller understanding of the companies our clients are invested in.
Responsible Investment Report
This quarter’s Responsible Investment Report explains how companies setting high hurdle rates for projects can torpedo innovative solutions for problems such as climate change. We also detail our latest engagements with a wide assortment of companies around the world.
The Net Zero Asset Managers initiative
The core goal of the Net Zero Asset Managers initiative (NZAM) is reducing emissions in the sectors its signatories invest in. This report looks at what NZAM is and how Ruffer is working towards meeting that goal.
Responsible Investment Report
In this quarter’s report, we delve into our engagement with one of the leading European airlines to gain a fuller understanding of its efforts to reduce carbon emissions. We also engaged with a Japanese precision machinery company on recruitment of women to senior roles, and with a multinational beauty business on a range of issues from independent directors to raw materials sourcing.
Task Force on Climate-related Financial Disclosures 2022
Our second annual TCFD Report gives an update on how Ruffer considers climate change risks (both physical and transition) and opportunities in our clients’ portfolios. It also discusses some of our recent engagements with companies to help deliver better climate outcomes and with data providers to generate more useful metrics.
Responsible Investment Report
In this quarter's Responsible Investment report, we reflect on Ruffer's engagement with CDP's initiative to improve companies' collection and disclosure of carbon related data. We also provide an update on our latest stewardship activities.
Mission possible
The extraordinary population growth over the past century has relied upon, and been enabled by, the birth of vast industrial farming systems. Food, on aggregate, is plentiful. Yet today, the dual issues of food security and sustainability loom as large as they have done in the post-industrial era. These megatrends present sources of both investment risk and opportunity.
Responsible Investment Report
In this quarter’s thought piece, Responsible Investment Manager Peter Lunt and Investment Director Harry Sevier explore the challenges involved with feeding a growing global population. They look at the risks and opportunities in the future of food security, and how these are reflected in Ruffer portfolios. We also include the usual update on our stewardship activities throughout the quarter.
Annual Stewardship Report
Our 2021 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.
Villains to heroes
Banks are rarely the first port of call in a responsible investor’s portfolio. The preference has been to allocate capital to companies directly involved in climate risk mitigation – electric vehicle manufacturers or renewable technology businesses. But financial services have a pivotal part to play in the transition to Net Zero and investor engagement is critical in determining how banks stand up to the climate challenge.
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London
Ruffer LLP
80 Victoria Street
London SW1E 5JL
Paris
Ruffer S.A.
103 boulevard Haussmann
75008 Paris, France
New York
Ruffer LLC
300 Park Avenue
New York NY 10022
Edinburgh
Ruffer LLP
31 Charlotte Square
Edinburgh EH2 4ET