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All-weather investing

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
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 a major European airline on carbon emissions reduction, a Japanese machinery firm on women in senior roles, and a multinational beauty company on governance and sourcing issues.
Task Force on Climate-related Financial Disclosures 2022
Our second TCFD Report provides an update on how we consider climate change risks and opportunities in our clients’ portfolios, and some of our recent engagements with companies on better climate outcomes and with data providers to generate more useful metrics.
Responsible Investment Report
In this quarter’s report, we reflect on 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
Industrial farming enabled the last century’s massive population growth. While food is abundant overall, challenges in security and sustainability create both risks and opportunities for investors.
Responsible Investment Report
In this quarter’s report, we explore the challenges involved with feeding a growing global population and how these are reflected in Ruffer portfolios. We also include an 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
While responsible investors typically favour companies directly tackling climate change, banks play a crucial role in the Net Zero transition, making investor engagement with financial institutions essential.
Responsible Investment Report
In our latest quarterly report, we look at the crucial role banks can play in facilitating the transition to Net Zero, and include an update on our stewardship activities throughout the quarter.
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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