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.
All-weather investing
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London
80 Victoria Street
London SW1E 5JL
Edinburgh
31 Charlotte Square
Edinburgh EH2 4ET
Paris
103 boulevard Haussmann
75008 Paris, France

All articles

Task Force on Climate-related Financial Disclosures
Our third annual TCFD Report looks at Ruffer’s alignment with the TCFD recommendations, covering governance, strategy, risk and targets.
A case study in LGPS diversification
A case study written with the London Borough of Hammersmith & Fulham Pension Fund exploring the benefits of genuine diversification. Particularly in a new and volatile investment regime where it may be harder to achieve through traditional LGPS building blocks.
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.
The new inflation regime
The return of inflation has changed the investment environment for LGPS funds. This challenges the ability of LGPS to diversify, meet their obligations and actively manage risk or capture opportunities. In this piece, we ask three LGPS professionals the key question for this new regime: what is your plan?
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.
LGPS: liquidity lessons from the LDI crisis
The long-term hunt for yield has driven LGPS funds to adopt a liquidity barbell, with listed equities and bonds at one end of the spectrum and illiquid alternatives at the other. But these assets’ performance can be worryingly correlated at times of market stress.
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London
80 Victoria Street
London SW1E 5JL
Edinburgh
31 Charlotte Square
Edinburgh EH2 4ET
Paris
103 boulevard Haussmann
75008 Paris, France