ESG Capabilities
We offer a range of ESG products and also work closely with professional clients to build highly customized portfolios tailored to their specific sustainability goals.
Why T. Rowe Price for ESG investing
Research driven
Our extensive fundamental research capabilities, combined with the expertise of more than 40 dedicated ESG investment professionals, generate differentiated insights that better inform investment decision making.
Guided by Best Practice
Our approach is anchored in globally recognized ESG best practices and strengthened through our ongoing involvement in developing industry standards, ensuring we deliver solutions that reflect both today's expectations and tomorrow’s evolving market practices.
Client-centric solutions
We partner with clients from the outset to understand their priorities, and work together to design innovative solutions that align with their goals, helping clients navigate an increasingly complex investment landscape.
A range of “building blocks” to create flexible ESG solutions
ESG screens and tilts
Exclusions and negative screens
We conduct negative screening of securities based on ESG criteria and/or restricted lists to meet clients' sustainability or values-based preferences. Please see the T. Rowe Price Exclusion Policy for details of our firmwide, vehicle-specific and product-specific exclusions.
ESG controversy assessment
Bespoke controversy assessment methodology and monitoring (as opposed to exclusion) according to clients’ requirements.
Customized implementation of clients’ values and preferences through positively tilting or aligning the portfolio to a variety of ESG characteristics. These may include (but are not limited to):
Positive ESG ratings
Building the portfolio to meet certain ESG rating thresholds, either absolute or relative to a benchmark.
Sustainable tilt
Building the portfolio to meet sustainable alignment thresholds.
Inclusions universe
Positive screening of securities based on ESG criteria to meet clients' sustainability or values-based preferences.
Climate-related
We offer a range of solutions incorporating varying levels of climate-related commitments tailored by asset class to help our clients balance their financial and climate objectives.
Greenhouse gas (GHG) emissions objectives
Includes setting absolute or relative GHG reduction targets.
Net zero alignment
Setting specific goals for the alignment of the portfolio to net zero emissions by a defined timeframe.
Climate solutions alignment
Setting specific goals for the alignment of the portfolio to environmentally sustainable activities.
Sustainable
We offer a variety of solutions to help clients meet their sustainable objectives. These can include:
Sustainable alignment
Investing the majority of the portfolio in sustainable activities.
SDG alignment
The majority of the portfolio is allocated to investments that align with the UN Sustainable Development Goals (SDGs).
Sustainable themes
Investing in specific themes that contribute to sustainable development.
Latest insights
Policies and key information
Policies/Guidelines
Reports
Other
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