Hari Balkrishna, Portfolio Manager, Global Impact Equity discusses Badger Meter from the Impact Sub-pillar Promoting Healthy Ecosystems.
T. Rowe Price Global Impact Equity Fund
Impact Investing
Looking for more than just returns from your investment?
*Investment returns are not guaranteed.
Impact Investing Case Studies
Badger Meter
Impact goal: Help deliver clean, safe drinking water, enabling sustainable management and efficient use.
Impact KPI: Products helped save approximately 25 million cubic meters of water.
Source: T. Rowe Price, Net Purpose estimates, individual company annual reports.
Trane Technologies
Hari Balkrishna, Portfolio Manager, Global Impact Equity discusses Trane Technologies from the Impact Sub-pillar Reducing Greenhouse Gases.
Impact goal: Improve energy efficiency in commercial and residential buildings.
Impact KPI: Products helped mitigate 43 million tCO2e
Source: T. Rowe Price, Net Purpose estimates, individual company annual reports.
Nu Holdings
Hari Balkrishna, Portfolio Manager, Global Impact Equity discusses Nu Holdings from the Impact Sub-pillar Enabling Social Equity.
Impact goal: Promote financial inclusion by providing low-cost services to underserved or unbanked populations.
Impact KPI: 5.7 million people brought into the financial system with their first credit/debit card.
Source: T. Rowe Price, Net Purpose estimates, individual company annual reports.
Education Series - Impact & Responsible Investing
Video #1: The importance of public markets for impact investing
Portfolio Manager Hari Balkrishna explains how active engagement in impact investing has the potential to add alpha to your investment portfolio. And why public equity, in the form of listed investment funds like those of T. Rowe Price, plays an important role in helping deliver the UN's Sustainable Development Goals.
This video is part of an Education Series, where Hari Balkrishna and Alexandra Brown, Founder and CEO of Ethical Invest Group, share important tips and insights for having better client conversations around impact and responsible investing.
Fund video:
Introducing the T. Rowe Price Global Impact Equity Fund
Investing used to just be about making a meaningful return on your investment. But what if your investment could not only deliver a return on your investment, but also do more good, both environmentally and socially for the world we all live in?
The opportunities now to own quality businesses that have the potential to create a positive impact on society and the planet are broader than they have ever been in equity markets.
The T. Rowe Price Global Impact Equity Fund targets specific companies that not only make good economic sense, but also strive to make the world a better place for all.
It's really about pursuing more meaningful returns for investors who care.
T. Rowe Price
Global Impact Equity Fund
I Class
Go to the Fund Details page to find out more about Global Impact Equity Fund.
Dual mandate portfolio which seeks both long-term capital appreciation as well as seeking to have a positive impact on the environment and society by investing in companies whose current or future business activities are expected to generate a material and measureable positive impact under one of the following three impact pillars ("Impact Pillars"):
- Climate and resources impact;
- Social equity and quality of life; and
- Sustainable innovation and productivity.
^The Management Fee for the T. Rowe Price Global Impact Equity Fund - I Class is 0.85% p.a. and the Indirect Cost is 0.00% p.a. Full details of other fees and charges are available within the Fund's Product Disclosure Statement and Reference Guide.
29 March 2021
AUD
0.85% p.a.
ETL6342AU
MSCI All Country World ex Australia Index (net of withholding tax)
RIAA adviser resources
The Responsible Investment Association Australasia (RIAA) champions responsible investing and a sustainable financial system in Australia and New Zealand.
RIAA has created these tools for advisers to better understand and navigate their clients towards responsible investment products and advice.
Financial Adviser Guide to Responsible Investment
This guide sets out to demystify responsible and ethical investment.
Adviser Guide: Client Interview Process
This guide aims to provide you with a step by step process you can use as the basis for crafting your own client interview process.
Responsible Investment Fact Find
This tool is designed for clients to share with financial advisers the environmental and social themes and issues that matter to them.
Video resources
Impact Investing Education Series
In this Education series, Alexandra Brown, Founder and CEO of Ethical Invest Group and Hari Balkrishna, Portfolio Manager, share important tips and insights for having better client conversations around impact and responsible investing.
Impact Investing Explained
Watch our series of videos where Hari Balkrishna explains the meaning of impact investing and elaborates on our impact charter, philosophy and measurements.
Can Impact Investing Tackle ESG Fractures?
ESG and Impact Investing insights
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