April 2023 / ESG
Impact Investing - Client Engagement Toolkit
I want the new Impact newsletter and Global Impact Client Engagement Toolkit, and T. Rowe Price to donate A$5.
Looking to have valuable and engaging client conversations on impact investing? Our client engagement toolkit has everything you need including client presentation, additional resources and email templates.
What is in the Toolkit?
Client presentation - Wherever your clients are on their impact investing journey, this simple client presentation will allow you to tell the story in a clear and easy to understand way. Includes notes and links to valuable resources to support each slide including our client-friendly animated video.
Email templates - Whether starting the conversation or ready for a solution, these templates are a quick and easy way to get the right messages to your clients in a matter of clicks.
Impact glossary - We have so many unique terms for impact investing, our glossary is designed to help guide investors on their impact journey.
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.
IMPORTANT INFORMATION
This material is being furnished for general informational and/or marketing purposes only. The material does not constitute or undertake to give advice of any nature, including fiduciary investment advice, nor is it intended to serve as the primary basis for an investment decision. Prospective investors are recommended to seek independent legal, financial and tax advice before making any investment decision. T. Rowe Price group of companies including T. Rowe Price Associates, Inc. and/or its affiliates receive revenue from T. Rowe Price investment products and services. Past performance is not a reliable indicator of future performance. The value of an investment and any income from it can go down as well as up. Investors may get back less than the amount invested.
The material does not constitute a distribution, an offer, an invitation, a personal or general recommendation or solicitation to sell or buy any securities in any jurisdiction or to conduct any particular investment activity. The material has not been reviewed by any regulatory authority in any jurisdiction.
Information and opinions presented have been obtained or derived from sources believed to be reliable and current; however, we cannot guarantee the sources' accuracy or completeness. There is no guarantee that any forecasts made will come to pass. The views contained herein are as of the date noted on the material and are subject to change without notice; these views may differ from those of other T. Rowe Price group companies and/or associates. Under no circumstances should the material, in whole or in part, be copied or redistributed without consent from T. Rowe Price.
The material is not intended for use by persons in jurisdictions which prohibit or restrict the distribution of the material and in certain countries the material is provided upon specific request.
It is not intended for distribution to retail investors in any jurisdiction.
Hari Balkrishna is a portfolio manager for the Global Impact Equity Strategy. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price International Ltd. He completed an internship at T. Rowe Price in 2009. Prior to joining the firm in 2010, he worked at Goldman Sachs, Sydney, Australia, in the financial institutions group of the Investment Banking Division.
