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.
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.
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.
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.
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.
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):
Building the portfolio to meet certain ESG rating thresholds, either absolute or relative to a benchmark.
Building the portfolio to meet sustainable alignment thresholds.
Positive screening of securities based on ESG criteria to meet clients' sustainability or values-based preferences.
We offer a variety of solutions to help clients meet their sustainable objectives. These can include:
Investing the majority of the portfolio in sustainable activities.
The majority of the portfolio is allocated to investments that align with the UN Sustainable Development Goals (SDGs).
Investing in specific themes that contribute to sustainable development.
Impact investments are made with the intention of generating positive, measurable environmental; and/or social outcomes alongside financial returns.
We offer a range of impact capabilities across different asset classes. For fixed income, this includes an independent assessment of ESG-labelled bonds. We can also implement client-defined impact frameworks as part of bespoke investment solutions.
Our Impact Fixed Income strategies aim to contribute positive environmental and/or social impact, whilst achieving capital growth and income, over a full market cycle.
An impact-focused strategy with high-conviction global equity exposure and a dual mandate which aims to create positive social and/or environmental impact as well as seeking to provide financial return
An impact-focused, high-conviction US equity strategy with a dual mandate which aims to create positive social and/or environmental impact as well as seeking to provide financial return.
T. Rowe Price and the International Finance Corporation* (part of the World Bank Group) are partnering to grow the blue bond market.
The partnership supports investment across sustainable oceans, freshwater, and water infrastructure, directing capital toward marine and freshwater conservation, clean water and sanitation, climate resilience, and sustainable economic development.
* T. Rowe Price and International Finance Corporation are not affiliated companies
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