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Impact Beyond the Obvious

Global Impact Equity Strategy


In 2020, T. Rowe Price committed to launching its first impact investment strategy. This followed several years of investment to build the firm’s capabilities in responsible investing and to meet our clients’ rapidly evolving needs with respect to integrating environmental, social, and governance (ESG) factors. ​

The Global Impact Equity Strategy was born through our desire to contribute in a positive way to the challenges our planet and society face today—challenges that require commitment and action. We believe impact investing is the most direct way we can influence and address these challenges—via conscious action, engagement, and skilled execution.​

 

Our Global Impact Equity Strategy has a dual mandate that aims to deliver both benchmark outperformance and positive environmental or social impact.

VIDEO

Hear our Portfolio Manager

Can impact investing tackle ESG fractures?

STRATEGY SPOTLIGHT

T. Rowe Price Strategy Focus on Global Impact Equity 

Strategy Summary


Q&A

Meet the Manager

Q&A with Hari Balkrishna, Portfolio Manager on why he believes the market is ready for investors seeking to make a more active and conscious choice to favor companies that can deliver positive environmental and social impact.

General Portfolio Risks

Capital risk - the value of your investment will vary and is not guaranteed. It will be affected by changes in the exchange rate between the base currency of the portfolio and the currency in which you subscribed, if different. ESG and Sustainability risk - May result in a material negative impact on the value of an investment and performance of the portfolio. Equity risk – in general, equities involve higher risks than bonds or money market instruments. Geographic concentration risk – to the extent that a portfolio invests a large portion of its assets in a particular geographic area, its performance will be more strongly affected by events within that area. Hedging risk – a portfolio's attempts to reduce or eliminate certain risks through hedging may not work as intended. Investment portfolio risk – investing in portfolios involves certain risks an investor would not face if investing in markets directly. Management risk – the investment manager or its designees may at times find their obligations to a portfolio to be in conflict with their obligations to other investment portfolios they manage (although in such cases, all portfolios will be dealt with equitably). Operational risk – operational failures could lead to disruptions of portfolio operations or financial losses.


Driving Impact Investing Forward

Roundtable discussion with Hari Balkrishna, Portfolio Manager, Global Impact Equity and Matt Lawton, Portfolio Manager, Global Impact Credit on areas they are focused on to drive impact investing forward.

Global Impact Equity Strategy Annual Report

Our second Global Impact Equity Strategy annual report articulates our impact journey and the decisions we have taken in the context of our core investment principles. Specifically, it aims to share with you the impact that those decisions have made on our environment and society.

In the report we estimate some short-term outcomes, as well as long-term impact delivered by a sample of companies we invest in. We demonstrate how we seek to deliver impact in more ways than simply owning companies whose business activities lead to positive social and environmental outcome.


Global Impact Equity Report Introductory Video

Find out more about our second Global Impact Equity impact annual report.

Case Study Video Series 

Badger Meter

Hari Balkrishna, Portfolio Manager, Global Impact Equity discusses Badger Meter from the Impact Sub-pillar Promoting Healthy Ecosystems.

Trane Technologies

Hari Balkrishna, Portfolio Manager, Global Impact Equity discusses Trane Technologies from the Impact Sub-pillar Reducing Greenhouse Gases.

Evotec

Hari Balkrishna, Portfolio Manager, Global Impact Equity discusses Evotec from the Impact Sub-pillar Improving Health.

Nu Holdings

Hari Balkrishna, Portfolio Manager, Global Impact Equity discusses Nu Holdings from the Impact Sub-pillar Enabling Social Equity.

Latest Insights

July 2023 / INVESTMENT INSIGHTS

How Impact Investing Can Help Address ESG Scepticism

How Impact Investing Can Help Address ESG Scepticism

How Impact Investing Can Help Address ESG...

Using measurement and engagement to tackle ESG fractures head-on

By Hari Balkrishna

Hari Balkrishna Portfolio Manager, Global Impact Equity Strategy

February 2023 / INVESTMENT INSIGHTS

Impact Investing: Why It Matters Now More Than Ever

Impact Investing: Why It Matters Now More Than Ever

Impact Investing: Why It Matters Now More...

Equity markets are vital for driving environmental and social change.

By Hari Balkrishna

Hari Balkrishna Portfolio Manager, Global Impact Equity Strategy

February 2023 / INVESTMENT INSIGHTS

What Makes an “Impact” Investment Manager?

What Makes an “Impact” Investment Manager?

What Makes an “Impact” Investment Manager?

Understanding the required foundation to build, manage, and measure an impact portfolio

By Hari Balkrishna

Hari Balkrishna Portfolio Manager, Global Impact Equity Strategy

How we view impact investing

Our thinking on ESG