Impact Investing

Invest in companies which make an impact


We believe we can generate both compelling investment returns and social and environmental impacts for our investors.


Invest on the right side of societal and environmental change

Why should we consider impact investing? We are living in a time of environmental and societal change that is defining a generation. Therefore it is increasingly important to ensure our investments are aligned to changing expectations around sustainability and fairness. 

More and more investors are clearly inclined towards sustainability; but impact investing goes further. It identifies companies on the right side of change that are delivering environmental and social impact, as well as positive financial return.

As impact investors, we believe we have a unique opportunity to play a key role in helping deliver positive outcomes that the world is increasingly seeking — partnering with clients, investors, and business interests in the process. 

"Impact is about the present, but includes dimensions of change and persistence. Impact requires conscious action, skilled execution and the commitment of additionality."

Investing in Sustainable Solutions​

  • We align our investments with the UN Sustainable Development Goals, to direct capital toward specific impact outcomes
  • We incorporate ESG factors into our investment analysis and base each investment decision on a material and measurable positive impact thesis

Forward-looking and Resilient​

  • We apply a forward-looking mindset and a perspective on change, in order to seek positive impact and potential financial returns for our clients
  • We identify inefficiencies embedded in markets by combining our active and high conviction approach, with our traditional and responsible investment research capability 

Active Influence

  • We commit to using our scale and resources to promote and progress the impact agenda via active ownership and impact-oriented company engagement
  • We adopt an outcome-oriented approach to active ownership and report on progress regularly

How we view impact investing

Find out how we view impact investing as a way to drive environmental and societal change.

Spotlight on Global Impact Equity

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

Hari Balkrishna talks about impact investing and what it means to him.

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.


IMPACT STATEMENT

T. Rowe Price Global Impact Equity Strategy


IMPACT ANNUAL REPORT

Global Impact Equity Strategy: 2021 Annual Impact Report 

Our inaugural report that shares the impact of the decisions we have taken in the context of our core investment principles.

Spotlight on Global Impact Credit

Our Global Impact Credit Strategy aims to invest in companies that create positive and measurable impact whilst also seeking outperformance 

VIDEO

Hear our Portfolio Manager 

Matt Lawton introduces out inaugural annual impact report.

Q&A

Meet the manager 

Q&A with Matt Lawton, Portfolio Manager on his professional and personal motivations in managing an impact credit strategy. 


IMPACT CREDIT STRATEGY

T. Rowe Price Global Impact Credit Strategy


Impact Annual Report

Global Impact Credit Strategy: 2021 Annual Impact Report

Our inaugural report that articulates the decisions we have taken in the context of our core investment principles.


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.
 


Latest Insights

June 2021 / 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

April 2021 / 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

March 2021 / INVESTMENT INSIGHTS

T. Rowe Price Strategy Focus on Global Impact Equity

T. Rowe Price Strategy Focus on Global Impact Equity

T. Rowe Price Strategy Focus on Global Impact...

Read more about our Strategy Focus on Global Impact Equity

By Hari Balkrishna

Hari Balkrishna Portfolio Manager, Global Impact Equity Strategy

You are now leaving the T. Rowe Price website

T. Rowe Price is not responsible for the content of third party websites, including any performance data contained within them. Past performance cannot guarantee future results.