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DRIVING POSITIVE CHANGE

US Impact Equity Strategy


In 2022, T. Rowe Price launched its US Impact Equity Strategy targeting US companies that we believe have the potential to create positive social or environmental impacts and that appear to offer superior growth prospects and investment characteristics.

The size, breadth, global reach and technological and innovative leadership of US companies position them particularly well to help solve for some of the important environmental and social problems that exist today.

 

Our US Impact Equity Strategy invests sustainably with the aim of having a positive impact on the environment and society while seeking benchmark outperformance.

Meet the Manager

Q&A with David Rowlett, Portfolio Manager, on his professional and personal motivations in managing an impact equity strategy.


Square Mile 3D Investing Silver rating applies to T. Rowe Price US Impact Equity as at March 2025. View the fund profile

US Impact Equity Strategy Annual Report

Our first impact annual report articulates 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​.


US Impact Equity Report Introductory Video

Find out more about our first US Impact Equity impact annual report.

VIDEO

Discussions on how direct engagement with company leadership can provide important insights

Q&A with CEO of Sprouts Farmers Market

HEAR OUR PORTFOLIO MANAGER

Harnessing the Power of US Impact Investing to Drive Positive Change

David Rowlett, Portfolio Manager of the US Impact Equity Strategy shares how he sees significant potential to deliver attractive returns and positive measurable impact through thoughtful investment and engagement with US companies with global reach.

STRATEGY SPOTLIGHT

T. Rowe Price Strategy Focus on US Impact Equity

An actively managed strategy seeking to invest in US companies leveraging innovation and change.

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

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

April 2023 / INVESTMENT INSIGHTS

Fostering Change With Impact Investing

Fostering Change With Impact Investing

Fostering Change With Impact Investing

Pursuing social and environmental impact alongside financial returns

By Hari Balkrishna, Matt Lawton & David Rowlett

By Hari Balkrishna, Matt Lawton & David Rowlett

February 2023 / INVESTMENT INSIGHTS

The Importance of Additionality in Impact Investing

The Importance of Additionality in Impact Investing

The Importance of Additionality in Impact...

Additionality can accelerate and strengthen impact investing

By Matt Lawton

Matt Lawton Portfolio Manager

How we view impact investing

Our thinking on ESG 

 

The Funds are sub-funds of the T. Rowe Price Funds SICAV, a Luxembourg investment company with variable capital which is registered with Commission de Surveillance du Secteur Financier and which qualifies as an undertaking for collective investment in transferable securities (“UCITS”). Full details of the objectives, investment policies and risks are located in the prospectus which is available with the key investor information documents in English and in an official language of the jurisdictions in which the Funds are registered for public sale, together with the articles of incorporation and the annual and semi annual reports (together “Fund Documents”). Any decision to invest should be made on the basis of the Fund Documents which are available free of charge from the local representative, local information/paying agent or from authorised distributors. They can also be found along with a summary of investor rights in English at www.troweprice.com. The Management Company reserves the right to terminate marketing arrangements.

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 written 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.

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