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T. Rowe Price – Where Better Decisions Begin

At T. Rowe Price, we have one business – investments, and one purpose – to help our clients confidently achieve long-term financial success.

Founded in 1937, T. Rowe Price is built on the enduring philosophy of our founder – meeting the individual needs of discerning clients. For over 80 years and through changing investment and economic environments, the core principles, unique investment insights and active management that guide our business have remained the same – helping our clients to invest confidently and at the same time grow our reputation.

The Bighorn Sheep

Since the 1970s the Bighorn Sheep has been the symbol of T. Rowe Price. Why? Because it reflects the core aspects of our culture, values and investment philosophy. As an agile and surefooted climber its ability to navigate rough terrain echoes the way we follow a disciplined path through all market conditions – with the sharp vision and focus needed to provide more reliable investment returns.

At a Glance*

 

Our History

Founded in 1937 by Thomas Rowe Price Jr., the firm focused on building a reputation for the highest character and the soundest investment philosophy. This philosophy has continued as we have grown from the 1930’s to today.

In 1979 the firm partnered with Robert Fleming Holdings to open our first international office in London and began to expand globally. Since then, T. Rowe Price has expanded to Asia and Europe, and is now one of the largest investment firms in the world, managing USD 1.01tn* for clients in 49 countries.

 

Our Philosophy

Going Beyond the Numbers

Research informs our decision making and guides our culture of collaboration and diverse thinking.

Our global research platform is the engine behind our portfolios.  We have 302* specialist equity and fixed income research analysts based in 9 offices around the world, collaborating through joint analyst meetings and regularly sharing their research across asset classes and regions.

Our team provides a 360-degree view on all investments, delivering insights and best ideas to our portfolio managers. Going beyond the numbers to keep our investors on the right side of change.

Our Capabilities

As a global investment manager, we actively listen, anticipate, and develop investment strategies that align to the needs of our clients. For over 80 years this has directed the evolution of our investment capabilities across equity, fixed income and multi asset and led to a broad range of strategies across capitalisations, sectors, styles and regions. Each strategy is supported by our proprietary global research platform and experienced investment teams.

Equity Expertise

Established in 1937 and includes 371* Equity Professionals covering the following classes:

  • Asia-Pacific Equity (including Japanese Equity)
  • Emerging Markets Equit
  • European Equity
  • Global Equity
  • US Equity

Fixed Income Expertise

Established in 1971 and includes 216* Fixed Income Professionals covering the following asset classes:

  • Emerging Markets 
  • Fixed Income
  • European Fixed Income
  • Global Credit
  • Global Fixed Income
  • High Yield
  • US Fixed Income

Multi Asset

Established in 1990 and includes 77* multi-asset professionals covering a range of investment solutions including:

  • Durable alpha
  • Income solutions
  • Portfolio redesign
  • Retirement solutions
  • Volatility management
  • Wealth accumulation

Cornerstones of our Investment Approach

Since 1937, our investment approach has remained the same*.


 

 

Our Culture

From the beginning, having diverse perspectives has been a cornerstone of our approach at T. Rowe Price. It ensures we have the best talent available and a culture that leverages different backgrounds, perspectives and experiences to meet our clients' needs. We have always embraced a culture of diversity and collaboration, and we consider this indivisible from the firm’s mission to help clients succeed.

This same philosophy guides our community efforts. By helping to improve the quality of life for those around us, we believe our own lives will be enriched in the process. We are committed to making a positive social impact in our global communities, from financial education for children to local volunteering. In 2017 alone, the T. Rowe Price foundation provided US$10 million to non-profit organisations.

 

Important Information

*All figures as at 31 March 2020.

Firmwide AUM includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates. 

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GIPS® Information

T. Rowe Price ("TRP") claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS standards. T. Rowe Price has been independently verified for the twenty four-year period ended June 30, 2020, by KPMG LLP. The verification report is available upon request. A firm that claims compliance with the GIPS standards must establish policies and procedures for complying with all the applicable requirements of the GIPS standards. Verification provides assurance on whether the firm’s policies and procedures related to composite and pooled fund maintenance, as well as the calculation, presentation, and distribution of performance, have been designed in compliance with the GIPS standards and have been implemented on a firm-wide basis. Verification does not provide assurance on the accuracy of any specific performance report.

TRP is a U.S. investment management firm with various investment advisers registered with the U.S. Securities and Exchange Commission, the U.K. Financial Conduct Authority, and other regulatory bodies in various countries and holds itself out as such to potential clients for GIPS purposes. TRP further defines itself under GIPS as a discretionary investment manager providing services primarily to institutional clients with regard to various mandates, which include U.S, international, and global strategies but excluding the services of the Private Asset Management group.

A complete list and description of all of the Firm's composites and/or a presentation that adheres to the GIPS® standards are available upon request. Additional information regarding the firm's policies and procedures for calculating and reporting performance results is available upon request

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