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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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Environmental, Social and Governance

Take a look at our thinking on ESG

"Integrating ESG considerations into our fundamental research has helped the firm identify well-managed companies that are leaders in their industries, more forward-thinking, better at anticipating and mitigating risk, and focused on the long term."

-Bill Stromberg, CEO, T. Rowe Price

2020 ESG Annual Report

Click to read Annual Report Highlights

 

Impact Investing

ESG Annual Report 2020 – Introduction

Our ESG Integration Approach

This introductory video illustrates how we are integrating Environmental, Social and Governance factors into investment analysis and decision making.

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Countdown to COP 26

2020 ESG Annual Report

Insights Webinar 2020: How COVID has Accelerated the Sustainability Agenda

Maria Elena Drew, Director of Research, Responsible Investing, Donna Anderson, Head of Corporate Governance, and Hari Balkrishna, Associate Portfolio Manager discuss how a range of sustainable investing demands are set to be pulled forward by the dynamics of the coronavirus crisis.

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ESG Integration in Action

Case Studies
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March 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 Harishankar Balkrishna

Harishankar Balkrishna Portfolio Manager

April 2021 / ENVIRONMENTAL, SOCIAL, AND GOVERNANCE

Navigating a Landscape of Interlinked Crises

Navigating a Landscape of Interlinked Crises

Navigating a Landscape of Interlinked Crises

Opportunities presented by public policy in the Biden era

By Katie Elizabeth Deal

Katie Elizabeth Deal Investment Analyst

March 2021 / INVESTMENT INSIGHTS

For or Against? The Year in Shareholder Resolutions

For or Against? The Year in Shareholder Resolutions

For or Against? The Year in Shareholder Resolution...

With environmental and social proposals in the spotlight, case-by-case insights were...

By Donna Anderson

Donna Anderson Global Head of Corporate Governance

Policies & Key Information

 

*Launched in 2006, the Principles for Responsible Investment (PRI) are a set of voluntary best practice standards that asset owners and asset managers pledge to uphold in order to incorporate environmental, social, and governance (ESG) issues into their investment processes.

1. Used with permission. PRI is not affiliated with T. Rowe Price. For reference, please refer to the PRI assessment methodology and the T. Rowe Price Transparency Report.