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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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Our Actions and Views on Ukraine

Expert views and key themes impacting the markets and global economy

We are deeply saddened by the senseless acts of violence caused by the invasion of Ukraine and the devastating impact it has had on people across the region. The T. Rowe Price Foundation will donate US$500,000 to the United Nations Foundation to support organizations providing humanitarian assistance in the region.

We are in compliance with sanctions against Russia, including those issued by the United States, the United Kingdom, and the European Union and we will not be investing in entities that provide support to the Russian government for the foreseeable future. The firm is monitoring this situation closely, both to ensure we comply with evolving sanctions and to uphold our fiduciary responsibilities to our clients. We will continue to provide our clients with robust market commentary and perspectives to help them navigate through market volatility and learn more about how we are managing investment portfolios.

Russia-Ukraine Crisis Insights

March 2022 / INVESTMENT INSIGHTS

How We Are Navigating Upheaval in Energy Markets

How We Are Navigating Upheaval in Energy Markets

How We Are Navigating Upheaval in Energy...

Long-term fundamentals continue to guide our investment approach.

By Shinwoo Kim

Shinwoo Kim Portfolio Manager, Global Natural Resources Strategy

March 2022 / MARKET EVENTS

Understanding the Potential for Defaults in Russian Bonds

Understanding the Potential for Defaults in Russian Bonds

Understanding the Potential for Defaults...

The latest developments add to Russia’s negative economic outlook.

By Benjamin Robins

Benjamin Robins Emerging Markets Debt Portfolio Specialist

March 2022 / INVESTMENT INSIGHTS

Assessing the ESG Implications of Russia’s Invasion of Ukraine

Assessing the ESG Implications of Russia’s Invasion of Ukraine

Assessing the ESG Implications of Russia’s...

Pressure to reduce dependence on Russian gas could expedite Europe’s energy transition

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

March 2022 / MULTI-ASSET STRATEGY

Growth Likely to Remain Under Pressure

Growth Likely to Remain Under Pressure

Growth Likely to Remain Under Pressure

Growing economic uncertainty could mean a bumpy road ahead.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

March 2022 / STRATEGY SPOTLIGHT

Russia, Ukraine and Some Observations Amidst the Uncertainty

Russia, Ukraine and Some Observations Amidst the Uncertainty

Russia, Ukraine and Some Observations Amidst...

Our thoughts are with every individual impacted by the events unfolding in Ukraine.

By Laurence Taylor

Laurence Taylor Equity Portfolio Specialist

March 2022 / VIDEO

Russia-Ukraine Crisis – Investment Implications

Russia-Ukraine Crisis – Investment Implications

Russia-Ukraine Crisis – Investment Implications

Webinar Replay with Arif Husain, Head of International Fixed Income and CIO

By Multiple Authors

By Multiple Authors

Videos on the Crisis

 

 

Watch our video:

Russia-Ukraine Crisis - Investment Implications

with panelists Ulle Adamson, Peter Botoucharov, and Samy Muaddi, and moderator Arif Husain

 

 

Watch our video:

How We’re Positioned Against Heightened Market Risks

with Sébastien Page, Head of Global Multi-Asset and CIO

Want to know more? Get in touch.