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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 in 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 aims to identify companies on the right side of change with the potential to deliver 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 one or more of the UN Sustainable Development Goals, aiming to direct capital toward specific impact outcomes
- We integrate ESG factors into our investment analysis and base each investment decision on a material and measurable positive impact thesis under one of the three proprietary pillars: Climate and Resource Impact, Social Equity and Quality of Life, Sustainable Innovation and Productivity.
Forward-looking and Resilient
- We apply a forward-looking mindset and a perspective on change, in order to seek positive social and environmental 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 Engagement
- 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 long-term capital appreciation and seeking to have positive environmental or social impact
VIDEO
Hear our Portfolio Manager
Hari Balkrishna talks about impact investing and what it means to him.
IMPACT STATEMENT
T. Rowe Price Global Impact Equity Strategy
Strategy Spotlight
T. Rowe Price Strategy Focus on Global Impact Equity
Strategy Summary
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 BEYOND THE OBVIOUS
Global Impact Equity Annual Report
Impact Equity Case Studies
Badger Meter
Hari Balkrishna, Portfolio Manager, Global Impact Equity discusses Badger Meter from the Impact Sub-pillar Promoting Healthy Ecosystems.
Trane Technologies
Hari Balkrishna, Portfolio Manager, Global Impact Equity discusses Trane Technologies from the Impact Sub-pillar Reducing Greenhouse Gases.
Nu Holdings
Hari Balkrishna, Portfolio Manager, Global Impact Equity discusses Nu Holdings from the Impact Sub-pillar Enabling Social Equity.
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 talks about Fixed Income impact investing and the opportunities in this asset class.
Q&A
Meet the manager
Q&A with Matt Lawton, Portfolio Manager on his professional and personal motivations in managing an impact credit strategy.
ARTICLE
Impact Investing in Credit: Debunking Four Common Misconceptions
We attempt to debunk four popular myths about impact investing, as well as showing how T. Rowe Price’s Global Impact Credit Strategy addresses them.
ANNUAL REPORT
Global Impact Credit Strategy Annual Report
Our inaugural 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.
IMPACT STATEMENT
T. Rowe Price Global Impact Credit Strategy
Impact Credit Case Studies
The World Bank Amazon Reforestation-Linked Outcome Bond
A discussion with Ellen O’Doherty, Analyst, Impact Credit on a pioneering outcomes-based transaction.
Wildlife Conservation Bond – the “Rhino Bond”
Matt Lawton, Portfolio Manager, Global Impact Credit discusses Wildlife Conservation Bond – the “Rhino Bond” from the Impact Sub-pillar Promoting Healthy Ecosystems.
CaixaBank
Matt Lawton, Portfolio Manager, Global Impact Credit discusses CaixaBank from the Impact Sub-pillar Enabling Social Equity.
Rady Children's Hospital
Matt Lawton, Portfolio Manager, Global Impact Credit Discusses Rady Children's Hospital from the Impact Sub-pillar Improving Health.
NXP Semiconductors
Matt Lawton, Portfolio Manager, Global Impact Credit discusses NXP Semiconductors from the Impact Sub-pillar Sustainable Technology.
Latest Insights
T. Rowe Price Global Impact Equity Fund
I Class
Dual mandate portfolio which seeks both long-term capital appreciation as well as seeking to have a positive impact on the environment and society by investing in companies whose current or future business activities are expected to generate a material and measurable positive impact under one of the following three impact pillars ("Impact Pillars"):
- Climate and resources impact;
- Social equity and quality of life; and
- Sustainable innovation and productivity.
*The Management Fee for the T. Rowe Price Global Impact Equity Fund - I Class is 0.85% p.a. and the Indirect Cost is 0.00% p.a. Full details of other fees and charges are available within the Fund's Product Disclosure Statement and Reference Guide.
INCEPTION DATE
29 March 2021
BASE CURRENCY
AUD
MANAGEMENT FEES & COSTS*
0.85% p.a.
APIR CODE
ETL6342AU
BENCHMARK
MSCI All Country World ex Australia Index (net of withholding tax)
*The Management Fee for the T. Rowe Price Global Impact Equity Fund - I Class is 0.85% p.a. and the Indirect Cost is 0.00% p.a. Full details of other fees and charges are available within the Fund's Product Disclosure Statement and Reference Guide.
Past performance is not a reliable indicator of future performance.
View Important Research House Rating Information
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.
If you have questions or would like more information about T. Rowe Price, please contact us.
^The views and opinions expressed in the article are those of the Investment Professional at the time of the interview and are subject to change without notice. It is not intended to be securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. The article is used with permission from Forbes Australia.
T. Rowe Price Global Impact Equity Fund has been certified by the Responsible Investment Association Australasia according to the strict operational and disclosure practices required under the Responsible Investment Certification Program. See www.responsiblereturns.com.au for details. The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.
Important Information
Equity Trustees Limited (“Equity Trustees”) (ABN: 46 004 031 298, AFSL: 240975) is a subsidiary of EQT Holdings Limited (ABN: 22 607 797 615), a publicly listed company on the Australian Stock Exchange (ASX:EQT). Equity Trustees and T. Rowe Price Australia Limited ("TRPAU") (ABN: 13 620 668 895, AFSL: 503741) are, respectively, the responsible entity and investment manager of the T. Rowe Price Australian Unit Trusts. Available in Australia for Wholesale Clients only.
A Target Market Determination for each T. Rowe Price Australian Unit Trust (or class of units in a Trust) is available here (www.eqt.com.au/insto). It describes who the financial product is likely to be appropriate for (i.e. the target market), and any conditions around how the product can be distributed to investors. It also describes the events or circumstances where Equity Trustees Limited, the responsible entity of the T. Rowe Price Australian Unit Trusts may need to review the Target Market Determination for the financial product.
Past performance is not a reliable indicator of future performance. The price of any fund may go up or down. Investment involves risk including a possible loss to the principal amount invested. For general information purposes only, does not take into account the investment objectives, financial situation or needs of any particular investor. For further details, please refer to each fund's product disclosure statement and reference guide which are available from Equity Trustees (www.eqt.com.au/insto) or TRPAU (www.troweprice.com.au).
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