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Building on a solid foundation

Going beyond the numbers

Embracing multiple perspectives

Challenging conventional wisdom

Putting clients first

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Confidence is knowing that our investment approach stands the test of time.

T. Rowe Price established a local Canadian presence in 2007 with the opening of our Toronto office, enhancing the firm’s service capabilities for a growing list of Canadian clients. Our dedicated team continues to partner with a diverse and growing client base in Canada, providing a range of investment management solutions, including separate accounts, pooled funds, subadvisory and related services.

Today, with more than 15 years of experience serving institutional clients in Canada, we are an established industry leader with a reputation for intellectual rigour and integrity, with a high degree of stability.

We leverage these attributes to grow our capabilities across a full range of equity, fixed income, and multi-asset strategies across multiple capitalizations, sectors, styles, and regions. And we continuously invest in solutions and services that help our Canadian clients maximize the potential of their long-term investments.

So, how is the T. Rowe Price approach to identifying potential investments distinctive?  

We don’t stop at surface-level analysis. Instead, our investment professionals go out in the field to find the answers we need. They seek to uncover more opportunities for our clients and are constantly on the lookout—analyzing the markets and the companies within them. By meeting with executives and employees, they can ask the right questions to gain a better understanding of where a company stands today and where it could go in the future.

Our investment professionals leverage the firm’s size, resources, and rigorous proprietary research to go deeper. We combine our passion for understanding with experience. T. Rowe Price portfolio managers have invested in all kinds of markets, and they understand the geopolitical and economic factors that can affect your investments. With this combination of understanding and experience, we strive to carefully manage risk while maximizing value for our clients over longer time horizons.

The firm’s success follows from the success of our clients, and we strive to build long-term, mutually beneficial relationships—one mandate or retirement plan at a time.

Historically, this approach has helped us to better serve our clients through the fundamentals of good stock selection and a macro-level understanding of global markets and economies.

We look at opportunities from a number of perspectives in order to see the full potential, as well as any pitfalls, which others might miss.

This approach to active management involves constantly sharing views between experts from diverse disciplines, across geographic regions, and with portfolio managers. Macro-level views are also contrasted with information gathered on the ground. In fact, our equity and credit analysts often travel together to visit the management of jointly covered companies to share in each other’s insights and understanding.

Overall, we believe that our culture of collaboration enables us to administer robust risk management and generate long-term results for clients. 

Our experience shows that strong proprietary research is essential to value-added active management.

This “bottom-up” approach to active management forms the foundation for thousands of investment decisions every year. And it helps ensure that we remain on the right side of changes impacting our Canadian-based clients—whether related to disruptive technology or market forces.

By meeting management teams face-to-face, we seek to understand how a company’s specific market strategies and company dynamics fit into this larger landscape of change. In these meetings, we challenge our own preconceptions and those of the management team. This often results in penetrating dialogue with revealing insights.

Research is the lifeblood of our investment process, and as such, it is critical to our ability to construct equity, fixed income, and multi-asset strategies that instill confidence in our clients.  

Of all the principles upon which T. Rowe Price was founded, putting our clients first stands above all others.



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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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