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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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Sustainable Investing

Environmental, Social, and Governance


Take a look at our thinking on ESG.

ESG at T. Rowe Price

"Environmental, social, and governance (ESG) factors can impact the sustainability and long-term success of businesses. Identifying, analyzing, and integrating information about ESG risks and opportunities help enhance our ability to make better investment decisions and pursue better outcomes for our investors. We also believe that our clients should be able to invest in a way that aligns with their values on ESG issues."

Rob Sharps, President & CEO1


Our ESG Integration Approach

Environmental, Social, and Governance factors comprise a broad spectrum of considerations—positive and negative—that our investment analysts, supported by our ESG specialist teams, consider in the context of any company, industry, or region of the world. 

Companies Covered by Our Responsible Investing Indicator Models (RIIM)

15K

In-house ESG research tool2

Company Engagements

 

788

In 2021 on ESG

Shareholder Resolutions

 

1098

Voted in 20213

Sustainable Investing 

2021 ESG Investing Annual Report​

Our latest ESG Annual Report details our comprehensive ESG investment integration, company engagement, and proxy voting activities for 2021. We believe in sustainable investing with substance. 

 

Invest in Companies which make an impact

Impact Investing

We believe we can generate both compelling investment returns and social and environmental impacts for our investors.

Corporate ESG

We understand that results speak louder than words, and we are pleased to report on our progress as a firm. Read our latest ESG Corporate Annual Report to find out where we are on the journey to meet our own environmental, social, and governance goals such as the reduction of greenhouse gas emissions and enhancing workforce diversity.

At T. Rowe Price, we’re more than associates. We’re volunteers, donors, educators, grantmakers, and environmentalists. Guided by a core set of values, we’re committed to creating positive change in our communities and beyond.

Net Zero
Asset Managers
initiative

We are proud to have joined the Net Zero Asset Managers initiative (NZAMi) to support the goal of net zero greenhouse gas emissions by 2050 or sooner.

We have joined or led on various initiatives to bring investors together for purposes of advocacy and engagement.

We were gold sponsors of the 2022 PRI In Person & Online Event and Maria Elena Drew, Director of Research for Responsible Investing, joined a panel titled ‘M&A, divestment and capital expenditure: should investors divest to align with climate commitments’. Click below to learn more about the event.

Diversity, Equity, & Inclusion

Our differences bring us together.

At T. Rowe Price, the long-term success of our clients is made possible by the diversity of backgrounds, perspectives, talents, and experiences of our associates. We believe that our culture of collaboration enables us to identify opportunities others might overlook.

Global Workforce

 

44%

WOMEN

U.S. Workforce

 

29%

ETHNICALLY DIVERSE

Board

 

55%

DIVERSITY

Our leaders are committed to diversity and inclusion. It’s an integral
part of our core values as well as a long-term, strategic business priority.

Our Approach to Proxy Voting

Proxy voting is a critical component of our approach to corporate governance. We offer our clients a high degree of transparency related to the votes we cast on their behalf.

2022 Proxy Voting Summary

T. Rowe Price Investment Management, Inc. (TRPIM)

T. Rowe Price Investment Management, Inc. (TRPIM) makes independent proxy voting decisions, as described in their proxy voting guidelines, from T. Rowe Price Associates, Inc. (TRPA) and its investment advisory affiliates.

Reports, Policies, & Key Information

1Effective January 1, 2022.

2As of March 7th, 2022. RIIM analysis will be different
across advisers. T. Rowe Price Investment Management, Inc. (TRPIM) was established as a separately registered US investment adviser. TRPIM has a separate ESG team to that of  T. Rowe Price Associates, Inc. (TRPA). TRPA and TRPIM ESG teams are both dedicated to supporting investment decisions and leverage a similar approach, framework and philosophy. 

3As of December 31st, 2021.

4Launched in 2006, the UN Principles for Responsible Investment (UN 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. 

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. Under the PRI’s transparency requirements, all signatories complete an annual self-assessment. A significant portion of this report must be publicly disclosed on the PRI’s web site.

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