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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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T. Rowe Price – Where Better Decisions Begin

At T. Rowe Price, our vision is to be a premier, global, diversified, active asset manager, delivering for our clients.

Founded during the Great Depression, T. Rowe Price is built on the enduring philosophy of our founder – meeting clients’ individual needs. For over 80 years and through changing investment and economic environments, the core principles that guide our business have remained the same.

At a Glance*



Our History

Founded in 1937 by Thomas Rowe Price Jr., the firm focused on building a reputation for the highest character and the soundest investment philosophy. This philosophy has continued as we have grown from the 1930’s to today.

In 1979 the firm partnered with Robert Fleming Holdings to open our first international office in London and began to expand globally. Since then, T. Rowe Price has expanded to Asia and Europe, and is now one of the largest investment firms in the world, managing CHF1,301.8 bn* for clients in 51 countries.



Our Philosophy

Going Beyond the Numbers

Research informs our decision making and guides our culture of collaboration and diverse thinking.

Our global research platform is the engine behind our portfolios.  We have 336* specialist equity and fixed income research analysts based in 9 offices around the world, collaborating through joint analyst meetings and regularly sharing their research across asset classes and regions.

Our team provides a 360-degree view on all investments, delivering insights and best ideas to our portfolio managers. Going beyond the numbers to keep our investors on the right side of change.

Cornerstones of our Investment Approach

Since 1937, our investment approach has remained the same*.

Our Culture

From the beginning, having diverse perspectives has been a cornerstone of our approach at T. Rowe Price. It ensures we have the best talent available and a culture that leverages different backgrounds, perspectives and experiences to meet our clients' needs. We have always embraced a culture of diversity and collaboration, and we consider this indivisible from the firm’s mission to help clients succeed.

This same philosophy guides our community efforts. By helping to improve the quality of life for those around us, we believe our own lives will be enriched in the process. We are committed to making a positive social impact in our global communities, from financial education for children to local volunteering. Since its inception in 1981, the T. Rowe Price foundation has provided US$143 million to non-profit organisations.




*All figures as at 31 December 2020. Firmwide AUM includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates. Assets under management are calculated in U.S. dollars and converted to pound sterling using an exchange rate determined by an independent third party.