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Investment Approach

  • Dual mandate simultaneously seeks both benchmark outperformance and positive environmental and social impact by investing in durable growing businesses with measurable impact criteria
  • Strategy is aligned to the UN Sustained Development Goals (UNSDGs), a globally recognized framework designed to end poverty, protect the planet, and ensure prosperity
  • Pursuing positive impact drives every investment decision, which we assess across three pillars:

          1) climate and resource impact; 

          2) social equity and quality of life;

          3) sustainable innovation and productivity

  • Strategy applies a high-conviction, impact-oriented approach designed to create a diversified portfolio to balance risk and opportunity

Portfolio Construction

  • Strategy uses a global opportunity set to look across all countries, sectors, and market capitalizations, while actively excluding non-impact areas of the global economy, to find stocks with clear impact and financial return markers.
  • Leverages integrated fundamental research and ESG resources to systematically and proactively evaluate the quality and long-term sustainability of investment candidates
  • Target number of holdings is between 55-85 stocks
  • Typical position sizes ranges from 0.5-5.0%
  • Strategy incorporates environmental and social impact criteria into its investment process, which carries risk. As such, it could perform differently from a strategy that relies solely on financial metrics. The strategy may also not succeed in generating a positive environmental and social impact.
  • Strategy invests overseas, including in emerging market countries, and its foreign holdings could be affected by declining foreign currencies or adverse political or economic events


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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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