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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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2021 ESG Investing Annual Report


 

 

Our latest ESG Annual Report details our comprehensive ESG investment integration, company engagement, and proxy voting activities for 2021. The ESG landscape continues to evolve – from increasing disclosure regulation to international collaboration on tackling the most pressing issues facing the world today, such as climate change. The report takes a closer look at several key themes, including corporate political activity, the challenge of divergent ESG ratings, and the journey to net zero. It also explores the ins and outs of sustainable agriculture, the elimination of waste and pollution, and the transition to renewable energy – all as part of a wider shift to a more circular economy. 

Annual Report

Click below to read our full 2021 ESG Investing Annual Report​.

"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,  CEO and President, 

T. Rowe Price 

Case Study

ESG Integration in Action — Circular Economies

If global economies are to prosper and support increasing populations, the world must shift to a circular model. In this ESG Integration in Action white paper, we demonstrate how our in-house research and stewardship activities evaluate three principal themes of the circular economy—sustainable agriculture, plastics, and the energy transition.

ESG Spotlights Video Series

Sustainability in the Agriculture Sector ​

The vast majority of economic activities are built on a linear model. If global economies are to prosper and support population growth, the world must transition to a circular economy. ​​

The first episode of our Circular Economy Series discusses the crucial role that sustainable agriculture plays—including key areas of focus for investors.   ​

Plastics

The vast majority of economic activities are built on a linear model. If global economies are to prosper and support population growth, the world must transition to a circular economy. 

​​The second episode of our Circular Economy Series explores the problematic world of plastics pollution—and what some companies are doing to address the issue.  ​

The Energy Transition ​

The vast majority of economic activities are built on a linear model. If global economies are to prosper and support population growth, the world must transition to a circular economy. ​​

The third and final episode of our Circular Economy Series discusses the importance of the circular economy in relation to the energy transition. ​


Our thinking on ESG