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Long-Term Benefits Of The T. Rowe Price Strategic Investing Approach

T. Rowe Price
Opening Quote We believe strongly that a skilled strategic investing approach has the potential to add value for clients over longer-term time horizons Closing Quote
  • We believe that T. Rowe Price’s strategic investing approach, underpinned by the rigor of our independent research and the decision-making of our experienced portfolio managers, has created value for our clients over the longer term.
  • Research has shown that specific market environments are often associated with periods of relative underperformance and outperformance. Research also indicates that some specific manager characteristics may contribute to long-term success.
  • We reviewed the performance of 18 T. Rowe Price institutional diversified active U.S. equity strategies over the 20 years ending in 2017, or since inception in cases where the strategy had less than a full 20-year track record. We found that the vast majority of our strategies generated positive average excess returns, net of fees, over their benchmarks across multiple time periods.1
  • The likelihood that T. Rowe Price’s diversified U.S. equity strategies would outperform the relevant benchmarks typically increased as rolling time periods were extended.
  • We attribute our success to our efforts to go beyond the numbers and get ahead of change, which we believe leads to better decision-making and prudent risk management on behalf of our clients.

To learn more, download the full study here.


1 Given that the U.S. equity market is generally considered the world’s most efficient, transparent market, we believe it provides a strong test for management skill. Download the full report for additional information on the performance study methodology (see appendix, page 10).


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GIPS® Information

T. Rowe Price ("TRP") claims compliance with the Global Investment Performance Standards (GIPS®). TRP has been independently verified for the twenty one- year period ended June 30, 2017 by KPMG LLP. The verification report is available upon request. Verification assesses whether (1) the firm has complied with all the composite construction requirements of the GIPS standards on a firm-wide basis and (2) the firm's policies and procedures are designed to calculate and present performance in compliance with the GIPS standards. Verification does not ensure the accuracy of any specific composite presentation.

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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