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overview
process and philosophy

We firmly believe the best way to navigate growing market complexity and the large array of fixed income securities and capital structures is through independent, fundamental research - of companies, sectors, countries and currencies.

Our Approach

  • An active management investment style means our fixed income analysts and portfolio managers have the latitude to deploy their knowledge and skills to create long-term value.
  • Our research marries top-down macroeconomic analysis with bottom-up security selection.
  • Teamwork and a highly collaborative culture ensure the best ideas are shared and thoroughly tested. We believe better insights lead to better decisions and potentially better results for our clients.

Risk Management

We believe that evaluating risk from multiple perspectives can improve client outcomes. We assess risk at every step in the investment process and at both the portfolio and position level. Investments are chosen considering clients' risk appetite.

Collaboration

Within our fixed income business, our specialists collaborate across regions, sectors and disciplines. But what gives our research platform a critical extra dimension is our collaboration with T. Rowe Price's substantial equities operation. Investment professionals across the entire organization share insights, enabling us to evaluate issuers from all angles and bring broader and deeper insights to our clients.

Investment Offerings

Fixed Income Strategies*

EUR €125.5 billion in Fixed Income AUM as of 31 March 2019

*List is not inclusive of all strategies available

Customized Investment Solutions

Our investment process offers flexibility to incorporate a wide range of strategy designs as well as customized benchmarks. Examples of customized solutions we have designed to address specific investment objectives include:

  • Unconstrained Global Bond strategy for Australian Intermediary Market
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  • Cash benchmark
  • Low correlation to equity markets
  • Rates and currency focus
  • Target Income strategy for UK Intermediary Market
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  • Monthly distributions
  • Emphasizes durability and consistency of income
  • Focus on capital preservation
  • Customized Regional Allocation strategy for U.S. Institutional Investor
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  • Diversify US-centric holdings
  • Developed and emerging markets exposure
  • Total return objective leveraging rates, spread and currency
Resources
Dedicated Teams Across Major Sectors and Markets

Teams

Talent

All data as of 31 March 2019, unless otherwise stated.

The total strategy assets includes assets managed by T. Rowe Price Associates, Inc. and its relevant investment advisory affiliates.

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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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