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our investment process

We firmly believe the best way to navigate increasingly complex global equity markets is through active management that is rooted in proprietary research of companies, sectors, and countries.

 

Our Approach

  • An active investment management approach allows analysts and portfolio managers to deploy their knowledge and skills to capitalize on opportunties in all market environments.
  • Our proprietary research focuses on rigorous bottom-up stock analysis as the primary source of value creation.
  • Teamwork combines with distinct company, sector, and local market perspectives to identify diverse sources of alpha. Insights misunderstood by the market can lead to decisions that create long-term value for our clients.

Equity 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 carefuly evaluated based on risk appetite.

Collaboration

Our investment professionals collaborate across regions, industries and market capitalizations. What gives our research platforms extra dimension, is our critical extra dimension is our collaboration with T. Rowe Price's fixed income division. Investment professionals across the entire organization share insights, enabling us to evaluate companies from many angles and bring broader and deeper insights to our clients.

Equity Strategies*

NZD $1,174.4 billions in Equity AUM as of 31 December 2023

*List is not inclusive of all strategies available

Customized solution capabilities

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:

  • Optimization for Institutional Investor (US)
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  • Iterative Process
  • Separate analyses for U.S, Non-U.S, Developed, Global, and Emerging Market/Frontier
  • Optimization performed with and without client constraints
  • Tactically Managed Large Cap strategy (US)
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  • Allocation across value and growth sub-strategies
  • Leverages tactical views employed across asset allocation strategies
  • Integrates best thinking from security and style perspectives
resources section

Dedicated Teams Across Major Sectors and Markets

Teams

Talent

All data as of 31 December 2023, unless otherwise stated.

The combined equity assets under management of T. Rowe Price Associates, Inc. and its investment advisory affiliates.

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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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