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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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Globally

Why today’s investors can still rely on our founding principles.

Since 1937, clients all over the world have remained confident in our collaborative culture and our dedication to proprietary research.

View Global Story
  • 1937 T. Rowe Price was founded
  • 17 Countries of operation
  • 477 Equity professionals
  • 236 Fixed Income professionals
  • 386 Research professionals
Data as of 30 September 2021

In USA

Confidence is knowing our investment approach stands the test of time.

Our investment approach is solidly rooted in teamwork, fundamental research, and taking a long-term perspective.

View Regional Story
  • 1950 U.S. mutual funds launched
  • 1951 Institutional accounts established
  • 1974 DC plan business established
  • 2002 Retirement funds launched
  • 50% AUM is Institutional business*
Data as of 30 September 2021
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*Over 50% of total firm asset under management is represented by Corporate, Public, Non-Profit, Taft-Hartley clients and Endowments/Foundations as of 30 September 2020. 

All data as of 30 September 2021, unless otherwise stated.

Firmwide AUM includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates.