Building on a solid foundation

Embracing multiple perspectives

Challenging conventional wisdom

Putting clients first

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

T. Rowe Price established its U.S. institutional business in 1951 with the introduction of our first segregated institutional account.

Twenty-three years later, in 1974, the firm led the way in the relatively new industry of company-sponsored defined contribution (DC) plans—with our first U.S. retirement accounts.

Today, with more than 70 years of experience serving institutional clients—and over 45 years in the DC business—we’re an established industry leader with a reputation for intellectual rigor, integrity, and a high degree of stability.

We leverage these attributes to grow our capabilities across a full range of equity, fixed income, and multi-asset strategies across multiple capitalizations, sectors, styles, and regions. And we continuously invest in solutions and services that help our U.S. clients maximize the potential of their long-term investments.

We manage assets on behalf of corporations, public retirement plans, foundations, endowments, financial intermediaries, and sovereign entities.

So, how and why is the T. Rowe Price approach to identifying potential investments so distinctive?

We look at opportunities from a number of perspectives in order to see the full potential, as well as any pitfalls, which others might miss.

This approach to active management involves constantly sharing views between experts from diverse disciplines, across geographic regions, and with portfolio managers. Macro-level views are also contrasted with information gathered on the ground. In fact, our equity and credit analysts often travel together to visit the management of jointly-covered companies to share in each other’s insights and understanding.

Overall, we believe that our culture of collaboration enables us to administer robust risk management and generate, long-term results for clients.

Our mission is to help our clients achieve their goals by being a premier active investment manager – across asset classes and around the globe. Our fundamental approach and long-term perspective on investment performance, combined with our deep global research capabilities, continue to set us apart. Successful long-term investing is not a commodity and not all investment managers are created equal.
- Rob Sharps, CEO and President

Our experience shows that strong proprietary research is essential to value-added active management.

This “bottom up” approach to active management forms the foundation for thousands of investment decisions every year. And it helps ensure that we remain on the right side of changes impacting our U.S.-based clients—whether related to disruptive technology or market forces.

By meeting management teams face-to-face, we seek to understand how a company’s specific market strategies and company dynamics fit into this larger landscape of change. In these meetings we challenge our own preconceptions and those of the management team. This often results in penetrating dialogue with revealing insights.

Research is the lifeblood of our investment process, and as such it is critical to our ability to construct equity, fixed income, and multi-asset strategies that instill confidence in our clients.

If you want to have an understanding of any business, it is important to know the background of the people who started it and directed its past and the hopes and ambitions of those planning its future.
- Thomas Rowe Price, Jr., Founder

Of all the principles upon which T. Rowe Price was founded, putting our clients first stands above all others.

The firm’s success follows from the success of our clients, and we strive to build long-term, mutually beneficial relationships—one mandate or retirement plan at a time.

Historically this approach has helped us to better serve our clients through the fundamentals of good stock selection and a macro-level understanding of global markets and economies.

I set up the firm because I believed that if I worked conscientiously for my clients and succeeded in doing a good job for them, my compensation would follow and be on a sounder and more enduring basis.
- Thomas Rowe Price, Jr., Founder


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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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