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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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T. Rowe Price

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Equities

T. Rowe Price has over 80+ years of equity investment experience and has helped institutions pursue their equity investing goals since 1950. Our diverse capabilities and rigorous process have produced strong performance. We manage over USD $1,224 billion* in equity assets as of 31 March 2022.

Equity professionals 493
Equity experience 80+ YEARS

Fixed Income

Over the past five decades T. Rowe Price has built a substantial global presence in fixed income investing with over USD $286 billion* in assets as of 31 March 2022. Our diverse platform and capabilities, coupled with a rigorous investment process have delivered strong results over time.

Fixed income professionals 231
Fixed income experience 50+ YEARS

Multi-Asset

T. Rowe Price has over 30 years of experience creating effective cross asset class solutions. Our multi-asset expertise integrates the core strength of our firm - a collaborative investment culture with robust fundamental and quantitative capabilities - into solutions to meet client objectives.

Assets under management (USD) $456.4bn
Multi-asset experience 30+ YEARS
Insurance Asset Management | T. Rowe Price
Insurance

Global Investment Solutions

Discover our insurance capabilities and explore additional insights.
Sustainable Investing
ESG

Sustainable Investing

Explore our insights and learn more about our approach to ESG investing.
Defined Contribution Insights
INSIGHTS

Defined Contribution

Innovative and actionable insights to help Defined Contribution plans achieve improved retirement outcomes.

All data as of 31 March 2022, unless otherwise stated.

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

*Equity assets under management includes USD $363.7 billion within the Multi-Asset group. Fixed Income assets under management includes USD $114.1 billion managed for our Multi-Asset group.