Download

Audience for the document: Share Class: Language of the document:

Download

Share Class: Language of the document:

Change Details

If you need to change your email address please contact us.
Subscriptions
OK
You are ready to start subscribing.
Get started by going to our products or insights section to follow what you're interested in.

Products Insights

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

Other Literature

You have successfully subscribed.

Notify me by email when
regular data and commentary is available
exceptional commentary is available
new articles become available

Thank you for your continued interest

Please enter valid search characters

Equity Insights

Access insights from our investment team as they go beyond the numbers to uncover new opportunities around the globe.

Click to read More Than Just a Rotation

10 September 2021 / U.S. EQUITIES

A Disciplined Investment Approach in Pursuit...

A Disciplined Investment Approach in Pursuit of Compounding

A Disciplined Investment Approach in Pursuit of Compounding

Avoid complacency when seeking to buy and hold durable growers.

By Larry J. Puglia & Paul Greene II

By Larry J. Puglia & Paul Greene II

10 September 2021 / GLOBAL EQUITIES

The Cycle—Where Are We? Implications for...

The Cycle—Where Are We? Implications for Global Equity Investors

The Cycle—Where Are We? Implications for Global Equity Investors

Complex environments need active management to help steer portfolios in the right...

By David J. Eiswert

David J. Eiswert Portfolio Manager

29 July 2021 / U.S. EQUITIES

Sector Insights: The Potential Recovery of...

Sector Insights: The Potential Recovery of U.S. Bank Stocks Enters a Second...

Sector Insights: The Potential Recovery of...

By Vincent DeAugustino

Vincent DeAugustino Investment Analyst

22 July 2021 / U.S. EQUITIES

Growth Stocks Unlikely to Be Troubled by...

Growth Stocks Unlikely to Be Troubled by Short-Term Inflation Spike

Growth Stocks Unlikely to Be Troubled by...

A sharp rise in U.S. inflation is not expected to last.

By Taymour Tamaddon

Taymour Tamaddon Portfolio Manager, US Large Cap Growth Equity Strategy

30 June 2021 / GLOBAL EQUITIES

Complex Market Calls for Active Stock Picking

Complex Market Calls for Active Stock Picking

Complex Market Calls for Active Stock Picking

By Scott Berg

Scott Berg Portfolio Manager, Global Growth Equity Strategy

10 June 2021 / U.S. EQUITIES

Seeking Value Stocks on the Right Side of...

Seeking Value Stocks on the Right Side of Change

Seeking Value Stocks on the Right Side of...

Accelerating disruption creates potential opportunities for value investors.

By Mark S. Finn

Mark S. Finn Portfolio Manager

For More Powerful Insights

Unlocking Deeper Opportunities in Emerging Markets

Expanding Opportunities in China

16 August 2021 / U.S. EQUITIES

Seeking Growth Stories That Can Be Stronger...

Seeking Growth Stories That Can Be Stronger for Longer

Seeking Growth Stories That Can Be Stronger...

Understanding innovation and disruption could create opportunities.

By Joseph Fath

Joseph Fath Portfolio Manager for the US Growth Stock Strategy

10 August 2021 / VIDEO

Global Equities: Moving Beyond the In-Between...

Global Equities: Moving Beyond the In-Between – Video Series

Global Equities: Moving Beyond the In-Between – Video Series

By David J. Eiswert

David J. Eiswert Portfolio Manager

15 July 2021 / GLOBAL EQUITIES

Why This "Value" Recovery May Have Only Just...

Why This "Value" Recovery May Have Only Just Begun

Why This "Value" Recovery May Have Only Just...

Economic recovery and earnings momentum set to sustain the rotation back to value.

By Sebastien Mallet

Sebastien Mallet Portfolio Manager, Global Value Equity Strategy

21 June 2021 / GLOBAL EQUITIES

What Makes an "Impact" Investment Manager?

What Makes an "Impact" Investment Manager?

What Makes an "Impact" Investment Manager?

Understanding the required foundation to build, manage, and measure an impact portfolio.

By Harishankar Balkrishna

Harishankar Balkrishna Portfolio Manager