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

Making the Benefit Connection Series

4 February 2021 / RETIREMENT INSIGHTS

Making the Benefit Connection

Making the Benefit Connection

Making the Benefit Connection

The importance of defined benefit plans in glide path evaluation.

By Multiple Authors

By Multiple Authors

31 May 2021 / RETIREMENT INSIGHTS

Mixed Benefits: Identifying a Single Glide...

Mixed Benefits: Identifying a Single Glide Path for All

Mixed Benefits: Identifying a Single Glide...

Closed and frozen defined benefit plans shape glide path design.

By Multiple Authors

By Multiple Authors

12 April 2021 / RETIREMENT INSIGHTS

How Do You Evaluate a Glide Path?

How Do You Evaluate a Glide Path?

How Do You Evaluate a Glide Path?

Glide path evaluation is not an easy task.

By Multiple Authors

By Multiple Authors

12 August 2021 / RETIREMENT INSIGHTS

Understanding the Substitution Effect

Understanding the Substitution Effect

Understanding the Substitution Effect

DB plans as a substitute for a richer DC benefit.

By Multiple Authors

By Multiple Authors