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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7 November 2020 / U.S. ELECTION
Additional fiscal stimulus likely, tax hikes uncertain.
T. Rowe Price
T. Rowe Price
4 November 2020 / U.S. ELECTION
Amid uncertainty, we are identifying opportunities for clients.
19 October 2020 / BLOG
Sector is particularly sensitive to economic conditions.
Katie Elizabeth Deal
Katie Elizabeth Deal
9 July 2020 / U.S. Election
Rise in corporate and personal taxes to finance domestic programs.
11 May 2020 / U.S. Election
More steps needed to support small businesses and their employees.
19 March 2020 / U.S. Election
Significant changes are likely, but not fundamental overhaul.
3 February 2020 / U.S. Election
Agreement offers political points for both parties.
18 November 2020 / U.S. ELECTION
Divided government likely would produce moderate policies.
Katie Elizabeth Deal,
John D. Linehan
Mark J. Vaselkiv
November 2020 / U.S. ELECTION
Efforts to achieve environmental goals may be consequential.
17 September 2020 / U.S. Election
U.S. election could impact ailing municipal budgets
21 August 2020 / U.S. Election
Regulations would affect the energy sector and automotive industry.
18 June 2020 / U.S. Election
Tensions mount over key issues in wake of the pandemic.
17 April 2020 / U.S. Election
Democratic reforms likely delayed until crisis recedes.
24 February 2020 / U.S. Election
Temporary détente suggests tensions could escalate.