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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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Sustainable Investing

Environmental, Social, and Governance


Take a look at our thinking on ESG.

Environmental, Social, and Governance

ESG at T. Rowe Price

"Environmental, social, and governance (ESG) factors can impact the sustainability and long-term success of businesses. Identifying, analyzing, and integrating information about ESG risks and opportunities help enhance our ability to make better investment decisions and pursue better outcomes for our investors. We also believe that our clients should be able to invest in a way that aligns with their values on ESG issues."

Rob Sharps, President & CEO1

Our ESG Integration Approach

Environmental, Social, and Governance factors comprise a broad spectrum of considerations—positive and negative—that our investment analysts, supported by our ESG specialist teams, consider in the context of any company, industry, or region of the world. 

Companies Covered by Our Responsible Investing Indicator Models (RIIM)

15K
 

In-house ESG research tool2

Shareholder Resolutions

 

1098

Voted in 20213

Company Engagements

 

788

In 2021 on ESG

ESG Investing Annual Report

Sustainable Investing 

2021 ESG Investing Annual Report​

Our latest ESG Annual Report details our comprehensive ESG investment integration, company engagement, and proxy voting activities for 2021. We believe in sustainable investing with substance. 

 

Invest in Companies which make an impact

Impact Investing

We believe we can generate both compelling investment returns and social and environmental impacts for our investors.

Corporate ESG

Making an impact beyond our walls

At T. Rowe Price, we’re more than associates. We’re volunteers, donors, educators, grantmakers, and environmentalists. Guided by a core set of values, we’re committed to creating positive change in our communities and beyond.

Reporting on our efforts

We understand that results speak louder than words, and we are pleased to report on our progress.


Memberships & Associations

We have joined or led on various initiatives to bring investors together for purposes of advocacy and engagement.

PRI Event

We’re gold sponsors of the 2022 PRI in Person & Online Event.

Diversity, Equity, & Inclusion

Our differences bring us together.

At T. Rowe Price, the long-term success of our clients is made possible by the diversity of backgrounds, perspectives, talents, and experiences of our associates. We believe that our culture of collaboration enables us to identify opportunities others might overlook.

Global Workforce

 

44%

WOMEN

U.S. Workforce

 

29%

ETHNICALLY DIVERSE

Board

 

55%

DIVERSITY

Our leaders are committed to diversity and inclusion. It’s an integral
part of our core values as well as a long-term, strategic business priority.

Latest Insights

March 2022 / ENVIRONMENTAL, SOCIAL, AND GOVERNANCE

Assessing the ESG Implications of Russia’s Invasion of Ukraine

Assessing the ESG Implications of Russia’s Invasion of Ukraine

Assessing the ESG Implications of Russia’s...

Pressure to reduce dependence on Russian gas could expedite Europe’s energy transition.

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

March 2022 / FIXED INCOME

Meet Matthew Lawton

Meet Matthew Lawton

Meet Matthew Lawton

Portfolio Manager, Global Impact Credit Strategy

By Matthew Lawton

Matthew Lawton Portfolio Manager, Global Impact Credit Strategy

1Effective January 1, 2022.

2As of March 7th, 2022. RIIM analysis will be different
across advisers. T. Rowe Price Investment Management, Inc. (TRPIM) was established as a separately registered US investment adviser. TRPIM has a separate ESG team to that of  T. Rowe Price Associates, Inc. (TRPA). TRPA and TRPIM ESG teams are both dedicated to supporting investment decisions and leverage a similar approach, framework and philosophy. 

3As of December 31st, 2021.

4Launched in 2006, the UN Principles for Responsible Investment (UN PRI) are a set of voluntary best practice standards that asset owners and asset managers pledge to uphold in order to incorporate environmental, social, and governance (ESG) issues into their investment processes. 

Used with permission. PRI is not affiliated with T. Rowe Price. For reference, please refer to the PRI assessment methodology and the T. Rowe Price Transparency Report. Under the PRI’s transparency requirements, all signatories complete an annual self-assessment. A significant portion of this report must be publicly disclosed on the PRI’s web site.