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Impact Beyond the Obvious

Global Impact Equity Strategy


Our strategy has a dual mandate that aims to deliver both benchmark outperformance and positive environmental or social impact.

In 2020, T. Rowe Price committed to launching its first impact investment strategy. This followed several years of investment to build the firm’s capabilities in responsible investing and to meet our clients’ rapidly evolving needs with respect to integrating environmental, social, and governance (ESG) factors. ​

The Global Impact Equity Strategy was born through our desire to contribute in a positive way to the challenges our planet and society face today—challenges that require commitment and action. We believe impact investing is the most direct way we can influence and address these challenges—via conscious action, engagement, and skilled execution.​

VIDEO

Hear our Portfolio Manager

Can impact investing tackle ESG fractures?

STRATEGY SPOTLIGHT

T. Rowe Price Strategy Focus on Global Impact Equity 

Strategy Summary


Q&A

Meet the Manager

Q&A with Hari Balkrishna, Portfolio Manager on why he believes the market is ready for investors seeking to make a more active and conscious choice to favor companies that can deliver positive environmental and social impact.

General Portfolio Risks

Capital risk - the value of your investment will vary and is not guaranteed. It will be affected by changes in the exchange rate between the base currency of the portfolio and the currency in which you subscribed, if different. ESG and Sustainability risk - May result in a material negative impact on the value of an investment and performance of the portfolio. Equity risk – in general, equities involve higher risks than bonds or money market instruments. Geographic concentration risk – to the extent that a portfolio invests a large portion of its assets in a particular geographic area, its performance will be more strongly affected by events within that area. Hedging risk – a portfolio's attempts to reduce or eliminate certain risks through hedging may not work as intended. Investment portfolio risk – investing in portfolios involves certain risks an investor would not face if investing in markets directly. Management risk – the investment manager or its designees may at times find their obligations to a portfolio to be in conflict with their obligations to other investment portfolios they manage (although in such cases, all portfolios will be dealt with equitably). Operational risk – operational failures could lead to disruptions of portfolio operations or financial losses.


Driving Impact Investing Forward

Roundtable discussion with Hari Balkrishna, Portfolio Manager, Global Impact Equity and Matt Lawton, Portfolio Manager, Global Impact Credit on areas they are focused on to drive impact investing forward.

Global Impact Equity Strategy – Annual Impact Report

Our second annual impact report articulates the decisions we have taken in the context of our core investment principles. Specifically, it aims to share with you the impact that those decisions have made on our environment and society​.

Video Introduction to the Annual Impact Report

Hear from Portfolio Manager Hari Balkrishna about our Global Impact Equity Strategy's annual impact report.

Case Studies

Badger Meter

Hari Balkrishna, Portfolio Manager, Global Impact Equity discusses Badger Meter from the Impact Sub-pillar Promoting Healthy Ecosystems.

Trane Technologies

Hari Balkrishna, Portfolio Manager, Global Impact Equity discusses Trane Technologies from the Impact Sub-pillar Reducing Greenhouse Gases.

Evotec

Hari Balkrishna, Portfolio Manager, Global Impact Equity discusses Evotec from the Impact Sub-pillar Improving Health.

Nu Holdings

Hari Balkrishna, Portfolio Manager, Global Impact Equity discusses Nu Holdings from the Impact Sub-pillar Enabling Social Equity.

How we view impact investing

Our thinking on ESG 

202310-3152673

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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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