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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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Impact Investing

Invest in companies which make an impact


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

Invest on the right side of societal and environmental change

Why should we consider impact investing? We are living in a time of environmental and societal change that is defining a generation. Therefore it is increasingly important to ensure our investments are aligned to changing expectations around sustainability and fairness. 

More and more investors are clearly inclined towards sustainability; but impact investing goes further. It identifies companies on the right side of change that are delivering environmental and social impact, as well as potential positive financial return.

As impact investors, we believe we have a unique opportunity to play a key role in helping deliver positive outcomes that the world is increasingly seeking — partnering with clients, investors, and business interests in the process. 

"Impact is about the present, but includes dimensions of change and persistence. Impact requires conscious action, skilled execution and the commitment of additionality."

Investing in Sustainable Solutions​

  • We align our investments with the UN Sustainable Development Goals, to direct capital toward specific impact outcomes
  • We incorporate ESG factors into our investment analysis and base each investment decision on a material and measurable positive impact thesis

Forward-looking and Resilient​

  • We apply a forward-looking mindset and a perspective on change, in order to seek positive impact and potential financial returns for our clients
  • We identify inefficiencies embedded in markets by combining our active and high conviction approach, with our traditional and responsible investment research capability

Active Influence
 

  • We commit to using our scale and resources to promote and progress the impact agenda via active ownership and impact-oriented company engagement
  • We adopt an outcome-oriented approach to active ownership and report on progress regularly

How We View Impact Investing

Find out how we view impact investing as a way to drive environmental and societal change.

Spotlight on Global Impact Equity

Our Global Impact Equity Strategy has a dual mandate that aims to deliver both benchmark outperformance and positive environmental or social impact.

Hari Balkrishna talks about impact investing and what it means to him. 

Impact Investing: investing in an era of change

Q&A with Hari Balkrishna, Portfolio Manager, on our approach to impact investing, and the opportunities and challenges that lie in this increasingly popular asset class.

T. Rowe Price Global Impact Equity Strategy

We believe impact investing is vital in positioning investors to own companies that are on the right side of societal and environmental change. It creates a real opportunity to select stocks we believe that will deliver a favorable impact profile and capture the added return potential that this can bring.

IMPACT ANNUAL REPORT

Global Impact Equity Strategy: 2021 Annual Report

Our inaugural report that shares the impact of the decisions we have taken
in the context of our core investment principles.

Spotlight on Global Impact Credit

Our Global Impact Credit Strategy aims to invest in companies that create positive and measurable impact whilst also seeking outperformance.

VIDEO

Hear our Portfolio Manager 

Matt Lawton talks about Fixed Income impact investing and the opportunities in this asset class.

Q&A

Meet the Manager 

Q&A with Matt Lawton, Portfolio Manager, on his professional and personal motivations in managing an impact credit strategy. 


IMPACT CREDIT STRATEGY

T. Rowe Price Global Impact Credit Strategy


CREDIT IMPACT ANNUAL REPORT

Global Impact Credit Strategy: 2021 Annual Report

Our inaugural Global Impact Credit Strategy annual 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.

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.