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DRIVING POSITIVE CHANGE

US Impact Equity Strategy


In 2022, T. Rowe Price launched its US Impact Equity Strategy targeting US companies that we believe have the potential to create positive social or environmental impacts and that appear to offer superior growth prospects and investment characteristics.

The size, breadth, global reach and technological and innovative leadership of US companies position them particularly well to help solve for some of the important environmental and social problems that exist today.



Our US Impact Equity Strategy invests sustainably with the aim of having a positive impact on the environment and society while seeking benchmark outperformance.

HEAR OUR PORTFOLIO MANAGER

Harnessing the Power of US Impact Investing to Drive Positive Change

David Rowlett, Portfolio Manager of the US Impact Equity Strategy shares how he sees significant potential to deliver attractive returns and positive measurable impact through thoughtful investment and engagement with US companies with global reach.

STRATEGY SPOTLIGHT

T. Rowe Price Strategy Focus on US Impact Equity

An actively managed strategy seeking to invest in US companies leveraging innovation and change.


VIDEO

Carrier: A Focus on Environmental and Social Impacts

Watch David Rowlett's interview with the CEO of Carrier Global Corporation

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.

How we view impact investing

Our thinking on ESG 

202310-3152760

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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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