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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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Insurance Asset Management

Global Investment Solutions


Global Capabilities

Leveraging proprietary fundamental research platforms, the lifeblood of T. Rowe Price

Customized Framework

Managing insurance portfolios across the spectrum ranging from book yield focus to total return strategies  

Consultative Approach

Providing insurers with solutions based on specific client objectives, constraints, and risk tolerance 

Enhanced Reporting

Delivering insightful and data-driven analysis, powered by Clearwater Analytics

 

OVERVIEW

Serving insurers since 1985

T. Rowe Price is highly committed to excellence in service and guidance and to always putting client interests first. 

We understand that insurers have many unique considerations impacting portfolio design, and we are proud to partner with many of the largest insurers in the world to deliver diverse and custom solutions to meet those needs.

Custom Solutions Framework

We understand that no two insurance clients are the same. Partner with us to build solutions designed to meet your goals. 

Engagement

  • Custom investment solutions
  • Strategic asset allocation
  • Asset liability management
  • Risk management
  • Regulatory insights

     

Analysis

  • Book yield evolution
  • Stress testing
  • Portfolio optimization across different objectives
  • Peer analysis


     

Portfolio Design

  • Capital-efficient strategies
  • Flexible portfolio guidelines with experience across quality and duration spectrum
  • Risk- and tax-focused portfolio asset management

Thought Leadership

  • Tail risk and volatility mitigation
  • Asset allocation views
  • Income solutions



     

Video Spotlight

 



Compared to High Yield, we think of the Bank Loan as much more of a defensive way to play the same sub-investment grade opportunity set.

Portfolio Manager Paul Massaro breaks it down in this recent podcast, in addition to explaning what separates our insurance mandates from the rest.

 


As our world evolves, societal, governmental, regulatory, and fiduciary pressures are driving change on a range of environmental and social fronts. As companies respond and increasingly shift investment to address global pressure points, the opportunity to invest in a business that creates a positive impact on society and the planet is broader than it has ever been in public debt markets.

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

 


When T. Rowe Price founded our Fixed Income Division in 1971, the world was a very different place. Over the years, we have navigated multiple market crises and followed new asset classes as they grew from infancy.

When we talk about T. Rowe Price’s “deep expertise,” we’re referring to that institutional memory and the sound judgment born of long experience. Discover the evolution of our asset classes and the lessons learned over the past 50 years that make us who we are today.

 



“You can't just rely on history and the trends you've seen.”

Arif Husain, head of International Fixed Income and CIO, advises investors to expect volatility in 2022. Listen to hear the top three things he recommends focusing on in order to prepare and remain opportunistic.

Explore Our Insights

Markets are at a crossroads. Read our insights to find your balance. 

Environmental, Social, and Governance

Our approach to ESG comprises 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.

ESG Annual Report

Explore our latest ESG Annual Report which details our
comprehensive ESG investing integration, and proxy voting activities for 2021. 

Dedicated Insurance Team

Our relationship managers act as an extension of your team and serve as a conduit to the entire T. Rowe Price operating model and experienced team of analytical specialists, actuaries, and CFA charterholders.

Senior Relationship Manager

Benjamin Riley, CFA

Years of industry experience
24


Years at
T. Rowe Price
20

Senior Relationship Manager

Brian Rapino

Years of industry experience
22


Years at
T. Rowe Price
2

Relationship Management Associate

Elizabeth Shue

Years of industry experience
10


Years at
T. Rowe Price
10

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