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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.

Meet the Manager

Q&A with David Rowlett, Portfolio Manager, on his professional and personal motivations in managing an impact equity strategy.

US Impact Equity Strategy Annual Report

Our first impact 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​.


US Impact Equity Report Introductory Video

Find out more about our first US Impact Equity impact annual report.

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      VIDEO

      Discussions on how direct engagement with company leadership can provide important insights

      Q&A with CEO of Sprouts Farmers Market

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          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.

          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.

          Latest Insights

          July 2023 / INVESTMENT INSIGHTS

          How Impact Investing Can Help Address ESG Scepticism

          How Impact Investing Can Help Address ESG Scepticism

          How Impact Investing Can Help Address ESG...

          Using measurement and engagement to tackle ESG fractures head-on

          By Hari Balkrishna

          Hari Balkrishna Portfolio Manager

          April 2023 / INVESTMENT INSIGHTS

          Fostering Change With Impact Investing

          Fostering Change With Impact Investing

          Fostering Change With Impact Investing

          Pursuing social and environmental impact alongside financial returns

          By Hari Balkrishna, Matt Lawton & David Rowlett

          By Hari Balkrishna, Matt Lawton & David Rowlett

          February 2023 / INVESTMENT INSIGHTS

          The Importance of Additionality in Impact Investing

          The Importance of Additionality in Impact Investing

          The Importance of Additionality in Impact...

          Additionality can accelerate and strengthen impact investing

          By Matt Lawton

          Matt Lawton Portfolio Manager

          How we view impact investing

          Our thinking on ESG