Is knowing all the answers really that smart? Since our inception, we’ve been committed to asking the right questions and we remain steadfast in that today. Explore some of the moments that have shaped our history and purpose—to help clients thrive in an evolving world.
Thomas Rowe Price, Jr., sets out to create an organisation “with a reputation for the highest character and the soundest investment philosophy.” Instead of charging clients commissions for investments, we charged fees based on assets—an approach that ensured the clients’ interests came first.
We start one of the first US growth stock funds, stemming from our founder’s early emphasis on finding companies with strong, long-term earnings potential. The firm prepares to start serving institutional clients.
Pre-dating the Russell 2000 Index, T. Rowe Price packages its small-cap investing prowess for clients. The firm focuses on small, rapidly growing companies, supported by quantitative analysis.
We begin investing in emerging markets, more than 15 years before the launch of the MSCI Emerging Markets Index. Five years later, we launch our first dedicated emerging markets strategy in 1990.
Our Technology Development Center (TDC) in New York City opens, attracting world-class talent with expertise in big data, machine learning and predictive analytics, dedicated to bringing data-driven insights to our investment professionals.
The firm establishes T. Rowe Price Investment Management, Inc. Total assets under management surpass $1 trillion.
We’re looking ahead, anticipating the evolving needs of clients, while always aiming to deliver consistently strong performance to help them achieve their long-term goals.
Asking the right questions to the right people can help unearth potential that others may miss. High quality data and analysis are invaluable for identifying oppotunities.
A simple observation on a runway in Belgrade. And a T. Rowe Price analyst’s instinct to dig deeper. Learn how it can help our clients get ahead.
Our early position in AI—and AI integration in our business—is prompted from an unexpected conversation with a tech CEO. View our informed insights on generative AI and opportunities we see for investors.
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We have over 525 investment professionals who go out in the field to uncover opportunities. They study them firsthand, asking the right questions. Then use these insights to make investing decisions you can feel confident in.
Total investment professionals around the world
The average tenure of our portfolio managers
Investee meetings hosted annually
T. Rowe Price equity and fixed income strategies delivered higher average annualised returns than their benchmarks over time. And they showed better results in the vast majority of rolling monthly periods over a 20-year span.
Put simply, our strategies delivered more return, more often. That's the T. Rowe Price difference.
Ten-year periods, rolling monthly, over the last 20 years ended 31/12/23.
Past performance is not an indicator of future performance.
Analysis by T. Rowe Price. Represents a comparison of all marketable institutional equity and fixed income composites compared to the official composite primary benchmark assigned to each. Excludes money market, asset allocation and index/passive composites. In order to avoid double-counting in the analysis, specialized composites viewed as substantially similar to strategies already included (e.g. constrained strategies, ex-single country excluded strategies, etc.) are also excluded. Composite net returns are calculated using the highest applicable separate account fee schedule for institutional clients. All figures in USD. The performance of each T. Rowe Price composite was compared against its official composite primary benchmark using 10-year rolling monthly periods from 1/1/04 to 31/12/23.
For further information or to arrange a meeting please contact the Relationship Management Team.
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