Learn how our principles guide us in providing value to our clients and our communities.
We’re independent thinkers, united behind an active and rigorous approach, collaborating to identify market risks and opportunities that can give our clients sharper insights and an investment edge.
We meet regularly with the management teams of the companies we invest in: on-site visits, face-to-face and virtual discussions and attendance at industry and investment conferences. The results: deep relationships that can lead to timely, actionable insights and strong long-term returns for our clients.
With our time-tested investing approach and assets under management, we are one of the top 25 asset management firms in the world.2
Our portfolio managers have navigated tough markets, including the tech bubble, the global financial crisis and the coronavirus crisis. That time-tested experience stays with the firm: 57% of our current managers worked in investment roles at T. Rowe Price during the global financial crisis.
We’re committed to our clients’ success. That’s why we maintain a long-term view as we aim to deliver consistently strong performance for investors in up and down markets.
With a principled commitment to client success, we aim for strong long-term investment results, through any market environment. So, you can feel more confident about reaching your most important goals.
From the moment we began, our clients came first. When he founded the company in 1937, Thomas Rowe Price, Jr., resolved that integrity would be the firm’s guiding principle.
Our portfolio managers average 23 years in the industry, with a 97% retention rate. Clients can rely on us for deep knowledge and experience.
We create deep partnerships. By understanding clients’ needs and delivering timely, actionable insights and solutions, we help them navigate change and achieve better outcomes.
Our associates value the opportunity to partner with our communities and give back. Their efforts include: 28,700 associate hours volunteered globally, 368 associates serving on nonprofit boards, and USD 24.4 million donated to communties.
To meet the evolving needs of our clients, we create investment solutions and services in a way that’s forward-thinking and purposeful.
We’re looking ahead, anticipating the emerging needs of today’s investors.
The 2021 acquisition of Oak Hill Advisors, L.P. (OHA), accelerates our expansion into alternative credit markets. The move reflects our deliberate, thoughtful approach to advancing our capabilities to drive value for our clients.
We become an early provider of actively managed ETFs when we launched our first equity products in 2020. We continue to expand to meet our clients' needs, and now provide a suite across a range of equity and fixed income strategies.3
3 ETFs delivered under T. Rowe Price Investment Services, Inc., broker-dealer.
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.
We are among the target date investing pioneers. Our first set of target date solutions launches; two decades later, we continue to advance our offerings to remain a leader in the field.
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.
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 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.
Thomas Rowe Price, Jr., sets out to create an organization “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.
(All data as of 31 December 2022, unless otherwise noted. Firmwide assets under management include assets managed by T. Rowe Price Associates, Inc., and its investment advisory affiliates. All amounts shown in US dollars.)
¹Figure shown is as of March 31, 2025. Subject to adjustment.
²Top Asset Management Firms ranked by total AUM as of 31 March 2023, compiled by ADV Ratings (advratings.com/top-asset-management-firms)
Source: T. Rowe Price press release, April 2023.