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T. Rowe Price – Where Better Decisions Begin

At T. Rowe Price, we have one business – investments, and one purpose – to help our clients confidently achieve long-term financial success.

Founded in 1937, T. Rowe Price is built on the enduring philosophy of our founder – meeting the individual needs of discerning clients. For over 85 years and through changing investment and economic environments, the core principles, unique investment insights and active management that guide our business have remained the same – helping our clients to invest confidently and at the same time grow our reputation.

The Bighorn Sheep

Since the 1970s the Bighorn Sheep has been the symbol of T. Rowe Price. Why? Because it reflects the core aspects of our culture, values and investment philosophy. As an agile and surefooted climber its ability to navigate rough terrain echoes the way we follow a disciplined path through all market conditions – with the sharp vision and focus needed to provide more reliable investment returns.

Our APAC story

In 1979 the firm partnered with Robert Fleming Holdings to open our first international office in London and began to expand globally. Since then, T. Rowe Price has expanded to Asia and Europe, and is now one of the largest investment firms in the world.

T. Rowe Price first established its presence in the Asia-Pac region in 1982 with the opening of our Tokyo office.

We have since shown our long-term commitment to the region and to our Asia-Pac business partners by carefully expanding our locally based research capabilities and investment offering, with teams on the ground in Tokyo, Hong Kong, Singapore, and Sydney.

Asia-Pac is a highly diversified marketplace. It includes developing and emerging markets that are ‘opening up’ to global influences and where the spending power of Asia’s middle classes continues to grow. It is also home to fully mature markets, where companies often rely on offshore earnings, and where successful investing depends on understanding how global markets interact.

We believe that a thorough understanding of these opportunities can provide the insights to maximize the potential of long-term investments.

Our Philosophy

Our Investing Approach

At T. Rowe Price, we use an active management approach we call strategic investing. It’s driven by independent thinking and rigorous research, so our clients can be confident that we’ll strive to select the right investments as we help them reach their goals.

Strategic investing means that we don’t stop at surface-level analysis. Our global research platform is the engine behind our portfolios.  We have specialist equity and fixed income research analysts around the world, collaborating through joint analyst meetings and regularly sharing their research across asset classes and regions.

Our team provides a 360-degree view on all investments, delivering insights and best ideas to our portfolio managers. Going beyond the numbers to keep our investors on the right side of change.

 

Strategic investing has guided us since 1937





Our Capabilities

As a global investment manager, we actively listen, anticipate, and develop investment strategies that align to the needs of our clients. For over 85 years this has directed the evolution of our investment capabilities across equity, fixed income and multi asset and led to a broad range of strategies across capitalisations, sectors, styles and regions. Each strategy is supported by our proprietary global research platform and experienced investment teams.

Find out more

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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 27-year period ended June 30, 2023, 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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