Skip to content
Search

Impact Investing

Invest in companies which make an impact

We believe we can generate both compelling investment returns and social and environmental impacts for our investors.

TRP0047_Impact Investing Illustration_944x429 Home Page Tile_FIN@1x

Invest in societal and environmental change

Why should we consider impact investing? We are living in a time of environmental and societal change that is defining a generation. Therefore it is increasingly important to ensure our investments are aligned to changing expectations around sustainability and fairness. 

More and more investors are clearly inclined towards sustainability; but impact investing goes further. It aims to identify companies on the right side of change with the potential to deliver environmental and social impact, as well as positive financial return.

As impact investors, we believe we have a unique opportunity to play a key role in helping deliver positive outcomes that the world is increasingly seeking — partnering with clients, investors, and business interests in the process. 

"Impact is about the present, but includes dimensions of change and persistence. Impact requires conscious action, skilled execution and the commitment of additionality."

Investing in Sustainable Solutions​

  • We align our investments with one or more of the UN Sustainable Development Goals, aiming to direct capital toward specific impact outcomes
  • We integrate ESG factors into our investment analysis and base each investment decision on a material and measurable positive impact thesis under one of the three proprietary pillars: Climate and Resource Impact, Social Equity and Quality of Life, Sustainable Innovation and Productivity.

Forward-looking and Resilient​

  • We apply a forward-looking mindset and a perspective on change, in order to seek positive social and environmental impact and potential financial returns for our clients
  • We identify inefficiencies embedded in markets by combining our active and high conviction approach, with our traditional and responsible investment research capability

Active Engagement

  • We commit to using our scale and resources to promote and progress the impact agenda via active ownership and impact-oriented company engagement
  • We adopt an outcome-oriented approach to active ownership and report on progress regularly

How we view impact investing

Find out how we view impact investing as a way to drive environmental and societal change.

Video Player is loading.
Current Time 0:00
Duration 0:00
Loaded: 0%
Stream Type LIVE
Remaining Time 0:00
 
1x
    • Chapters
    • descriptions off, selected
    • captions off, selected

      Spotlight on Global Impact Equity

      Our Global Impact Equity Strategy has a dual mandate that aims to deliver both long-term capital appreciation and seeking to have positive environmental or social impact

      VIDEO

      Hear our Portfolio Manager

      Introducing the 2023 Global Impact Equity Strategy Annual Impact Report

      Video Player is loading.
      Current Time 0:00
      Duration 0:00
      Loaded: 0%
      Stream Type LIVE
      Remaining Time 0:00
       
      1x
        • Chapters
        • descriptions off, selected
        • captions off, selected

          IMPACT STATEMENT

          T. Rowe Price Global Impact Equity Strategy


          Strategy Spotlight

          T. Rowe Price Strategy Focus on Global Impact Equity

          Strategy Summary

          VIDEO

          Hear our Lead Portfolio Analyst

          Impact Investing: Looking Ahead

          Video Player is loading.
          Current Time 0:00
          Duration 0:00
          Loaded: 0%
          Stream Type LIVE
          Remaining Time 0:00
           
          1x
            • Chapters
            • descriptions off, selected
            • captions off, selected

              IMPACT BEYOND THE OBVIOUS

              Global Impact Equity Annual Report


              Q&A

              Meet the Manager

              Q&A with Hari Balkrishna, Portfolio Manager on why he believes the market is ready for investors seeking to make a more active and conscious choice to favor companies that can deliver positive environmental and social impact.

              Impact Equity Case Studies

              Badger Meter

              Hari Balkrishna, Portfolio Manager, Global Impact Equity discusses Badger Meter from the Impact Sub-pillar Promoting Healthy Ecosystems.

              Video Player is loading.
              Current Time 0:00
              Duration 0:00
              Loaded: 0%
              Stream Type LIVE
              Remaining Time 0:00
               
              1x
                • Chapters
                • descriptions off, selected
                • captions off, selected

                  Spotlight on Global Impact Credit

                  Our Global Impact Credit Strategy aims to invest in companies that create positive and measurable impact whilst also seeking outperformance 

                  VIDEO

                  Hear our Portfolio Manager

                  Matt Lawton talks about three years of Global Impact Credit and capturing impact in a volatile environment.

                  Video Player is loading.
                  Current Time 0:00
                  Duration 0:00
                  Loaded: 0%
                  Stream Type LIVE
                  Remaining Time 0:00
                   
                  1x
                    • Chapters
                    • descriptions off, selected
                    • captions off, selected

                      Introducing the 2023 Global Impact Credit Strategy Annual Impact Report

                      Video Player is loading.
                      Current Time 0:00
                      Duration 1:59
                      Loaded: 0%
                      Stream Type LIVE
                      Remaining Time 1:59
                       
                      1x
                        • Chapters
                        • descriptions off, selected
                        • captions off, selected
                        • en (Main), selected

                        Q&A

                        Meet the manager

                        Q&A with Matt Lawton, Portfolio Manager on his professional and personal motivations in managing an impact credit strategy. 


                        ARTICLE

                        Impact Investing in Credit: Debunking Four Common Misconceptions

                        We attempt to debunk four popular myths about impact investing, as well as showing how T. Rowe Price’s Global Impact Credit Strategy addresses them.


                        ANNUAL REPORT

                        Global Impact Credit Strategy Annual Report

                        Our inaugural 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​.


                        IMPACT STATEMENT

                        T. Rowe Price Global Impact Credit Strategy

                        Impact Credit Case Studies

                        The World Bank Amazon Reforestation-Linked Outcome Bond

                        A discussion with Ellen O’Doherty, Analyst, Impact Credit on a pioneering outcomes-based transaction.

                        Video Player is loading.
                        Current Time 0:00
                        Duration 2:04
                        Loaded: 0%
                        Stream Type LIVE
                        Remaining Time 2:04
                         
                        1x
                          • Chapters
                          • descriptions off, selected
                          • en (Main), selected

                          Latest Insights

                          July 2024 / EQUITY

                          Artificial intelligence, health care, and energy transition: Three area...

                          Artificial intelligence, health care, and energy transition: Three areas...

                          Artificial intelligence, health care, and...

                          How innovations in artificial intelligence, health care, and the energy transition...

                          By Hari Balkrishna

                          Hari Balkrishna Portfolio Manager, Global Impact Equity Strategy

                          July 2024 / Insights

                          Forbes Australia interview: RIP ESG? How impact investing can help save an industry in crisis^

                          Forbes Australia interview: RIP ESG? How impact investing can help save...

                          Forbes Australia interview: RIP ESG? How...

                          How impact investing is gaining recognition as a credible way for investors to back companies that deliver positive impact and financial returns.

                          April 2024 / GLOBAL EQUITIES

                          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, Matthew Lawton & David L. Rowlett

                          By Hari Balkrishna, Matthew Lawton & David L. Rowlett

                          April 2024 / GLOBAL EQUITIES

                          How Impact Investing Can Help Address ESG Skepticism

                          How Impact Investing Can Help Address ESG Skepticism

                          How Impact Investing Can Help Address ESG...

                          Using measurement and engagement to tackle ESG fractures head-on

                          By Hari Balkrishna

                          Hari Balkrishna Portfolio Manager, Global Impact Equity Strategy

                          T. Rowe Price Global Impact Equity Fund

                          I Class

                          Dual mandate portfolio which seeks both long-term capital growth as well as seeking to have a positive impact on the environment and society by investing in companies whose current or future business activities are expected to generate a positive impact under one of the following two impact pillars (“Impact Pillars”):

                          • Climate and resource impact; and
                          • Social equity and quality of life.

                          *The Management Fee for the T. Rowe Price Global Impact Equity Fund - I Class is 0.85% p.a. and the Indirect Cost is 0.00% p.a. Full details of other fees and charges are available within the Fund's Product Disclosure Statement and Reference Guide.

                          INCEPTION DATE

                          29 March 2021

                          BASE CURRENCY

                          AUD

                          MANAGEMENT FEES & COSTS*

                          0.85% p.a.

                          APIR CODE

                          ETL6342AU

                          BENCHMARK

                          MSCI All Country World ex Australia Index (net of withholding tax)

                          *The Management Fee for the T. Rowe Price Global Impact Equity Fund - I Class is 0.85% p.a. and the Indirect Cost is 0.00% p.a. Full details of other fees and charges are available within the Fund's Product Disclosure Statement and Reference Guide.

                          Past performance is not a reliable indicator of future performance.

                          View Important Research House Rating Information

                          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.

                          If you have questions or would like more information about T. Rowe Price, please contact us.

                          Important Information

                          Available in Australia for Wholesale Clients only. Not for further distribution.

                          Equity Trustees Limited (“Equity Trustees”) (ABN: 46 004 031 298, AFSL: 240975), is the Responsible Entity for the T. Rowe Price Australian Unit Trusts ("the Fund"). Equity Trustees is a subsidiary of EQT Holdings Limited (ABN: 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT).

                          This material has been prepared by T. Rowe Price Australia Limited ("TRPAU") (ABN: 13 620 668 895, AFSL: 503741) to provide you with general information only. In preparing this information, we did not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither TRPAU, Equity Trustees nor any of its related parties, their employees or directors, provide and warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it.

                          Past performance is not a reliable indicator of future performance. You should obtain a copy of the Product Disclosure Statement, which is available from Equity Trustees (www.eqt.com.au/insto) or TRPAU (www.troweprice.com.au), before making a decision about whether to invest in the Fund named in this material.

                          The Fund’s Target Market Determination is available here. It describes who this financial product is likely to be appropriate for (i.e. the target market), and any conditions around how the product can be distributed to investors. It also describes the events or circumstances where the Target Market Determination for this financial product may need to be reviewed.

                           202408-3796462

                          Open

                          Audience for the document: Share Class: Language of the document:
                          Open Cancel

                          Open

                          Share Class: Language of the document:
                          Open Cancel
                          Sign in to manage subscriptions for products, insights and email updates.
                          Continue with sign in?
                          To complete sign in and be redirected to your registered country, please select continue. Select cancel to remain on the current site.
                          Continue Cancel
                          Once registered, you'll be able to start subscribing.

                          Change Details

                          If you need to change your email address please contact us.
                          Subscriptions
                          OK
                          You are ready to start subscribing.
                          Get started by going to our products or insights section to follow what you're interested in.

                          Products Insights

                          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

                          Other Literature

                          You have successfully subscribed.

                          Notify me by email when
                          regular data and commentary is available
                          exceptional commentary is available
                          new articles become available

                          Thank you for your continued interest