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For more than 80 years, T. Rowe Price has partnered with clients to develop investment solutions to meet their needs and deliver sustainable long-term investment results. For the past 26 years, we have been managing multi-asset portfolios that deliver value across equities, fixed income and alternatives by using various combinations of strategic and tactical asset allocation, fundamental and quantitative analysis, security selection, overlays and outcome-based elements.

IMPORTANT COMPONENTS TO CONSIDER IN TODAY'S MARKET:

CAPITAL MARKET ASSUMPTIONS

The T. Rowe Price Capital Market Assumptions (CMAs) reflect five-year forecasts for 25 asset classes under five distinct macroeconomic scenarios: baseline, early recession, late recession, bull market, and conditioned on history.

CMAs are best understood as forecasts for the central tendency of forward returns. For this reason, our approach to portfolio construction relies on the use of multiple methods of optimization and robustness checks.

Our baseline forecast incorporates the insights of senior portfolio managers and analysts across our Equity, Fixed Income, and Multi-Asset Divisions and we believe this interdisciplinary approach to developing CMAs, which captures both fundamental and quantitative insights, delivers the best thinking of T. Rowe Price.

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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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