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Our Clients

We're proud to support a diverse range of institutional clients and consultants. Explore the tailored solutions we offer and gain insights designed to meet your unique needs. 

Who we serve

Defined Contribution Plans

As a global retirement leader, we partner with plan sponsors and consultants to develop solutions that best fit the needs and preferences of their plan participants while providing expert insight into participant behavior and participant communications, plan design, fiduciary considerations, and guidance on leading legislative and regulatory considerations.

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Institutional Consultants

At T. Rowe Price, we partner with Institutional Consultants around the globe to identify and evaluate investment solutions for our common clients. By providing access to our global research platform, senior leadership, market perspectives, and actionable insights, we help our partners navigate change and make informed decisions.

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Insurance General Accounts

Since 1985 T. Rowe Price has been proud to work with many of the largest Life, Property & Casualty, Reinsurance, and Multi-Line firms in the world, delivering custom investment solutions with the highest level of service. We recognize that each insurance company has unique characteristics and we work closely with each to meet these distinct needs.

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Taft-Hartley Plans

We have been building meaningful relationships with Taft Hartley Plans for over 35 years and currently manage retirement related assets for more than 100 multi-employer plans. Our team aims to provide tailored investment solutions that evolve and adapt to the needs of the plans and members over time.

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U.S. Public Pensions

T. Rowe Price has focused on the retirement outcomes of public and corporate pension systems for more than 50 years. We offer a full spectrum of investments, leveraging our proprietary fundamental research platform, as well as client-driven solutions, to address your plan’s unique challenges and goals. 

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Endowments & Foundations

Partnering with a variety of endowments and foundations over the past decades, we have earned a deep appreciation for the unique investment solutions across public and private markets required to achieve their objectives. We work closely together with the organization’s investment staff and boards of trustees, and share timely, actionable insight across markets and investments to help them navigate change and drive better investment decisions.

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Our Capabilities

As a global investment manager, we actively listen, anticipate, and develop strategies that respond to the needs of our clients. 

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Insights

Our insights show you what may lie ahead, what’s most important, and how our investment teams are responding now - so you have a comprehensive picture.

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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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