GENERAL INFORMATION

Thomas Rowe Price Is One Of The Top 25 Asset Managers In The World For Its Proven Investment Approach And Assets Under Management. Thomas Rowe Price's Portfolio Managers Have Navigated Tough Markets, Including The Tech Bubble, The Global Financial Crisis And The Novel Coronavirus Crisis. This Proven Experience Has Stayed With The Company: 57% Of Thomas Rowe Price's Current Managers Held Investment Roles At T. Rowe Price During The Global Financial Crisis. Thomas Rowe Price Is An Independent Thinker Who Works Together To Act In A Positive And Disciplined Way, Collectively Identifying Market Risks And Opportunities To Provide Thomas Rowe Price's Clients With Sharper Insight And An Investment Advantage. Thomas Rowe Price's Portfolio Managers Have An Average Of 23 Years Of Experience In The Industry, And Thomas Rowe Price Retains An Average Of 97% Of Its Portfolio Managers Per Year. Clients Can Rely On Deep Knowledge And Experience. Thomas Rowe Price's Emerging Markets Team Has Investment Professionals From 26 Countries, Fluent In 28 Languages. Thomas Rowe Price Works With Clients In Over 55 Countries To Help Them Succeed Through A Wide Range Of Actively Managed Investment Strategies, Which Thomas Rowe Price Delivers Through A Range Of Tools To Meet Client Needs.

Products & Services By Thomas Rowe Price

- The Active Management Approach : The Active Management Approach Is Time-tested. It Guides Decision-making And Helps Thomas Rowe Price Predict And Plan For The Future.

Characteristics Of The Active Management Approach:

Rigorous Research

Thomas Rowe Price Has Over 525 Investment Professionals Who Go Out On The Ground To Find Opportunities. They Study Them Firsthand. And Use Those Insights To Help Clients Gain An Investment Advantage.

Independent Thinking

Thomas Rowe Price Looks For The Right Opportunity - Wherever They Are - To Help Clients Succeed. Thomas Rowe Price Shares Ideas. Thomas Rowe Price Debates With Them. Thomas Rowe Price Puts The Best Bosses Into Strategy.

Experienced Risk Management

Thomas Rowe Price Has Managed Investments In A Variety Of Markets, And Thomas Rowe Price's Portfolio Managers Have Spent An Average Of 23 Years In The Industry And 17 Years At T. Rowe Price. Identifying Risks Is Just As Important As Identifying Opportunities

Long-term Approach

Thomas Rowe Price Is Firmly Committed To Seeing Clients Achieve Their Long-term Goals, Aiming To Achieve Better Returns Across Many Market Cycles

- Professional Investment Analysts : Curious. Savvy. Experts In Their Respective Fields. Analysts Have Diverse Backgrounds Ranging From Medicine To Geology, Bringing A Unique Perspective To Their Work.

Analysts Are Immersed In Their Area Of Expertise, Such As Industrial, Energy Or Technology. Identify The Most Promising Companies Based On Professional Insights. Conduct A Comprehensive Securities Analysis Using State-of-the-art Screening Tools.

What They Look At:

Industry Growth Prospects And Conditions, Competitive Environment, Valuation Assessment, Potential Growth, Risk/reward Characteristics, Complete Enterprise Lifecycle Assessment, Regulatory Analysis

Analyst Peers Often Travel Together To Study The Company From All Angles. Meet With Senior Executives And Front-line Employees To Gain A Deeper Understanding Of Their Company.

What They Explore:

Worker Productivity, Facility Modernization, Product Quality, Business Execution, Regulatory Analysis, Refining Analysis By Delving Into What Suppliers And Customers Say About The Company.

- Environmental, Social And Governance Approaches

Investing

Thomas Rowe Price Uses Analytics Based On Material Insights To Focus On What Matters Most To Help Make Better Investment Decisions. For Over 85 Years, Thomas Rowe Price Has Focused On A Rigorous Assessment Of Risk And Opportunity. Thomas Rowe Price Brings The Same Philosophy To ESG Investing. Thomas Rowe Price Uses Their Proactive Management Insights To Make Prudent And Thoughtful Decisions. Thomas Rowe Price Empowers Investors To Invest In Ways That Align With Their Values.

Corporate Sustainability

Thomas Rowe Price Employs Operational Policies And Practices To Help Deliver The Results That Matter Most To The World Around Them. Thomas Rowe Price Designs Operational Action Plans To Address The Most Pressing Environmental And Social Challenges. Thomas Rowe Price Takes Responsibility For Itself By Consistently Measuring Progress. Thomas Rowe Price Integrates Sustainability Into Business Practices In Order To Better Respond To Changing Customer Needs.