T. Rowe Price

United States

$1.34T in AUM

Qualitative Analysis

FinanceMap scores this financial institution in the following areas. Please navigate to the relevant tab for in-depth analysis

FinanceMap Scores

Stewardship Score

Policy Engagement Score

Top Line Target

Net Zero

Portfolio Analysis

FinanceMap assesses these portfolios for this financial institution. Please navigate to the relevant tab for in-depth analysis.

Activity Stream
Value Assessed
Portfolio Paris Alignment Score
Exposure to Fossil Fuels
Equity Asset Management
$483B
-22%
3.1%

Exposure Analysis

Last Updated - 28/02/2023

Fossil fuel production companies are defined as those with primary sector of operations in the up-, mid-, and/or downstream segments of fossil fuel production. Green companies are defined as companies having over 75% revenue deriving from Substantial Contribution to Mitigation activities under the EU Taxonomy.

Portfolio Paris Alignment

Equity Portfolio Paris Alignment

Portion of AUM Assessed: $483B

Portfolio Paris Alignment by Sector

Sector Paris Alignment scores for the sectors in which the asset manager has shareholdings. FinanceMap Paris Alignment analysis is limited to the automotive, upstream fossil fuel, and power sectors.
Sector
% of Portfolio Value
Sector Paris Alignment

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Southern Co18.5%
Electric Power Development Co Ltd17.7%
NTPC Ltd11.8%
Engie SA9.9%
Ameren Corp6.9%
Dominion Energy Inc5.1%
Enel SpA3.6%
Nextera Energy Inc2.8%
Idacorp Inc2.4%
American Electric Power Company Inc2.3%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Suzuki Motor Corp24.5%
Volkswagen AG22.5%
General Motors Co10.9%
Toyota Motor Corp10.8%
Hyundai Motor Co6.6%
Stellantis NV6.6%
Great Wall Motor Co Ltd5.7%
Maruti Suzuki India Ltd3.4%
Honda Motor Co Ltd3.0%
Ford Motor Co2.1%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Arch Resources Inc71.7%
Alpha Metallurgical Resources Inc20.6%
Peabody Energy Corp4.7%
Glencore PLC1.0%
CONSOL Energy Inc0.9%
Warrior Met Coal Inc0.4%
China Shenhua Energy Co Ltd0.3%
NACCO Industries Inc0.2%
Exxaro Resources Ltd0.1%
Ramaco Resources Inc<0.1%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Exxon Mobil Corp14.3%
TotalEnergies SE13.1%
Novatek PAO7.5%
EOG Resources Inc6.3%
Chevron Corp6.3%
Conocophillips6.2%
Devon Energy Corp5.0%
Equinor ASA4.8%
Magnolia Oil & Gas Corp4.6%
Pioneer Natural Resources Co4.4%

Funds Assessed

All equity funds that FinanceMap has identified as being managed by this asset manager. Click through to a fund's profile page to view in-depth analysis.
Fund Name
Fund Domicile
TNA
Exposure
Portfolio Paris Alignment
United States
$50.3B
1.2%
N/A
United States
$44.3B
1.3%
N/A
United States
$28.7B
1.9%
N/A
United States
$27.4B
10.9%
-23%
United States
$24.0B
0%
N/A
United States
$23.9B
8.3%
-21%
United States
$20.8B
6.8%
-22%
United States
$20.5B
6.0%
-24%
United States
$16.3B
13.1%
-24%
United States
$15.4B
0%
N/A
United States
$15.0B
0%
N/A
United States
$13.9B
3.6%
-31%
United States
$13.8B
6.9%
-17%
United States
$11.5B
7.6%
-21%
United States
$11.1B
5.3%
-10%
United States
$10.3B
11.0%
-13%
United States
$9.16B
3.4%
-6%
United States
$9.14B
4.1%
-24%
United States
$8.27B
4.6%
-9%
United States
$7.26B
3.2%
-7%
United States
$4.98B
7.3%
-32%
United States
$3.36B
9.2%
-24%
United States
$3.16B
<1%
N/A
United States
$3.04B
41.1%
-10%
United States
$2.7B
3.1%
63%
United States
$1.57B
1.2%
N/A
United States
$1.55B
0%
N/A
United States
$1.12B
0%
N/A
United States
$953M
3.9%
-22%
Luxembourg
$811M
2.3%
N/A
United States
$723M
12.9%
-24%
United States
$722M
10.0%
-7%
United States
$689M
0%
N/A
Luxembourg
$607M
4.1%
-24%
Luxembourg
$570M
12.8%
-20%
United States
$497M
1.9%
N/A
United Kingdom
$440M
7.4%
-33%
United States
$353M
<1%
N/A
Luxembourg
$325M
12.6%
-20%
United States
$317M
2.4%
N/A
United States
$297M
5.4%
-26%
United States
$289M
1.2%
N/A
United Kingdom
$253M
2.3%
N/A
United Kingdom
$240M
4.3%
-13%
United States
$174M
6.0%
-37%
United Kingdom
$134M
9.2%
-24%
United Kingdom
$116M
0%
N/A
United States
$112M
1.4%
N/A
United States
$110M
4.5%
-17%
United States
$108M
2.5%
N/A
United States
$107M
10.5%
-26%
United States
$106M
12.3%
-20%
Luxembourg
$96.1M
10.0%
-7%
United States
$86.2M
0%
N/A
United Kingdom
$60.0M
1.4%
N/A
United States
$48.3M
<1%
N/A
United Kingdom
$39.8M
<1%
N/A
United States
$38.9M
2.4%
N/A
United States
$35.1M
3.3%
-7%
United States
$35.0M
11.0%
-15%
United States
$25.5M
6.2%
-27%
United States
$24.8M
8.2%
-21%
United States
$24.5M
7.6%
-21%
United Kingdom
$20.8M
0%
N/A
United States
$18.2M
2.6%
N/A
United Kingdom
$2.15M
2.5%
N/A
Luxembourg
$2.05M
2.2%
N/A

Stewardship

C+
Performance Band

3%
Voting Percentage

Detailed Evidence Used to Assess T. Rowe Price

The following table outlines the key queries and data sources, which FinanceMap uses to assess asset managers' corporate engagement programs. Every evidence piece is assessed on a five-point scale of -2,-1,0,1,2 or NA (not applicable)/NS (not scored). All queries, data sources, and evidence pieces are weighted against one another in a matrix system to arrive at a final top-level score. Clicking on specific cells will load the underlying evidence and information on how it has been assessed.

Policy Engagement

D+
Performance Band

52%
Organisation Score

56%
Relationship Score

Detailed Evidence Used to Assess T. Rowe Price

The following table outlines the key queries and data sources, which FinanceMap uses to assess financial institutions’ sustainable finance policy engagement. Every evidence piece is assessed on a five-point scale of -2,-1,0,1,2 or NA (not applicable)/NS (not scored). All queries, data sources, and evidence pieces are weighted against one another in a matrix system to arrive at a final top-level score. Clicking on specific cells will load the underlying evidence and information on how it has been assessed.

Detailed Evidence Used to Assess T. Rowe Price - Relationships

In this section, we depict graphically the relationships the corporation has with trade associations, federations, advocacy groups and other third parties who may be acting on their behalf to influence climate change policy. Each of the columns above represents one relationship the corporation appears to have with such a third party.

In these columns, the top, dark section represents the strength of the relationship the corporation has with the influencer. For example if a corporation's senior executive also held a key role in the trade association, we would deem this to be a strong relationship and it would be on the far left of the chart above, with the weaker ones to the right. Click on these grey shaded upper sections for details of these relationships. The middle section contains a link to the organization score details of the influencer concerned, so you can see the details of its climate change policy influence. Click on the middle sections for for details of the trade associations. The lower section contains the organization score of that influencer, the lower the more negatively it is influencing climate policy.

Strength of Relationship
STRONG
 
 
 
 
 
 
 
WEAK
 
54%
 
54%
 
44%
 
44%
 
51%
 
51%
 
58%
 
58%
 
60%
 
60%
 
82%
 
82%