Page 5 | RPIA SUSTAINABILITY REPORT 2025
CORPORATE SUSTAINABILITY
ESG INTEGRATION
CULTURE & VALUES
OVERVIEW
ABOUT RPIA RPIA is an investment management firm, independently owned by employees and specialized in global fixed income strategies. The firm was founded in 2009 by experienced investment professionals who have extensive global credit expertise. Over the past 16+ years, the firm has grown to over 120 team members. At the end of 2025, RPIA was managing approximately $21 billion of assets for institutions, high-net-worth individuals, and investment advisors. As stewards of our investors’ capital, we believe sustainability considerations are a vital component of our investment philosophy and our business. In this publication, we are proud to report updates on our progress over the past year.
We Serve Diverse Investor Needs
35%
Private Clients & Family Offices Institutions Investment Advisors
40%
$21B Assets Under Management
$614M ESG-Focused Assets 1
UN PRI Signatory Since 2018
Founded in 2009
25%
Investor base breakdown is an internal estimate as of December 31, 2025. For illustrative purposes only.
Core Values
Client-First We are dedicated to delivering exceptional service and acting in our clients’ best
Innovation
Excellence
Innovation drives progress. We embrace new ideas, leverage technology, and develop forward-thinking solutions that create new possibilities. Our adaptability and vision keep us ahead in an evolving landscape. Integrity is at the core of everything we do. We uphold the highest ethical standards, act with accountability, and build trust through transparency and sound judgment. Our reputation is grounded in consistently doing what is right.
We hold ourselves to the highest standards of performance, precision, and innovation. With a disciplined approach and a continuous pursuit of improvement, we strive to exceed expectations and deliver impactful results.
interests. Through expertise and strategic insight, we anticipate needs, drive meaningful outcomes, and create lasting value.
Partnership Strong partnerships are built on trust, alignment, and collaboration. We listen actively, think strategically, and tailor solutions that foster mutual success. By integrating perspectives and working seamlessly, we create lasting value together.
Integrity
Giving Back We believe in making a meaningful
impact beyond financial success. Through philanthropy, mentorship, and community engagement, we invest in the growth and well-being of our investors, employees, and the broader community.
Data as of December 31, 2025. 1 Assets invested in private pooled strategies with a fossil fuel exclusion mandate, namely, RP Broad Corporate Bond (Fossil Fuel Exclusion) and RP Broad Corporate Bond (BBB, Fossil Fuel Exclusion).
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