Target Allocation Active Series
Composed of actively managed funds, these models can help you efficiently address a variety of long-term client objectives across a range of risk profiles.
Stay current with Model Viewpoints, Fact Sheets, and more for our Target Allocation Active Series.
Your one-stop shop for risk-based portfolios, our Target Allocation Active Series features strategic portfolio design, bottom-up fund selection, and tactical asset allocation by our Multi-Asset experts. For your other portfolio needs, view all models.
100% Fixed Income
10% Equity / 90% Fixed Income
20% Equity / 80% Fixed Income
40% Equity / 60% Fixed Income
60% Equity / 40% Fixed Income
60% Equity / 40% Fixed Income
70% Equity / 30% Fixed Income
80% Equity / 20% Fixed Income
Meet the experienced team behind our models.
Our Target Allocation Active Series is managed by a team of multi-asset experts with your clients’ goals in mind. And every move is guided by our disciplined strategic investing approach so you can focus on other areas of your practice.
Our Target Allocation Active series is managed by a team of multi-asset experts with your clients’ goals in mind. And every move is guided by our disciplined strategic investing approach so you can focus on other areas of your practice.
Erin Garrett, CAIA
Portfolio Manager
Som Priestley, CFA
Portfolio Manager and
Multi-Asset Solutions Strategist
Toby M. Thompson, CFA, CAIA
Portfolio Manager
Erin is a portfolio manager for T. Rowe Price model portfolios and an associate portfolio manager for the Target Allocation strategies. View full bio.
Som is a portfolio manager for T. Rowe Price model portfolios and a multi-asset solutions strategist in the Multi-Asset Division of T. Rowe Price. View full bio.
Toby is a portfolio manager for T. Rowe Price model portfolios. He is also a co-portfolio manager of the Balanced Fund, Global Allocation Funds, Moderate Allocation Portfolio, Spectrum Funds, and Managed Volatility strategies. View full bio.
Erin Garrett, CAIA
Portfolio Manager
Erin is a portfolio manager for T. Rowe Price model portfolios and an associate portfolio manager for the Target Allocation strategies. View full bio.
Som Priestley, CFA
Portfolio Manager and
Multi-Asset Solutions Strategist
Som is a portfolio manager for T. Rowe Price model portfolios and a multi-asset solutions strategist in the Multi-Asset Division of T. Rowe Price. View full bio.
Toby M. Thompson, CFA, CAIA
Portfolio Manager
Toby is a portfolio manager for T. Rowe Price model portfolios. He is also a co-portfolio manager of the Balanced Fund, Global Allocation Funds, Moderate Allocation Portfolio, Spectrum Funds, and Managed Volatility strategies. View full bio.
Everything you need to know about our models
Stay informed and enhance your client conversations with updates and insights on our Target Allocation Active models.
Model Viewpoints
Get our experts’ perspective on the markets and any related positioning changes to our Target Allocation Active models.
Quarterly Reports
View the latest performance data and learn what’s behind the numbers—an essential tool for your client conversations.
As models surge in popularity, it’s important to know how to effectively select and implement them. Our model portfolio tools and resources can show you how.
As models surge in popularity, it’s important to know how to effectively select and implement them. Our model portfolio tools and resources can show you how.
Refine holdings, build models, adjust portfolios, and inform investment decisions. Let's put our proven multi-asset expertise to work for your clients.
Streamline your investment process today—contact us.
Broker-Dealer, RIA, Regional and National Banks
A wide range of multi-asset insights, products, and services
Due diligence, fiduciary, and regulatory support
Solutions for growing and scaling your business
More time for client-facing activities