Experience
For more than 88 years, T. Rowe Price has partnered with clients to develop investment solutions to meet their needs and deliver sustainable long-term investment results. For over 30 years, we have been managing global multi-asset class portfolios with over $536.0 billion (USD) in assets under management.
Thoughtful Research & Design
Our world class research platforms identify and evaluate multiple sources of alpha to create robust and durable high-performing solutions. Our portfolio management process is supported by strategic and tactical allocation insights of the Asset Allocation Committee, which is comprised of senior investment professionals across the firm.
Our team includes dedicated multi-asset investment professionals in Baltimore, Hong Kong, London, and Tokyo.
Portfolio management and research teams work together to construct, manage, and enhance each portfolio.
Experience
For more than 88 years, T. Rowe Price has partnered with clients to develop investment solutions to meet their needs and deliver sustainable long-term investment results. For over 30 years, we have been managing global multi-asset class portfolios with over $536.0 billion (USD) in assets under management.
Our team includes dedicated multi-asset investment professionals in Baltimore, Hong Kong, London, and Tokyo.
Thoughtful Research & Design
Our world class research platforms identify and evaluate multiple sources of alpha to create robust and durable high-performing solutions. Our portfolio management process is supported by strategic and tactical allocation insights of the Asset Allocation Committee, which is comprised of senior investment professionals across the firm.
Portfolio management and research teams work together to construct, manage, and enhance each portfolio.
Leveraging Broad Investment Experience
We leverage a wide range of actively managed strategies across asset classes, regions, styles, sectors, and capitalization to construct our investment solutions. Our team can model portfolios based on client challenges, and then target outcomes to achieve portfolio objectives.
Collaboration
What gives our research a critical extra dimension of insight is the collaboration among our investment professionals, who share ideas across disciplines, enabling us to evaluate issues from many angles and bring an information advantage to our clients.
With 811 investment professionals worldwide, our dedicated teams have extensive research capabilities that create value for our clients.
Our research insights inspire our clients to consider new solutions and engage with us in dialogue about their investment challenges.
Leveraging Broad Investment Experience
We leverage a wide range of actively managed strategies across asset classes, regions, styles, sectors, and capitalization to construct our investment solutions. Our team can model portfolios based on client challenges, and then target outcomes to achieve portfolio objectives.
With 811 investment professionals worldwide, our dedicated teams have extensive research capabilities that create value for our clients.
Collaboration
What gives our research a critical extra dimension of insight is the collaboration among our investment professionals, who share ideas across disciplines, enabling us to evaluate issues from many angles and bring an information advantage to our clients.
Our research insights inspire our clients to consider new solutions and engage with us in dialogue about their investment challenges.
How is risk management embedded throughout our approach?
Portfolio Design
- Broad diversification across asset classes, regions, styles, and sectors.
- A range of analyses to construct portfolios, target key attributes and evaluate risks and exposures.
Portfolio Management
- Tactical decisions emphasize valuations and assessment of risks.
- Modest tactical allocation bets made incrementally to avoid market timing.
- Multi-asset class risk models used to aggregate and decompose portfolio risks.
- Performance attribution used to decompose underlying sources of returns.
Underlying Decisions
- Proprietary bottom-up fundamental research analysis to construct portfolios.
- Risk tools used to assess portfolio factor and expose risks.
- Oversight by the Equity and Fixed Income Steering Committees.
Our Investment Process
We firmly believe the best way to navigate increasingly complex global markets is by combining independent fundamental research and proprietary quantitative analysis into solutions that can have varying risk exposures across asset classes.
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All data as of 30 September 2023, unless otherwise stated.
The total strategy assets includes assets managed by T. Rowe Price Associates, Inc. and its relevant investment advisory affiliates.