Portfolio Construction Solutions

Asset Allocation Model Review

A Custom Diagnostic Portfolio Analysis

In today’s competitive marketplace, efficiency is essential for your success. Yet the demands of investment management—the time and attention you spend monitoring investment strategies, watching out for unintended portfolio risks, and staying up to date on the latest business and portfolio insights—can be barriers to developing other areas of your practice.

Asset Allocation Model Review is designed to help you add value to your investment portfolios and build a more scalable, efficient practice through access to the guidance and expertise of T. Rowe Price’s $400+ billion multi-asset franchise.

82%

 

of financial professionals are interested in receiving portfolio construction guidance from an asset manager.*

Program Features

  • Actionable recommendations: Access balanced, professional guidance on asset allocation adjustments intended to enhance consistency and improve investment outcomes.
  • Risk management: Pinpoint unintended investment risks, including concentrated exposure to regions, styles, sectors, credit, and other areas of potential concern.
  • Scenario testing: Stress-test your portfolios against different market scenarios and select from a variety of benchmarks to enhance your evaluation process.
  • Outcome-oriented assessments: View analyses of historical data to assess likely portfolio outcomes and the potential for excess returns.

The most important advantages afforded by portfolio construction according to financial professionals.*

77%

 

DIVERSIFICATION

45%

 

INDIVIDUAL FUND PERFORMANCE AND TRACK RECORDS

42%

 

AVOIDING CONCENTRATION IN PARTICULAR SECURITIES

*June 2018 FUSE—Portfolio Construction Report.

Program Support

Comprehensive Reporting
Comprehensive Reporting

Enhance your portfolio design through a customized report containing a detailed summary, in-depth analysis, and balanced implementation proposals.

 Personalized Consultations
Personalized Consultations

Your T. Rowe Price Investment Consultant can schedule a complimentary portfolio review with one of our dedicated Portfolio Construction Specialists.

Multi-Asset Expertise

Our full suite of Portfolio Construction Solutions is informed by the expertise of T. Rowe Price’s Multi-Asset Division.

  • Strategic Portfolio Design: An in-depth portfolio construction process aligns the investment objectives of our multi-asset strategies to a diversified mix of assets intended to maximize long-term investment outcomes.
  • Tactical Asset Allocation: Based on relative valuations and a near-term global outlook, our experienced Asset Allocation Committee makes periodic tactical adjustments to the strategic asset allocation.
  • Fundamental Security Selection: Specialized investment professionals manage the component portfolios underlying our multi-asset strategies, with a focus on independent proprietary research and active security selection.

30+

 

years offering multi-asset solutions

$400+B

 

managed in multi-asset strategies*

Explore the full suite of Portfolio Construction Solutions

Asset Allocation Model Review is one of several programs offering financial professionals access to T. Rowe Price’s asset allocation and portfolio construction resources.

This material is provided for informational purposes only and is not intended to be investment advice or a recommendation to take any particular investment action. This information is not intended to reflect a current or past recommendation concerning investments, investment strategies, or account types, advice of any kind, or a solicitation of an offer to buy or sell any securities or investment services. The opinions and commentary provided do not take into account the investment objectives or financial situation of any particular investor or class of investor. Please consider your own circumstances before making an investment decision.

Portfolio Construction Solutions discussed are available only to financial professionals and not the retail public.

All figures as of December 31, 2020, except where noted.

* Firmwide multi-asset portfolio assets under management include assets managed by T. Rowe Price Associates, Inc., and its investment advisory affiliates. This figure includes assets that are held outside of T. Rowe Price but where T. Rowe Price influences trade decisions.

© 2021 T. Rowe Price. All rights reserved. T. ROWE PRICE, INVEST WITH CONFIDENCE, and the bighorn sheep design are trademarks of T. Rowe Price Group, Inc.

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