INSIGHTS

Gain an edge with the latest expert thinking on economies and markets, asset allocation, and multi-asset investing.

Portfolio Construction Insights

If Taxes Increase, Are Your Clients' Portfolios Ready?

SERVICES

Portfolio Construction Solutions

Elevate your practice with our comprehensive, connected set of services that leverage our fundamental approach and multi-asset capabilities. Start wherever you are today.

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Art of Clean Up®

Evaluate investment strategies across key metrics to streamline your book of business and focus on improved outcomes.
 

Learn about the program

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Model Construction

Partner with a Portfolio Construction Specialist to build a custom suite of model portfolios based on your asset allocation and manager selection preferences.

Explore the benefits

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Asset Allocation Model Review

Receive complimentary, confidential recommendations on allocation adjustment to address risk, enhance consistency, and improve outcomes.

Discover the advantages

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Portfolio Construction Insights

Prepare your clients and your practice for what’s ahead with timely intellectual capital from multi-asset experts.
 

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Asset Allocation Viewpoints
Be ahead of change.

Inform your investment decisions and client conversations with actionable and timely insights from our Asset Allocation Committee.

PRODUCTS

Multi-Asset Strategies

Meet your clients’ diverse objectives with a broad range of actively managed multi-asset strategies in the investment vehicles they want.

Model Portfolios

A suite of diversified portfolio solutions that align with a variety of investor objectives

  • Equity Building Block Models
  • Low Duration Models
  • Income Model Series
  • Target Allocation Active Series Models


 

Learn more about our model portfolios

RETIREMENT SERIES Focused on delivering the full value of active management to grow retirement savings

RETIREMENT BLEND Supported by active management with allocations to areas of opportunity combined with reduced costs of passive strategies

RETIREMENT HYBRID Emphasized active management with strategic use of passive strategies to reduce costs

TARGET SERIES Focused on delivering the full value of active management and managing volatility around retirement

Build Your Own Multi-Asset Portfolio

Choose from a wide range of actively managed equity and fixed income products to create diversified portfolios for your clients

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

Art of Clean Up® and Asset Allocation Model Review are offered by T. Rowe Price Investment Services, Inc. Model Construction Services are offered by T. Rowe Price Associates, Inc.

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.

* The funds identified above are not individualized to the needs of any client of the financial professional, including any specific benefit plan or retirement investor, nor is it specific to any client of the financial professional in connection with a specific investment or investment management decision. The Art of Cleanup reports (including any information provided on this webpage) is made available to the financial professional on the condition that it (i) is capable of evaluating investment risks independently, both in general and with regard to all transactions and investment strategies involving a security or securities; (ii) will exercise independent judgment in evaluating any information, provided in this report; (iii) will interpose its own best judgment in making investment decisions or investment recommendations to its clients; and (iv) is registered as an investment adviser or has been advised by qualified legal counsel that they are exempt from such registration.

© 2021 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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