T. ROWE PRICE MODEL PORTFOLIOS
A new model for success
On average, financial professionals spend 43 days a year on investment management. Streamline the process with model portfolios. It’s all about pursuing better outcomes—starting with more time to grow your practice.
From building wealth to delivering income, address a wide variety of real-life client goals with our menu of model portfolios. Your models-based practice will be supported by our disciplined strategic investing approach every step of the way. Want to learn more about selecting and using models?
Check out our model portfolio tools and resources.
Target Allocation
Risk-based series of models that seek to meet long-term objectives
Target Allocation Active Series
8 Models
Risk-based series of models, which are composed of actively managed funds and serve a variety of long-term client goals
Morningstar Analyst Rating™
Rating as of 2/23/2023
Building Block
Component models that achieve targeted exposures
Equity Building Block Models
2 Models
Component models that provide equity exposure targeted to a specific category or region
Outcome
Models designed to address specific objectives
Income Models
2 Models
Income generation models comprised of income-oriented equity, U.S. fixed income, and international fixed income
Morningstar Analyst Rating™
Rating as of 10/1/2022
Low Duration Models
4 Models
Conservative models aligned to a range of short-term investment objectives
Stay ahead of change with actionable insights.
Get our experts’ latest thinking on everything from model portfolios to multi-asset investing delivered right to your inbox. You’ll also receive our popular Global Asset Allocation Viewpoints.
Additional information on model portfolios:
Build your practice with models built by our Multi-Asset experts.
Your clients count on the highest level of investment management and client service. As a leading active manager and trusted partner, we bring our best multi-asset thinking from specialists around the globe to all our model portfolios. So you can be confident you’re helping deliver the long-term results your clients deserve. Learn about our multi-asset capabilities.
80+ Professionals
dedicated to multi-asset investing
30+ Years
offering multi-asset solutions
$400+ Billion
managed in multi-asset strategies
as of 12/31/2022
Getting started: Choosing and using model portfolios
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.
Getting started: Choosing and using model portfolios
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.
Portfolio Construction Solutions
Our Expertise. Your Investment Process.
Looking to create and optimize your own models?
We can help.
Portfolio Construction Solutions
Our Expertise. Your Investment Process.
Looking to create and optimize your own models?
We can help.
If you’re thinking about models, talk to 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
Consider the investment objectives, risks, and charges and expenses of the T. Rowe Price mutual funds carefully before investing. For a prospectus or, if available, a summary prospectus containing this and other information, visit troweprice.com or contact your financial professional. Read it carefully.
The T. Rowe Price model portfolios are a nondiscretionary investment management program provided by T. Rowe Price Associates, Inc. T. Rowe Price mutual funds are distributed by T. Rowe Price Investment Services, Inc. T. Rowe Price Associates, Inc., and T. Rowe Price Investment Services, Inc., are affiliated companies. The T. Rowe Price group of companies, including its affiliates, receive revenue from T. Rowe Price investment products and services.
This material is provided for informational purposes only; it is not personalized investment advice, a recommendation concerning investments, investment strategies, or account types by T. Rowe Price Associates, Inc., or any of its affiliates (T. Rowe Price), and it is not intended to suggest that any particular investment action is appropriate for you, nor is it intended to serve as the primary basis for investment decision-making. T. Rowe Price’s role is limited to providing your financial professional with nondiscretionary investment advice in the form of model portfolios. The T. Rowe Price model portfolios are only available through financial professionals, and your financial professional is responsible for determining if these portfolios and the mutual funds utilized in them are appropriate for you. T. Rowe Price’s role is limited to providing your advisor with nondiscretionary investment advice in the form of model portfolios. The implementation of these model portfolios and any securities selected for your account is at the full discretion of your financial professional.
Risks: All investments are subject to risk, including possible loss of principal. The model portfolios are subject to the risks of the underlying mutual funds utilized in the model. Fixed income securities are subject to credit risk, liquidity risk, call risk, and interest rate risk. As interest rates rise, bond prices generally fall. International, mid-cap, and small-cap investing are subject to additional risks and volatility. These risks are generally greater for investments in emerging markets. Diversification does not assure a profit nor protect against a loss in a declining market.
202212-2650950
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