U.S. Risk Managed Dynamic Allocation SMA

Seeks attractive long term returns by investing approximately 50% in a core portfolio of individual U.S. large cap equities. With the goal of stabilizing the portfolio’s risk profile, the other 50% is dynamically allocated between U.S. equities and fixed income, primarily through the use of index ETFs. Depending on forecast risk, the total portfolio may range between 50% to 100% equity exposure with fixed income exposure ranging from 0% to 50%.
Sean P. McWilliams
Portfolio Manager

Sean McWilliams is a portfolio manager and a quantitative investment analyst in the Multi-Asset Division. He is a vice president of the Global Allocation Fund, Inc., and a member of the Global Allocation Fund Investment Advisory Committee. Sean is a vice president of T. Rowe Price Associates, Inc., and T. Rowe Price Group, Inc.

Investment Approach

  • Approximately 50% of the portfolio replicates the holdings of the U.S. Large Cap Core Equity SMA; a carefully constructed portfolio of high conviction investment ideas supported by our deep pool of U.S. equity analysts.
  • Approximately 50% of the portfolio is dynamically allocated between fixed income and equities, primarily through broad market index-based ETFs (and cash), to increase or decrease overall equity market exposure.
  • Core equity style targeting attractive opportunities across the investable universe with a dynamic allocation element to adapt to changing market volatility.
  • Investment process that: leverages the stock selection capabilities of our global research team and incorporates dynamic asset allocation driven by asset-class risk forecasts level. 
  • A focused large-cap core equity approach using stock selection as the primary source of excess returns blended with a dynamic asset allocation strategy for risk management.

Risks

All investments are subject to risks, including possible loss of principal. The strategy is not diversified, and poor performance by a single issuer could adversely affect performance. The strategy’s focused approach to equity investing could cause it to underperform other stock portfolios that employ a different investment style.

Why A T. Rowe Price SMA

T. Rowe Price’s SMAs offer access to our firm’s expertise to identify opportunities and pursue solid, long-term results through our disciplined approach to investing. We are focused on helping our clients invest confidently. Backed by our experience over many investment cycles, our SMAs provide one more way to access T. Rowe Price’s established active management approach.

 

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