Portfolio Construction Solutions

Model Review

When the market moves, we can help you make sure your models are ready.

Shifting financial markets present both opportunities and risks. Model Review offers portfolio analysis to support due diligence and ensure your portfolios stay aligned with your investment objectives and poised for future success.

Asset Allocation Model Review

Get a full-scale analysis of your portfolios with an eye toward tomorrow's challenges.

Position your models to thrive in changing markets

  • Get balanced, forward-looking guidance on asset allocation adjustments based on our best multi-asset thinking.
  • Pinpoint unforeseen risks, including concentrated exposure to regions, styles, sectors, and more.
  • Stress-test your portfolios against different market scenarios.
  • Select from a variety of benchmarks to enhance your evaluation process.

Outcome-oriented portfolio analysis

Asset Allocation Model Review offers:

  • A comprehensive report—which includes an Art of Clean Up® analysis—on one or multiple models with actionable recommendations to address risks, enhance consistency, and pursue better outcomes.
  • A one-on-one consultation with a dedicated portfolio construction investment specialist to help align your allocation with your portfolio’s objectives.

Find out more about how Model Review provides balanced guidance on your asset allocations and portfolio design.

Find solutions that can help move your practice forward

No matter where you are in your portfolio construction journey, you can find programs designed to help you do more. Explore our full range of Portfolio Construction Solutions, built for financial professionals and backed by deep experience in active management.

Manager Review

Refine your holdings and strengthen manager due diligence wth ongoing monitoring.

Model Construction

Partner with a specialist to create custom-built models that differentiate your practice.

Portfolio Construction Insights

Harness our multi-asset expertise to power your investment decisions.

Rely on our seasoned multi-asset team

Our integrated suite of Portfolio Construction Solutions is supported by the same experts who manage our $440 billion multi-asset franchise.1

Looking for more ways to enhance your portfolios?

Run a diagnostic Art of Clean Up® analysis, instantly evaluate and track funds, and even sign up for ongoing monitoring of your holdings, all in one easy-to-use platform.

Position your clients for success—contact us.

 Test your models to identify unintended risks.

 Get actionable insights to improve your portfolio design.

 Strengthen your manager due diligence.

1 As of September 30, 2023.

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.

Past performance cannot guarantee future results. Investing involves risk including possible loss of principal. Diversification neither assures a profit nor eliminates the risk of experiencing investment losses.


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