Portfolio Construction Solutions

Art of Clean Up SM

A Portfolio Consolidation Program for Advisors

Advisors face a range of challenges in today’s fast-paced and competitive financial services industry. Insufficient time and resources can hamper vital due diligence activities, while potentially complex business transitions can reduce your practice’s efficiency and impact investment outcomes.

Supported by the resources and capabilities of T. Rowe Price’s world-class multi-asset franchise, the Art of Clean UpSM can help you meet these challenges through an in-depth diagnostic analysis designed to help you streamline your portfolio holdings, maximize investment outcomes, and minimize risks to your practice.

Program Features

  • Portfolio Consolidation: Identify strategies that best meet your clients’ particular investment objectives and the needs of your practice.
  • Balanced Analysis: Evaluate your portfolio holdings and managers across nine key metrics that measure investment performance, risk, and efficiency.
  • Fiduciary Support: Highlight and monitor strategies that may be underperforming their benchmarks or straying from your investment expectations.
  • Business Evolution: Manage potentially complex business transitions, including brokerage to advisory, team combinations, and succession planning.

95%

of advisors without dedicated due diligence expressed interest in receiving due diligence support from an asset manager.*

3,000+

Art of Clean UpSM analyses conducted on behalf of financial advisors.

*June 2018 FUSE—Portfolio Construction Report.

Program Support

Comprehensive Reporting
Comprehensive Reporting

In-depth reports offer a proprietary analysis of your portfolio holdings, including a concise summary of our findings and a detailed look that highlights specific areas of opportunity.

Personalized Consultations
Personalized Consultations

Your T. Rowe Price Investment Consultant can arrange a complimentary Art of Clean UpSM analysis and schedule a confidential presentation of our findings at your convenience.

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.

25+

years offering multi-asset solutions

$275+B

managed in multi-asset strategies*

Explore the full suite of Portfolio Construction Solutions

Art of Clean UpSM is one of several programs offering financial advisors access to T. Rowe Price’s asset allocation and portfolio construction resources.

All figures as of December 31, 2018, 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.

T. ROWE PRICE, INVEST WITH CONFIDENCE and the bighorn sheep design are trademarks of T. Rowe Price Group, Inc. The trademarks shown are the property of the respective owners. T. Rowe Price is not endorsed, sponsored, or otherwise affiliated with any of the trademark owners represented by the trademarks shown in this material. © 2019 T. Rowe Price. All rights reserved.

T. Rowe Price mutual funds are distributed by T. Rowe Price Investment Services, Inc., and are advised by T. Rowe Price Associates, Inc., and/or one of its affiliates.

Dismiss
Tap to dismiss

Manage Subscriptions

Unsubscribe All
OK

Manage your watched Funds and Insights subscriptions here.

OK

Change Details

Congratulations! You are now registered.

Begin watching and receiving email updates for:

Ok

Sign in to manage your subscriptions and watch list.

Register

Download

Latest Date Range
Download Cancel

This content is restricted for Institutional Investors use only. We were not able to validate your status as an Institutional Investor with the information you provided at registration.

Please contact the T. Rowe Price Team with questions or to revise your status.

1-800-564-6958

You will need to accept the Terms & Conditions again.

Ok

You have updated your email address.

An activation email has been sent to your new email address from T. Rowe Price.

Please click on the activation link in order to receive email updates.

Ok

You have an existing account

Click OK to view your subscriptions and watch list.

OK

Confirm Cancel