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Portfolio Construction Solutions
Global Experts in Multi-Asset Investing
T. Rowe Price’s Multi-Asset Division integrates the core strengths of our firm’s strategic approach to investing into multi-asset solutions designed to maximize investment results, manage risk appropriately, and consistently meet your practice needs.
30+
years offering multi-asset solutions
70+
dedicated multi-asset investment professionals
$400+B
managed in multi-asset strategies1
240+
individual multi-asset portfolios managed
95%
of our Retirement Funds with 10 years of performance beat their 10-year Lipper averages*
Strategic Portfolio Design
We take a long-term view of capital markets regardless of the investment time horizon. An in-depth range analysis aligns each portfolio’s investment objective to a customized mix of assets intended to maximize return and minimize unnecessary risks.
Tactical Asset Allocation
Our Asset Allocation Committee, which includes many of the firm’s most experienced investment professionals, periodically adjusts the strategic investment mix based on relative valuations and the near-term global outlook.
Fundamental Security Selection
Specialized investment professionals oversee and manage each component strategy of the investment mix, with an emphasis on active security selection informed by our proprietary global research platform.
Explore the full suite of Portfolio Construction Solutions
Portfolio Construction Solutions offer an integrated set of services designed to help grow your practice and deliver the investment outcomes your practice demands.
All data as of December 31, 2021, unless otherwise stated.
*36 of our 44 Retirement Funds (Investor, Advisor, and R Class) had a 10-year track record as of 12/31/21 (includes all share classes). 36 of these 36 funds beat their Lipper average for the 10-year period. 37 of 44, 40 of 40, and 39 of 39 of the Retirement Funds outperformed their Lipper average for the 1-, 3-, and 5-year periods ended 12/31/21, respectively. Calculations are based on cumulative total return. Not all funds outperformed for all periods. (Source for data: Lipper Inc.)
The principal value of the Retirement Funds is not guaranteed at any time, including at or after the target date, which is the approximate year an investor plans to retire (assumed to be age 65) and likely stop making new investments in the fund. If an investor plans to retire significantly earlier or later than age 65, the funds may not be an appropriate investment even if the investor is retiring on or near the target date. The funds’ allocations among a broad range of underlying T. Rowe Price stock and bond funds will (with the exception of the Retirement Balanced Fund) change over time. The funds (other than the Retirement Balanced Fund) emphasize potential capital appreciation during the early phases of retirement asset accumulation, balance the need for appreciation with the need for income as retirement approaches, and focus on supporting an income stream over a long-term postretirement withdrawal horizon. The funds are not designed for a lump-sum redemption at the target date and do not guarantee a particular level of income. The funds maintain a substantial allocation to equities both prior to and after the target date, which can result in greater volatility over shorter time horizons.
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.
1 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.
