Customized solutions capabilities – case study examples
Our investment process offers flexibility to incorporate a wide range of strategy designs as well as customized benchmarks. Examples of customized solutions we have designed to address specific investment objectives include:
Managed Volatility strategy (US)
- Underlying allocation diversified across global equities and fixed income
- Daily volatility forecast with hedging overlay
- Seeks tail risk protection via separate hedging program
Financial Services Provider (South Africa)
- Dynamic globally diversified balanced portfolio
- Customized currency hedge structure
- Incorporates thirteen underlying strategies
Corporate DC Pension Plan (UK)
- Target income strategy, required consistent monthly payouts
- Focus on capital preservation
- Flexible guidelines to allow adjustments for changing market conditions
All data as of 30 June 2019, unless otherwise stated.
The combined multi-asset portfolio assets under management of 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.