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overview
Our investment process
investment offerings
Target Date Target Risk Target Allocation

Multi-Asset Investment Strategies*

USD $319.2 billion in multi-asset portfolios as of 31 March 2019

*List is not inclusive of all strategies available

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)
    flag
  • 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)
    flag
  • Dynamic globally diversified balanced portfolio
  • Customized currency hedge structure
  • Incorporates thirteen underlying strategies
  • Corporate DC Pension Plan (UK)
    flag
  • Target income strategy, required consistent monthly payouts
  • Focus on capital preservation
  • Flexible guidelines to allow adjustments for changing market conditions
resources

Teams

Talent

All data as of 31 March 2019, unless otherwise stated.

The total strategy assets includes assets managed by T. Rowe Price Associates, Inc. and its relevant investment advisory affiliates.

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GIPS® Information

T. Rowe Price ("TRP") claims compliance with the Global Investment Performance Standards (GIPS®). TRP has been independently verified for the twenty one- year period ended June 30, 2017 by KPMG LLP. The verification report is available upon request. Verification assesses whether (1) the firm has complied with all the composite construction requirements of the GIPS standards on a firm-wide basis and (2) the firm's policies and procedures are designed to calculate and present performance in compliance with the GIPS standards. Verification does not ensure the accuracy of any specific composite presentation.

TRP is a U.S. investment management firm with various investment advisers registered with the U.S. Securities and Exchange Commission, the U.K. Financial Conduct Authority, and other regulatory bodies in various countries and holds itself out as such to potential clients for GIPS purposes. TRP further defines itself under GIPS as a discretionary investment manager providing services primarily to institutional clients with regard to various mandates, which include U.S, international, and global strategies but excluding the services of the Private Asset Management group.

A complete list and description of all of the Firm's composites and/or a presentation that adheres to the GIPS® standards are available upon request. Additional information regarding the firm's policies and procedures for calculating and reporting performance results is available upon request. 

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