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Investment insights from an industry leader.

We understand the responsibility that comes with investing retirement assets.

Our depth of understanding informs better decision-making and prudent risk management that helps us create and deliver value for your plan and employees.

Latest Insights

Check out expert commentary below on how research informs our strategic investing approach and how it could benefit your plan and participants.

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Comfortable with the Uncomfortable

Central bank accommodation appears to have put the global economy on a reflationary course. Low or negative yields pose duration risks, but potential opportunities can still be found in credit sectors. We expect technology to continue to disrupt global sectors and industries. Geopolitical events could be triggers for market volatility in 2020.

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Developing Retirement Investment Strategies

Managing a retirement investment strategy for millions of participants with wide-ranging needs is a daunting challenge. To meet those demands, our team of investment professionals regularly travels the country to talk to plan sponsors, advisors, and individuals.

By Wyatt Lee, Portfolio Manager, Multi-Asset
Jerome Clark, Portfolio Manager, Multi-Asset
Kim DeDominicis, Portfolio Manager, Multi-Asset;

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It's Time to Get Serious About Retirement Income Solutions

Thoughtful consideration of a participant's journey, both up to and through retirement, can help participants meet their retirement goals--and better position plans to retain assets.

By Lori Latham, CFA Senior Defined Contribution Strategist 

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Sequence-of-Returns Risk and the Impact of Asset Allocation on Outcomes

Our analysis suggests a higher-equity glide path could deliver higher account balances and, therefore, better outcomes.

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Three Questions Today--an Improved DC Plan Tomorrow

Your answers could have a long-term impact on your participants. 

By Lori Latham, CFA Senior Defined Contribution Strategist 

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Strong Results From a Target Date Leader

At T. Rowe Price, we continue our positioning within the target date industry as a leader and an innovator with over 25 years of experience in multi-asset solutions. As a result, our performance and success rates have demonstrated the value of our approach.

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An Evolving Target Date Landscape--Insights to an Informed Assessment Process

This paper offers a framework for sponsors to establish a belief set and clarity of governance structure that provides sponsors a solid foundation to inform their review and selection of a specific target date solution. 

By Lori Latham, CFA Senior Defined Contribution Strategist 

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Target Date Strategies--The Benefits of T. Rowe Price's Strategic Investing Approach

T. Rowe Price examined our U.S. Retirement Funds to quantify the value added by our strategic investing approach. We believe our approach―including tactical allocation and active management of the underlying strategies―can enhance retirement outcomes.

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The T. Rowe Price Strategic Investing Approach

Discipline that has brought long-term rewards for clients--study highlights. 
Methodology Summary

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How Our Strategic Investing Approach Stacks Up Against Passive Portfolios

T. Rowe Price conducted a study to evaluate whether our active approach to target date management has outperformed passive strategies offered by our competitors. 

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Considerations for Plan Sponsors: Constructing More Effective Defined Contribution Investment Lineups

In this paper, we explore the use of an additional metric--contribution to risk (CTR)--that can help investors and analysts measure the expected contribution of each allocation to potential loss within a portfolio. 

By Craig Keim, CFA T. Rowe Price Defined Contribution Investment Specialist

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Considerations for Plan Sponsors: Collective Investment Trusts as Investment Options in Qualified Plans

With defined contribution (DC) plans now serving as the primary vehicle for retirement savings in the U.S. and concerns continuing about workers' ability to reach their retirement goals, the structure of investment lineups has never been more important. 

By Craig Keim, CFA T. Rowe Price Defined Contribution Investment Specialist

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The Misperception of Fiduciary Risk and Active Management: A Legal Perspective

Fiduciaries are facing increasingly complex fiduciary requirements, making investment selection more challenging than ever. This paper explores how active management can play a role in the five guiding principles for fiduciary investment selection. 

By Alison V. Douglass, Esq.  Goodwin LLP

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We Believe in Strategic Investing.

This means we don't stop at surface-level analysis. Instead, our investment professionals travel the world to get the full story behind the companies we consider investing in. It has guided how we do business since 1937.

See how our investment professionals go out into the field to get the full story.

Consider the investment objectives, risks, and charges and expenses carefully before investing. For a prospectus or, if available, a summary prospectus containing this and other information, call (800) 638-4546. Read it carefully.

T. Rowe Price Investment Services, Inc.

Contact your T. Rowe Price representative to find out how we can take your plan to the next level.