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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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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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Global Growth Should Improve if Trade Disputes Don't Worsen

Heading into the second half of 2019, senior T. Rowe Price investment leaders remain cautiously positive about global economies and financial markets, but they warn that political risks--in particular, escalating trade disputes--could trigger renewed volatility and further impede growth.

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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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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 TDF 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

Our study found that the 11 retirement funds studied outperformed their benchmarks in at least 85% of rolling five-year periods and 100% of rolling 10-year periods (rolled montlhy) from inception through December 31, 2018, net of fees. 
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The T. Rowe Price Strategic Investing Approach

Discipline that has brought long-term reqards 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. We examined the performance of 11 of our Retirement Funds, those for which we could identify competing passive strategies. 

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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.

Call 1-800-638-4546 to request a prospectus or, if available, a summary prospectus; each includes investment objectives, risks, feeds, expenses, and other information that you should read and consider carefully before investing.

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