Investment Capabilities

Expertise across all asset
classes—and the globe.

As a global investment manager, we actively listen, anticipate, and develop strategies that respond to the needs of our clients. Each strategy is supported by our proprietary global research platform and experienced investment teams. Our analysts and portfolio managers work together across regions, sectors, and asset classes to identify investment opportunities others might miss.

With a broad range of equity, fixed income, and asset allocation capabilities, we provide an array of mutual funds, subadvisory services, separate account management, recordkeeping, and related services for individuals, advisors, institutions, financial intermediaries, and retirement plan sponsors. This diversity of product and distribution is a source of strength and stability; it reduces our reliance on any one strategy or segment and the potential impact of negative market cycles. As a result, we are able to continuously invest in new capabilities—for the benefit of our clients.

545

INVESTMENT
PROFESSIONALS
WORLDWIDE

$269.3

Billion in Asset Allocation Assets

187

Fixed Income Professionals

$125.4

Billion in fixed income assets

307

Equity professionals

$508.9

billion in equity assets

Each security, like a carpenter's tool, is selected to do
a particular job well....The whole chest of tools...should be picked to assure each investor has what he needs and wants for protection as well as gain.”
Founder:
Thomas Rowe Price, Jr.
(1898—1983)
EQUITY

Long on experience, deep on research.

  • More than 80 years of equity investment experience, including over 60 years of equity management services for institutional investors
  • A powerful, global buy-side research platform
  • A deep familiarity with companies across the corporate life cycle--from IPO to marketing leadership
19 YEARS

EQUITY TEAM AVERAGE INVESTMENT EXPERIENCE

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FIXED INCOME

Expertise informed by far-reaching insights.

  • Tenured fixed income team covering every major global market
  • Independent thinking developed through proprietary research and collaboration
  • A robust, multidimensional approach to risk management
  • An active management process that captures opportunities and capitalizes on inefficient markets
24 YEARS

FIXED INCOME PORTFOLIO MANAGERS'
AVERAGE INVESTMENT EXPERIENCE

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ASSET ALLOCATION

Innovation driven by our equity and fixed income success.

  • More than 25 years of asset allocation experience
  • Portfolios built on a strong foundation of underlying equity and fixed income strategies
  • An Asset Allocation Committee composed of senior investment professionals across the firm who make strategic and tactical decisions for our asset allocation portfolios
  • Innovative solutions such as our target date retirement portfolios. These funds were launched in 2003 and now account for $213.8 billion of the firm’s assets under management2
16 YEARS

ASSET ALLOCATION PORTFOLIO MANAGERS'
AVERAGE INVESTMENT EXPERIENCE

History of Asset Allocation Solutions
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CORPORATE RESPONSIBILITY

Learn all of the ways we are putting our values into action.

Investment Philosophy

Explore our active, disciplined approach to investing.

Leadership

Meet our leaders.

2Only available to U.S. investors

T. Rowe Price mutual funds are distributed by T. Rowe Price Investment Services, Inc. Call 1-877-804-2315 to request a prospectus, which includes investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing. The T. Rowe Price Retirement Trusts and Retirement Hybrid Trusts (the “Trusts”) are not mutual funds. They are common trust funds established by T. Rowe Price Trust Company under Maryland banking law, and their units are exempt from registration under the Securities Act of 1933. Investments in the Trusts are not deposits or obligations of, or guaranteed by, the U.S. government or its agencies or T. Rowe Price Trust Company and are subject to investment risks, including possible loss of principal. T. Rowe Price Investment Services, Inc. and T. Rowe Price Trust Company are affiliated companies.

All data as of June 30, 2017, unless otherwise stated.