Leading the market with experience and strong investment capability.

Time-tested and disciplined.
THE T. ROWE PRICE STRATEGIC INVESTING APPROACH

Our study of 18 of our institutional diversified U.S. equity funds found that a majority generated positive average excess returns, net of fees, across multiple periods. We attribute our success to our ability to go beyond the numbers, going out into the field to meet with companies first hand, which we believe leads to better decision-making.

Our investment strategies reflect a long-term philosophy.

We understand the value of a patient, long-term philosophy and the responsibility that comes with investing retirement assets. In fact, nearly 69% of our assets under management are in retirement-related plan accounts.*

Our strategic investing approach has guided us since 1937. It takes us beyond the numbers, with more than 350 investment professionals going out into the field to get the answers we need.1 This depth of understanding informs better decision-making and prudent risk management. Our investment options include more than 90 T. Rowe Price mutual funds and fully diversified target date strategies that can help participants obtain an age-appropriate asset allocation. 

1 Investment staff as of 12/31/2017. Includes 104 portfolio managers, 24 associate portfolio managers, 148 investment analysts, 47 associate analysts, 10 multi-asset specialists, 3 specialty analysts, 2 strategists, and 17 senior managers.

 

Asia Equities: Despite Geopolitical Risks, Asia Leading Global Markets

Asian markets have rebounded this year despite geopolitical risks, buoyed by more stable economies, relatively attractive stock valuations, and improving earnings and cash flows.

Contribution to Risk:
An Insightful Metric for Portfolio Construction

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

Stable Value -
an increasingly attractive principal preservation alternative

Several key trends are enhancing the relative attractiveness of stable value as a principal preservation option within defined contribution plansat a time when the stable value industry has capacity to absorb additional participant inflows.

Trump, Trade, and InflationShould We Worry?

The main risks to the global economy are frictions in trade relationships, inflation, and slowing growth in certain parts of the world. However, overall financial conditions remain benign and there are some compelling opportunities available, particularly in emerging markets such as Russia, Brazil, and Mexico.

Collective Investment Trusts as Investment Options in Qualified Plans

Collective investment trusts (CITs) have been available as investment options to tax-qualified retirement plans for decades.

Price Perspective: ETFs as investment options in DC plans - considerations for plan sponsors.

The exchange-traded funds (ETFs) market has experienced increased demand and heavy new issuance over the past two decades. 

Equity Investing - T. Rowe Price's Global Stock Fund

Portfolio Manager David Eiswert employs a disciplined investment process to build a focused portfolio of 60 to 80 of his highest-conviction investment ideas.

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.

Cloud Computing: Still in its Early Stages and Spreading Globally

In our view, cloud computinga term that describes on-demand computing power, applications, and services offered on a subscription modelis a well-established trend with multiple years of growth ahead.

 

*Source: T. Rowe Price, 2017.