Portfolio Construction Solutions
Manager Review
Refine your portfolios and be confident that your investment process is driving your practice forward.
Confidence in your investments is essential to running a highly successful practice. Our Manager Review programs can help you strengthen manager due diligence and choose investments that align with your financial goals.
Art of Clean Up®
Analyze your holdings to help manage your strategies—and time—more efficiently.
Streamline and strengthen your manager due diligence process
- Evaluate your holdings across nine key metrics with a balanced analysis covering portfolio return potential, risk mitigation, and uniqueness. The service can be used for Mutual Funds, ETFs and SMAs.
- Consolidate your book of business, maximize investment outcomes, and minimize risks to your practice.
- Monitor strategies that may be underperforming their benchmarks or straying from your investment expectations.
- Get our proprietary diagnostics at your fingertips and even create custom watchlists with our Art of Clean Up Watchlist tool, all on your Advisor Dashboard.
Detailed rundown of all your holdings
Art of Clean Up offers:
- A detailed review of your holdings listed by Morningstar category that highlights underperforming strategies--and even offers potential replacements to consider.
- A summary report, which includes a snapshot of the findings and worksheets for taking action.
- Peer data on how your results compare with other program participants and your firm.
Portfolio analysis at your fingertips
Access your personalized Advisor Dashboard to upload your holdings, run an Art of Clean Up report, and even sign up for ongoing monitoring of your book of business.
Plus, use the Art of Clean Up Watchlist tool to create watchlists, track any fund or model against our nine key metrics, and receive monthly email updates on your watchlists.
Manager Comparison
Examine investment options side by side to help bolster your decision-making.
Can’t choose between strategies? We can help.
- Identify key similarities and differences of managers, and find ones that best align with your clients’ goals and the needs of your practice.
- Support your manager selection and due diligence efforts with extensive quantitative analysis.
In-depth intelligence to power your investment decisions
Manager Comparison offers:
- An extensive analysis of up to four managers from the same Morningstar category that includes risk-adjusted performance metrics, asset allocation style, and operational statistics.
- Access to high-conviction ideas and our multi-asset perspective to help you improve client outcomes.
Find out more about how our Manager Review programs provide expertise and ongoing support for your investment process.
Elevate your practice with our full suite of Portfolio Construction Solutions
Made for financial professionals. Built on our multi-asset expertise. Backed by our deep experience in active management. Take advantage of an integrated suite of solutions and help your clients pursue better outcomes.
Model Construction
Partner with a specialist to create custom-built models that differentiate your practice.
Model Review
Position your portfolios to thrive in the face of changing financial markets.
Portfolio Construction Insights
Harness our multi-asset expertise to power your investment decisions.
Put our multi-asset experience to work for you
We’re ready to support your investment process. Our Portfolio Construction Solutions are backed by over 75 dedicated multi-asset professionals that handle $536 billion in assets under management.1
Make each investment count—contact us.
Streamline your holdings.
Take advantage of our multi-asset expertise with detailed reporting.
Strengthen your manager due diligence.
1 As of 12/31/24.
Portfolio Construction Solutions discussed are available only to financial professionals and not the retail public.
Art of Clean Up® and Asset Allocation Model Review are offered by T. Rowe Price Investment Services, Inc. Model Construction Services are offered by T. Rowe Price Associates, Inc.
This material is provided for informational purposes only and is not intended to be investment advice or a recommendation to take any particular investment action. This information is not intended to reflect a current or past recommendation concerning investments, investment strategies, or account types, advice of any kind, or a solicitation of an offer to buy or sell any securities or investment services. The opinions and commentary provided do not take into account the investment objectives or financial situation of any particular investor or class of investor. Please consider your own circumstances before making an investment decision.
Past performance cannot guarantee future results. Investing involves risk including possible loss of principal. Diversification neither assures a profit nor eliminates the risk of experiencing investment losses.
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