T.RowePrice

T. Rowe Price model portfolios

A new model for success

On average, financial professionals spend 47 days a year on investment management. Streamline the process with model portfolios. It’s all about pursuing better outcomes—starting with more time to grow your practice.

Provide diversified asset management services, covering five core areas

1. Equity investment management

Focus on active investment strategies, covering growth, value and core styles, focusing on identifying high-quality companies with long-term growth potential to help clients achieve capital appreciation.

2. Fixed income investment management

Covering government bonds, corporate bonds, high-yield bonds and emerging market bonds, taking into account income opportunities and risk control, and pursuing stable investment returns.

3. Multi-asset investment solutions

Covers a diverse range of asset classes including target-date funds, risk-balanced products, private equity, hedge funds and commodities. Enhance portfolio resilience and long-term return potential through cross-asset allocation.

4. Alternative Investments

Actively expand into non-traditional asset classes such as private debt, private equity and hedging strategies to diversify portfolios. We flexibly combine equities, bonds and alternative assets to tailor a comprehensive plan that meets our clients' investment objectives and risk tolerance levels to achieve an optimal balance between risk and return.

5. ESG sustainable investing

Puxin Group attaches great importance to the integration of environmental, social and corporate governance (ESG) factors in the investment process, and is committed to promoting responsible investment (SRI) to achieve the dual value of financial returns and sustainable development.

Products

Model portfolios

From building wealth to delivering income, address a wide variety of real-life client goals with our menu of model portfolios.

Custom Model Portfolios

Scale your practice and take back your time.

Get a suite of tailor-made, open architecture model portfolios to meet the needs of your clients, from conservative to aggressive.

Our multi-asset expertise is built in to every model

Your clients count on the highest level of investment management and client service. We bring our best multi-asset thinking from specialists around the globe to our model portfolios. You can be confident that you’re helping deliver the long-term results your clients deserve.

75+ professionals

dedicated to multi-asset investing

35+ years

offering multi-asset solutions

$500+ billion

managed in multi-asset strategies

As of 3/31/25

Model portfolios education

As models surge in popularity, knowledge is confidence

More models are being launched than ever before. Our resources can help ensure that you make the right choices for your clients.

Getting started: Using and choosing models

Learn what to look for in model portfolios and how to make them work for your clients.

Why T. Rowe Price model portfolios?

An overview of our comprehensive range of model portfolios and the investment management process behind them.

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