The Art of Clean Up was designed to help advisors face a range of challenges in today’s fast-paced and competitive financial services industry. This private portal aids to meet these challenges through an in-depth diagnostic analysis designed to help the user streamline their portfolio holdings, maximize investment outcomes for their clients, and minimize risks to their practice.

STRATEGY AND DESIGN ELEMENTS

Program features

• Portfolio Consolidation: Identify strategies that best meet your clients’ particular investment objectives and the needs of your practice.

• Balanced Analysis: Evaluate your portfolio holdings and managers across nine key metrics that measure investment performance, risk, and efficiency.

• Fiduciary Support: Highlight and monitor strategies that may be underperforming their benchmarks or straying from your investment expectations.

• Business Evolution: Manage potentially complex business transitions, including brokerage to advisory, team combinations, and succession planning.

PROGRAM SUPPORT

Comprehensive Reporting

In-depth reports offer a proprietary analysis of your portfolio holdings, including a concise summary of our findings and a detailed look that highlights specific areas of opportunity.

Personalized Consultations

Your T. Rowe Price Investment Consultant can arrange a complimentary Art of Clean UpSM analysis and schedule a confidential presentation of our findings at your convenience.

Multi-Asset Expertise

The full suite of Portfolio Construction Solutions is informed by the expertise of T. Rowe Price’s Multi-Asset Division. Portfolio Construction Solutions offer an integrated set of services designed to help grow your practice and to enhance investment outcomes.

• Strategic Portfolio Design: An in-depth portfolio construction process aligns the investment objectives of our multi-asset strategies to a diversified mix of assets intended to maximize long-term investment outcomes.

• Tactical Asset Allocation: Based on relative valuations and a near-term global outlook, our experienced Asset Allocation Committee makes periodic tactical adjustments to the strategic asset allocation.

• Fundamental Security Selection: Specialized investment professionals manage the component portfolios underlying our multi-asset strategies, with a focus on independent proprietary research and active security selection.

FINAL Prototype (Invision)

https://invis.io/CNSZB6JV86J