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Portfolio Construction Solutions: Our Expertise. Your Investment Process

Topic

General Principles of Financial Planning

Program ID

260860

Hours

1

Format

Live / Stand-alone Workshop or Seminar

Complexity

Intermediate

Description

In order to deliver the service and performance your clients demand, you need access to reliable and actionable information. Portfolio Construction Solutions from T. Rowe Price is an integrated suite of services available to support financial advisors throughout the various stages of your portfolio construction journey. In-depth analysis and practical insights derived from T. Rowe Price’s multi-asset expertise and capabilities and can help validate key investment decisions and inform conversations with your most valuable assets: Your clients.

Learning Objectives

• Learn the rationale behind T. Rowe Price’s strategic approach to investing and multi-asset management, with a focus on portfolio construction strategy and tactics.