Invest With Confidence
Business Profile
Core Value Proposition
Invest With Confidence provides global investment management capabilities with an active investment approach to help financial professionals and their clients navigate changing markets.
Target Customer
{"Financial Advisors/Intermediaries","Institutional Investors/Consultants","Retirement Plan Sponsors/Consultants"}
Key Differentiator
Global active-management platform offering broad asset-class capabilities (Equity, Fixed Income, Multi-Asset, Alternatives) with a large, diversified asset base and extensive advisor resources, backed by a long-standing industry presence (founded 1937; 58 countries; 8,063 associates).
Implementation Timeline
Not explicitly stated for implementation; indications of near-term value include immediate access to advisor dashboards, insights, webinars, and other resources after account setup. Reported AUM figures are as of mid-2025.
Pain Points
- 1Navigating market volatility with confidence
- 2Constructing and managing diversified multi-asset portfolios
- 3Planning and implementing retirement strategies for clients
Key Features
- 1Active investing approach across Asset Classes (Equity, Fixed Income, Multi-Asset, Alternatives)
- 2Broad product suite including Mutual Funds, ETFs (Active ETFs), SMAs, and CITs
- 3Portfolio Construction and Asset Allocation tools and insights (e.g., Asset Allocation Viewpoints, Portfolio Construction solutions)
- 4Advisor-focused resources: Advisor Dashboard, CE Center, webinars, and client engagement/resources
- 5Global reach with capabilities across 58 countries and a large, diversified AUM base
Target Customer Industries
Client Results
- 1Large, diversified assets under management across asset classes (approximately $1.68 trillion to $1.77 trillion, depending on the page and date referenced)
- 2Enhanced client outcomes through active management and access to broad investment capabilities and insights
- 3Immediate access to advisor resources and tools upon registration
Competitive Advantages
- 1Global scale and reach (1937 founding; 58 countries; 8,063 associates)
- 2Strong emphasis on active management across major asset classes
- 3Extensive product and toolset (mutual funds, ETFs including Active ETFs, SMAs, CITs; model portfolios; portfolio construction and asset allocation resources)
- 4Dedicated resources for financial professionals (advisor dashboard, CE Center, webinars, and practice-management materials)
Key Benefits
Additional Product Information
Product Description
A global investment management approach by T. Rowe Price offering active management across asset classes, a broad suite of investment products (mutual funds, ETFs, SMAs, CITs), and advisor-focused tools and insights to help financial professionals and their clients navigate markets.
Target Market
Financial Advisors/Intermediaries; Institutional Investors/Consultants; Retirement Plan Sponsors/Consultants
Unique Value Proposition
A globally scalable, actively managed investment platform across asset classes with deep advisor resources and a broad product suite, designed to help clients navigate evolving markets with confidence.
Technical Requirements
Not specified
Pricing Model
Not disclosed
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