T. Rowe Price Global Research Platform - podcast episode cover

T. Rowe Price Global Research Platform

Apr 03, 20243 min
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Episode description

Charles Shriver discusses the lifeblood of the firm – the Global Research Platform – and notes that it is a key component of their global active management expertise, providing insights into economic trends that help to inform asset allocation and positioning. 

Transcript

The Geo Price Global Research Platform is the lifeblood of the firm and is a key component of our global active management expertise. Our global research platform is critical in adding value through security selection as well, it provides a barometer of market and economic trends that helps to inform our asset allocation positioning.

Collaboration with our fundamental research teams can provide proprietary insights from a company-level perspective in terms of the macro environment policy changes, as well as, drivers of, corporate profitability, all of which are important inputs into our asset allocation process. Additionally, the members of the asset allocation committee are active managers of strategies across the global capital markets as well.

And we benefit from their insights in the day-to-day portfolio management as far as what they might be hearing in the markets, what they might be doing in their portfolios, as well as what they're hearing from research analysts.

In addition to our monthly asset allocation meetings, we have informal interactions including a series of scheduled pre-meeting discussions where we review changes in their views on the markets, where there might be risks that are shifting, as well as whether they recommend any changes in the portfolio or if there are themes that they feel, or questions, they feel that we should have a broader discussion with asset allocation committee members.

This is an important part in setting the agenda for our monthly asset allocation committee meetings. Additionally, we have less structured discussions, whether it's by email or internal chat groups that can provide real time perspective on themes in the markets.

The asset allocation committee meeting serves as a forum to bring these perspectives together to robustly challenge, fuse, and to translate to actionable shifts in portfolio allocations to take advantage of opportunities or mitigate risks within the portfolio.

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