Going beyond the numbers with T. Rowe Price

Your clients' portfolios are too important to be on autopilot. The investment professionals at T. Rowe Price don't make recommendations solely on the analysis they do on their computers. They have to go beyond the numbers.

Apr 1, 2019 @ 12:01 am

Hospital visit: Going beyond the numbers

Marcy Lash, Credit Analyst at T. Rowe Price, has built a career by looking beyond the numbers, even when that means taking a closer look at hospitals that seem – on paper – to all look the same.

Informed Investing in Cyprus

Today, we are heading to the island of Cyprus with Ken Orchard, Portfolio Manager at T. Rowe Price. As the global financial crisis continued to unfold, so ​did​ T. Rowe Price's work in Cyprus.

Building a Bridge to Informed Investing

Sometimes “going beyond the numbers” means taking a ride from Baltimore to Virginia to examine an investment opportunity firsthand. Take a ride along the Chesapeake Bay Bridge and Tunnel with Colin Bando of T. Rowe Price for a closer look at an investment in a roadway that is essential for East Coast travel.

Making a Deeper Impact.

Investors and advisers are taking a closer look at environmental, social and governance and how these issues can impact a portfolio and how a portfolio can impact the world. This means portfolio managers like Samy Muaddi of T. Rowe Price need to examine investment opportunities from every angle.

How ideas become investments

In an era where more data is produced than ever before, making sense of the numbers can be difficult. Chris Dillon, an investment specialist at T. Rowe Price, explains how the firm's asset allocation team combs through the data and balances analysis with other indicators to make informed decisions for investors.

Proceed with caution

Sometimes, going beyond the numbers means re-assessing your investment strategy. Jim Murphy, a portfolio manager at T. Rowe Price, explains why an investment in the airline industry in 2011 required patience.

Going Dutch for a tech investment

Investors and advisors want access to companies around the world, while strategically taking advantage of disruption, from an investing perspective. We head to the Netherlands to learn how T. Rowe Price portfolio managers like Ray Mills, leverage analyst insights to provide access to potential opportunities.


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