T. Rowe Price Fund Manager Visits SIA

SIA is pleased to have hosted recently Mr. Wyatt Lee, co-portfolio manager of the T. Rowe Price Retirement Date Funds. Mr. Lee also serves on
T. Rowe Price’s Multi-Asset Steering Committee and has been with the company for 18 years.

Wyatt Lee

Mr. Lee shared his responses to questions from SIA’s research team regarding recent strategy changes to the Retirement Date Funds on SIA’s Approved List. The purpose of this meeting was to discuss the changes being made to the fixed income portion of their strategy. He discussed the research behind these changes and the timing of implementing the new strategy.

We also discussed broader asset class topics such as real assets and global bonds. Mr. Lee updated our team on the multi-asset team at T. Rowe Price, specifically how quickly they are expanding and now have more than 50 people on the team.

Mr. Lee expressed that his favorite kind of meetings are informal “roundtable” types like ours, because he is able to discuss and exchange ideas with us, rather than flipping formally through presentation slides.

As we have communicated in the past, a key component to SIA’s due diligence process includes in-person meetings with investment professionals from the firms with which we have entrusted client assets.

SIA leverages information gathered from meetings like this to manage our client portfolios most effectively.

The Associates of SIA Wish You a Warm &
Wonderful Holiday Season!

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