terça-feira, 16 de abril de 2013

Financial Advisors: Get Your Clients off the Sidelines

Live Streaming Event: Morningstar
  Get Your Clients
Off the sidelines
  Today, many of your clients are sitting on the sidelines because they're unsure about the direction of the economy and the markets. T. Rowe Price believes that the Capital Appreciation Fund offers a compelling option in any market environment.

Join David Giroux, lead portfolio manager and Morningstar 2012 Allocation Fund Manager of the Year (U.S.A),* for a live streaming event that will speak directly to:

  Outperformance in a wide variety of markets.
  A flexible and unique allocation approach including equities, bonds, convertible securities, leveraged loans, covered calls, and cash.
  How a core holding such as the Capital Appreciation Fund seeks equity-like returns with less risk and helps your clients return to the market.
  2013 current market environment and outlook.

David Giroux   David Giroux, CFA
Manager of the T. Rowe Price Capital Appreciation Fund (PRWCX)
Tuesday, May 7, 2013
4:15 p.m. ET
  Register Now    
Sign up today and submit your questions for David.
To learn more about the T. Rowe Price Capital Appreciation Fund, click here.

  Download a prospectus.

*Established in 1988, the Morningstar Fund Manager of the Year award recognizes portfolio managers who demonstrate "excellent investment skill and the courage to differ from the consensus to benefit investors." Morningstar selected the 2012 Allocation Fund Manager of the Year based on the performance of the manager's fund in 2012 and its risk-adjusted performance over longer time periods (i.e., 3, 5, and 10 years as applicable) and a history of aligning the fund's interests with shareholders'. In addition, all nominated funds must have received a Morningstar Analyst Rating of Gold, Silver, or Bronze; these ratings are based on an evaluation of five key pillars: process, performance, people, parent, and price, which Morningstar's analysts use to identify funds they believe are more likely to outperform over the long term on a risk-adjusted basis. (For more detailed information about Morningstar's Analyst Rating, including its methodology, please go to http://corporate.morningstar.com.) Nominated funds in the Allocation Funds category invest in multiple asset classes, such as stocks, bonds, and cash, etc. The Fund Manager of the Year award winners are chosen based on Morningstar's proprietary research and in-depth qualitative evaluation by its fund analysts.

©2012 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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