Core Insights - Goldman Sachs Asset Management and T. Rowe Price Group have launched their first co-branded model portfolios, marking the beginning of their strategic alliance announced in September 2025 [1][6] Group 1: Portfolio Details - The co-branded model portfolios are available through GeoWealth's unified managed account platform, enabling Registered Investment Advisors to offer diversified portfolios within a single account [2] - Four portfolios currently available include the "Goldman Sachs T. Rowe Price Dynamic ETF Portfolio," "Tax-Aware Dynamic ETF Portfolio," "Dynamic Hybrid Portfolio," and "Tax-Aware Dynamic Hybrid Portfolio," targeting mass-affluent and high-net-worth clients [3] - A fifth model portfolio, "Goldman Sachs T. Rowe Price High Net Worth Portfolio," is set to launch in the first half of 2026, specifically designed for high-net-worth investors [4] Group 2: Strategic Collaboration - The collaboration follows Goldman Sachs' $1 billion strategic investment in T. Rowe Price, aimed at developing new investment products and expanding wealth-channel offerings [6] - The partnership combines Goldman's Multi-Asset Solutions team expertise with T. Rowe Price's retirement and wealth management capabilities, providing advisors with coordinated support from over 200 wholesalers and dedicated model specialists [5] Group 3: Performance Metrics - Over the past six months, shares of Goldman Sachs and T. Rowe Price have increased by 42.4% and 13.1%, respectively, outperforming the industry growth of 25% [8]

Core Insights - Goldman Sachs Asset Management and T. Rowe Price have launched four co-branded model portfolios aimed at mass affluent and high-net-worth investors, marking the beginning of a strategic alliance announced in September [1][2] - The model portfolios include a mix of mutual funds and ETFs, specifically the Goldman Sachs T. Rowe Price Dynamic ETF Portfolio, Tax-Aware Dynamic ETF Portfolio, Dynamic Hybrid Portfolio, and Tax-Aware Dynamic Hybrid Portfolio [2] - A fifth model, the Goldman Sachs T. Rowe Price High Net Worth Portfolio, is planned for launch in the first half of 2026, focusing on high-net-worth investors [3] Company Strategy - The collaboration aims to leverage the expertise of both firms to enhance offerings in the wealth management channel, assisting investors in achieving long-term financial goals [4] - Advisors utilizing these model portfolios will benefit from coordinated support and resources from both companies, including wholesalers and dedicated model specialists [5] Market Context - The model portfolio market is valued at $7.7 trillion, with third-party models accounting for 24% of this total as of Q3 2025, indicating a growing reliance on such products by advisors [6] - There is a trend among asset managers to launch new model portfolios, often in partnership, to combine public and private assets [6]