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T. Rowe Price Partners with Aspida to Expand Insurance Reach, P&I Reports

  • Editor
  • Feb 4
  • 2 min read

What's happening: Investment giant T. Rowe Price and its alternative credit arm Oak Hill Advisors have formed a strategic partnership with life insurance and annuity provider Aspida Holdings, according to Pensions & Investments.


Why it matters:

  • Strategy shift: This marks T. Rowe Price's deeper push into the insurance sector, expanding beyond traditional asset management

  • Market evolution: The partnership signals growing convergence between asset management and insurance sectors, as firms seek new growth avenues

  • Scale potential: Combined expertise could lead to innovative insurance-linked investment products for institutional clients


The key moves:

  • Asset management: T. Rowe Price and Oak Hill will manage portions of Aspida's public and private assets

  • Product development: Partners will collaborate on new investment solutions, though specific details remain undisclosed

  • Ownership: T. Rowe Price maintains its existing minority stake in Aspida


By the numbers:

  • Scale: T. Rowe Price manages $1.6 trillion in assets as of December 2023

  • Insurance assets: Aspida holds $19 billion in total assets

  • Specialist expertise: Oak Hill oversees $71 billion in credit strategies


Key players:

  • T. Rowe Price: Lead investment partner, bringing broad market expertise and substantial AUM

  • Oak Hill Advisors: Alternative credit specialist and T. Rowe subsidiary

  • Aspida Holdings: Insurance platform backed by Ares Management

  • Ares Management: Provides investment management and capital solutions through its insurance unit


Key quote:

  • Strategic vision: "We are excited about the potential of this strategic partnership with Aspida and its implications for our broader growth in insurance" - Rob Sharps, CEO of T. Rowe Price


The wrap: This partnership represents a significant strategic shift for T. Rowe Price, positioning the firm to capitalize on growing opportunities in the insurance sector while leveraging its investment expertise and Oak Hill's credit capabilities to develop new revenue streams.

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