Investment Management

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Insights and News

Ensuring you have the insights, news, and research you need.

Insight and News
Charts in a Minute

Chart in a Minute

A simple visual that can help illustrate technical market perspectives.

Chart in a Minute: Are behavioral finance biases limiting your financial future?

Use this chart as a conversation starter with clients about identifying and treating behavioral finance biases. Approved for client use.
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Jonathan de St. Paer,

Featured insights

Jonathan de St. Paer,
President

Why behavioral finance is important in today's market environment

In honor of Behavioral Finance Week, I spoke to Omar Aguilar, our CIO of Equities and Multi-Asset Strategies, to discuss behavioral finance concepts and why it's important to understand them in this market environment.
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Investment insights

Read the latest research, perspectives, and analysis from our investment professionals.

Investment Insights

High-quality fixed income wins again

Do actively managed bond strategies offer better risk protection than passively managed bond strategies in market downturns? Data from COVID-19 and the 2008 financial crisis say, “No.”
Investment Insights

Fixed income foundations: Four sectors in perspective

Today's environment is provoking some confusion about fixed income. Use this paper as a primer for talking with clients about fixed income opportunities.
Investment Insights

Market crises may create diversification opportunities

One potential opportunity is Fundamental Index® strategies, which may help reduce the negative effects of behavioral finance biases that can crop up during a market crisis like COVID-19.
Investment Insights

5 Things to Consider When Selecting TDFs for Your Retirement Plan

A checklist of five things we think are important for sponsors to consider when choosing target date funds.

ETFs
Mutual Funds
Collective Investment Trusts
Money Market Funds
Index Performance
Strategic Beta
Active
Multi-Asset
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The latest from the Schwab Center for Financial Research (SCFR)

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News and events

See news highlights and learn about upcoming events.

Press Releases

Schwab index funds, trust bank earn key roles in $375 million private college 529 plan

Charles Schwab announced today its role in the $375 million conversion of Private College 529 Plan, a unique college savings program collectively owned by nearly 300 private colleges and universities nationwide.
Press Releases

Schwab Expands Low-Cost Access to Fixed Income with Three New Exchange-Traded Funds

Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, is launching three new fixed income exchangetraded funds (ETFs).
Press Releases

Step Away from the Headlines: Advisors Say Being Easily Influenced by Recent News and Events is #1 Investing Misstep

Advisors can play key role in helping clients understand common behavioral biases and establish guardrails to avoid emotional decision-making.
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Leadership insights

Keep updated on valuable insights from our leadership team—from the latest on the global markets and asset management industry, to behavioral finance and investor biases.

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Jonathan de St. Paer

President
Learn more about Jonathan

Omar Aguilar, Ph.D.

Senior Vice President Chief Investment Officer of Passive Equity and Multi-Asset Strategies
Learn more about Omar

Brett Wander, CFA

Senior Vice President, Chief Investment Officer of Fixed Income
Learn more about Brett