Recent news and events

Stay up to date on what's happening at Charles Schwab Investment Management.

 
 

Charles Schwab Investment Management receives Lipper Fund Awards

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9 partners for the next decade

Schwab recognized by Morningstar as a differentiated fund provider with low-cost, repeatable investment strategies.

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Best places to work in money management

Charles Schwab Investment Management has been named to Pensions & Investments’ list of best places to work.

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What are low-cost leader Schwab’s ETF milestones, goals?

Now the 5th largest provider of ETFs, Schwab has become a disruptive force in the ETF industry.

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Explore all news & events

Morningstar recognizes Charles Schwab Investment Management as promising partner for next decade.

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Marie Chandoha talks about simplifying CSIM’s product set, lowering fees and women in finance.

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Now the 5th largest provider of ETFs, Schwab has become a disruptive force in the ETF industry.

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Marie Chandoha, CSIM President and CEO, the 4th most powerful woman in finance by American Banker.

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Charles Schwab Investment Management named to Pensions & Investments’ list of best places to work.

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Jake Gilliam talks with PLANADVISER about how target date fund evaluation has changed since the financial crisis.

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Understanding smart beta strategies as ETF industry evolves

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John Sturiale talks with PLANSPONSOR about key target date fund trends taking place within the industry today.

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Marie Chandoha, CSIM President and CEO, in CFA Institute Magazine: Ask For It!

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Press releases

  • 2016
  • 2017
  • 2018
12/19/2014 | Schwab ETFs report Zero Capital Gains Distribution Read More >
12/16/2015 | Schwab Announces Zero Capital Gains Distributions for Schwab ETFs Read More >
10/9/2015 | Charles Schwab Investment Management Issues Update on Money Market Fund Reform Read More >
12/19/2016 | Charles Schwab Investment Management Announces Zero Capital Gains Distributions for Schwab ETFs™ for Seventh Consecutive Year Read More >
12/12/2016 | Charles Schwab Investment Management Recognized as a Best Place to Work by Pensions & Investments Read More >
03/23/2016 | LIEIX Receives Lipper Fund Award 2016. Read the press release >
12/15/2017 | Charles Schwab Investment Management announces zero capital gains distributions for Schwab ETFs™ for eighth consecutive year Read More >
12/11/2017 | Charles Schwab Investment Management recognized as a Best Place to Work by Pensions & Investments Read More >
12/1/2017 | Schwab Expands Index Mutual Fund Line-up Read More >
10/5/2017 | Schwab Unveils the Schwab 1000 Index® ETF Read More >
4/19/2017 | Schwab to Liquidate Two Funds Read More >
3/24/2017 | Charles Schwab Investment Management honored with four Lipper Fund Awards Read More >
12/10/2018 | Charles Schwab Investment Management recognized by Pensions & Investments as a Best Place to Work in Money Management for three consecutive years Read More >
2/28/2018 | Charles Schwab Investment Management receives Lipper Fund Awards Read More >

Press contacts

Alison Wertheim

415-667-0475

Erin Montgomery

212-403-9271

Quarterly update

Q3 2018 CSIMple Scorecard a snapshot of views and trends
Omar Aguilar, CIO,
Equities and Multi-Asset Strategies
Brett Wander, CIO,
Fixed Income

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