Investment Insights

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

Investment Insights

The sharp evolutionary growth of passive investment strategies has accelerated since 2000, while drawing criticism from some market pundits. This paper tackles six of these criticisms, offering a perspective on what such pundits may be missing.
Investment Insights

Consider harnessing the potential benefits that ETFs can add to your clients’ portfolios while helping them stay invested and focused on their long-term goals.
Behavioral finance

After an unprecedented period of market turbulence and societal turmoil, this year’s behavioral finance survey gives us a unique backdrop in which to consider the effects of behavioral finance on advisors and their clients.

Investment Insights content

Investment Insights

Learn how index ETFs passed yet another episode of extreme market volatility during the pandemic and served their function as investment vehicles, risk-transfer mechanisms and price-discovery beacons.
Investment Insights

An overview of Repurchase Agreements and how they are used in Money Market Funds.
Investment Insights

Participants in defined contribution plans often misallocate their equity exposures if left to their own asset-allocation decisions, based on our work with investors. Learn more with this infographic.
Investment Insights

The sharp evolutionary growth of passive investment strategies has accelerated since 2000, while drawing criticism from some market pundits. This paper tackles six of these criticisms, offering a perspective on what such pundits may be missing.
Investment Insights

There are critical differences in practices and policies across exchange-traded fund providers. These nine questions can help you determine whether and how the ETF provider seeks to provide successful outcomes for clients.
Investment Insights

Schwab Money Funds only invest in securities that the research team has independently deemed to be of minimal credit risk.
Investment Insights

Consider harnessing the potential benefits that ETFs can add to your clients’ portfolios while helping them stay invested and focused on their long-term goals.
Investment Insights

Charles Schwab Investment Management is committed to supporting Money Market Fund Reform initiatives and to the continued success of our investors.
Behavioral finance

After an unprecedented period of market turbulence and societal turmoil, this year’s behavioral finance survey gives us a unique backdrop in which to consider the effects of behavioral finance on advisors and their clients.

Find Investment Insights content