Investment Insights

Investment Insights

Strategic beta ETFs have created a complex landscape for you to navigate. Using an illustrative tool can help you select the right strategic beta ETFs to integrate into your clients' portfolios.
Investment Insights

The appeal of low fees has driven an explosion of new bond ETF offerings, which enables investors to achieve similar exposures to individual bond portfolios—but with lower costs and more diversification.

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Investment Insights

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

Strategic beta ETFs have created a complex landscape for you to navigate. Using an illustrative tool can help you select the right strategic beta ETFs to integrate into your clients' portfolios.
Investment Insights

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

An explanation of key distinctions between the Dimensional Fund Advisors strategy and the approach employed by the Schwab Fundamental Index products.
Investment Insights

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

Plan sponsors and their advisors should re-examine risk exposures in TDFs after a decade of rising equity markets has concealed their potential downside risk in less favorable markets.
Investment Insights

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

While the low interest rate environment has helped fuel returns, it may also present pitfalls. Three Schwab professionals share their thoughts about the low interest rate backdrop and what it might mean for investors.
Investment Insights

The appeal of low fees has driven an explosion of new bond ETF offerings, which enables investors to achieve similar exposures to individual bond portfolios—but with lower costs and more diversification.