Investment Insights

Investment Insights

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

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

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.
Investment Insights

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

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

Weighing the pros and cons of collective trust funds and customization in target date design.
Investment Insights

Inflation forecasts wax and wane, but the inflation-fighting benefits of Treasury Inflation-Protected Securities are constant.
Investment Insights

An explanation of Form - and the events that would lead to its filing.
Investment Insights

The active decisions that go into target date fund design can translate into meaningful differences in risks and results, even among passive target date funds.
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

Due to rampant proliferation—especially in newer multi-factor ETFs—strategic beta requires new dimensions of evaluation to tackle the increased challenges in portfolio implementation.