Asset Management

Asset Management
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Insights and News

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

Insight and News

Schwab Market Talk

Advisors, join our monthly webcast series to get your market and economic questions answered by Schwab experts Liz Ann Sonders, Kathy Jones and Jeffrey Kleintop.

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Chart in a Minute

A simple visual that can help illustrate technical market perspectives.

 

Will value outperform in 2022? >

After an extraordinary span of underperformance of value relative to growth, is it time to reexamine your client’s exposure to U.S. value strategies? Use this client-approved chart to strike up a conversation about the potential opportunity.

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Read the latest insights from Omar Aguilar, Ph.D.

Stay up to date with the latest insights from Omar Aguilar, Ph.D., Chief Executive Officer and Chief Investment Officer of Schwab Asset Management.

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Omar Aguilar

Read the latest insights from Brett Wander, CFA

Stay up to date with the latest insights from Brett Wander, CFA, Managing Director and Chief Investment Officer of Fixed Income Strategies

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Investment insights

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

Investment Insights

What are the major influences on Municipal Money Market Yields?

Learn about the major influences on Municipal Money Market Fund yields.
Chart in a Minute

Chart in a minute: The potential benefits of small-cap value diversification

Are rising inflation and interest rates taking a toll on your clients’ portfolios? Use this client-approved chart to strike up a conversation about the potential benefits of adding small-cap value stocks.
Chart in a Minute

Chart in a Minute: Will value outperform in 2022?

After an extraordinary span of underperformance of value relative to growth, is it time to reexamine your client’s exposure to U.S. value strategies? Use this client-approved chart to strike up a conversation about the potential opportunity.
Chart in a Minute

Chart in a Minute: The potential benefits of international equities

Aided by a sea change in fiscal policy, the potential for a high tide of growth is likely to help float the global economy in 2022, which bodes well for international equities. Use this chart to talk with your clients about the investment opportunity.
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

See all research from the Schwab Center for Financial Research

News and events

See news highlights and learn about upcoming events.

Press Releases

Schwab launches Schwab Personalized Indexing™

Charles Schwab today announced Schwab Personalized Indexing™, a new direct indexing solution with powerful tax management and portfolio management capabilities now available to a wider spectrum of registered investment advisors and retail investors.
Press Releases

Schwab Asset Management announces ETF Share Splits

Schwab Asset Management, the asset management arm of The Charles Schwab Corporation, is announcing forward share splits on five Schwab ETFs.
Press Releases

Schwab expands its Fixed Income offering with the launch of five Wasmer Schroeder™ Strategies

New additions include two positive impact strategies, bringing new choices for clients who want to align their investments with their values.
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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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Rick Wurster

Rick Wurster

President, The Charles Schwab Corporation, Head of Schwab Asset Management Solutions
Learn more about Rick
Omar Aguilar

Omar Aguilar, Ph.D.

Chief Executive Officer and Chief Investment Officer
Learn more about Omar
Brett Wander

Brett Wander, CFA

Managing Director, Chief Investment Officer, Fixed Income Strategies
Learn more about Brett