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 Charles Schwab & Co. experts Liz Ann Sonders (Chief Investment Strategist), Kathy Jones (Chief Fixed Income Strategist) and Jeffrey Kleintop (Chief Global Investment Strategist).

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View Schwab Market Talk replays >

Liz Ann, Jeffry and Kathy

Chart in a Minute

A simple visual that can help illustrate technical market perspectives.

 

Is a value rotation on the horizon?

Can the stock market’s narrow leadership continue in the second half of 2023? Use this client-approved chart to talk about the potential value rotation on the horizon.

Stopwatch Illustration

5 tips to help boost your success with women investors

Unconscious assumptions can cause conversational missteps. A few quick tips can help you connect with women clients and support their satisfaction.

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People building a giant puzzle

Investment insights

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

Investment Insights

Is a value rotation on the horizon?

Can the stock market’s narrow leadership continue in the second half of 2023? Use this client-approved chart to talk about the potential value rotation on the horizon.
Investment Insights

Long live the 60/40 portfolio!

The 60/40 portfolio offers the potential for attractive risk-adjusted returns by including a mix of stocks and bonds, an investment approach that we believe remains alive and well.
Omar Aguilar, Ph.D.
Chart in a Minute

An intermediate-term bond opportunity?

Can longer-term bonds expect better sailing later this year? Use this client-approved chart to strike up a conversation about the potential opportunity.
Behavioral finance

Lessons in behavioral finance: Confirmation Bias

Are your clients trying to convince themselves of a specific economic outcome? Confirmation bias may be to blame. Learn about potential ways to help and investment solutions from our behavioral finance expert, Omar Aguilar, PhD.

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 Delivers Enhanced Direct Indexing Capabilities to RIAs

Today, June 8, 2023, Schwab adds a digitized experience to Schwab Personalized Indexing™ for advisors and new ways to personalize client portfolios.
Press Releases

Schwab Announces Personalization and Digital Capabilities for Schwab Personalized Indexing™

Today, March 30, 2023, Charles Schwab announces new enhancements to Schwab Personalized Indexing™, its direct indexing solution with tax-loss harvesting and portfolio management capabilities.
Press Releases

Schwab Asset Management announces Zero Capital Gains Distributions for Schwab ETFs for 2022

Today, December 16, 2022, Schwab Asset Management announces there will be no capital gains distributions for the 2022 tax year by any of the 29 exchange-traded funds (ETFs).
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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, CFA

Brett Wander

CIO of Fixed Income and Tactical Solutions
Learn more about Brett