Asset Management

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Insights and News

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

Insight and News

Best practices to help win women investors

Women investors are a surging market—and top advisors are tailoring their practices accordingly. Our new study with Cerulli Associates uncovers their top strategies.

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Schwab Market Talk

Advisors, you’ve got questions. We’ve got answers. Join our monthly webcast series to get your market and economic inquiries addressed by Schwab experts Liz Ann Sonders, Kathy Jones and Jeffrey Kleintop.

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Charts in a Minute

Chart in a Minute

A simple visual that can help illustrate technical market perspectives.

Chart in a Minute: Is it time for a value shift?

Are your clients’ portfolios prepared for the sector rotation from growth to value? Use this client-approved chart to facilitate conversations about the potential benefits of Fundamental Index® strategies.
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Omar Aguilar

Omar Aguilar, Ph.D.

Senior Vice President, Chief Investment Officer of Passive Equity and Multi-Asset Strategies

Loss aversion and confirmation bias: Emotion in motion

Unprecedented and uncertain are two conditions that not only describe 2020 but can also activate behavioral biases. This edition of our recurring behavioral finance insights examines loss aversion and confirmation bias in the context of COVID-19.
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Brett Wander

Brett Wander, CFA

Senior Vice President, Chief Investment Officer of Fixed Income

CIO mid-2020 outlook—The COVID-19 continuum

Focusing on the longer term and maintaining an appropriately diversified portfolio are potentially good first steps for the current COVID-19 continuum. Read what our CIOs are watching out for in the second half of 2020.
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Investment insights

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

Behavioral finance

BeFi Barometer 2021

Amid ongoing social and economic uncertainty, this year’s survey - BeFi Barometer 2021 - reflects the benefits advisors are reporting by employing behavioral finance techniques to align clients’ emotions and help them achieve their long-term goals.
Chart in a Minute

Chart in a Minute: Is it time for a value shift?

Are your clients’ portfolios prepared for the sector rotation from growth to value? Use this client-approved chart to facilitate conversations about the potential benefits of Fundamental Index® strategies.
Investment Insights
ETF Know:How

Positioning client portfolios for a potential market cycle change

It’s an important time for advisors to consider whether client portfolios are positioned for a potential market cycle change where value and international stocks may take over performance leadership from growth and domestic equities.
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Chart in a Minute: Value seems set to outperform in 2021

After more than a decade of substantial outperformance by U.S. growth stocks, U.S. value stocks have recently been recapturing the performance spotlight. Is your portfolio prepared for a potential fundamental value shift?
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

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News and events

See news highlights and learn about upcoming events.

Press Releases

BeFi Barometer 2021: Behavioral Finance techniques help advisors cement relationships and keep clients on track

The surge in biases may have helped advisors see the benefits of behavioral finance techniques more clearly.
Press Releases

Schwab Asset Management launches Schwab International Dividend Equity ETF (SCHY)

Schwab Asset Management announced today that the Schwab International Dividend Equity ETF (SCHY) started trading on the NYSE Arca.
Press Releases

Charles Schwab Investment Management to launch Schwab International Dividend Equity ETF

Charles Schwab Investment Management, Inc. (CSIM) announced today the Schwab International Dividend Equity ETF (SCHY) is expected to begin trading on or around April 29, 2021.
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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
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Omar Aguilar

Omar Aguilar, Ph.D.

Managing Director, Chief Investment Officer, Head of Investments
Learn more about Omar
Brett Wander

Brett Wander, CFA

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