GREG LAURENCE: With over 30 years of investment management experience, Schwab Asset Management is one of the largest and most experienced asset managers. We offer a deliberate lineup of straightforward core investment products, as well as sophisticated, customizable solutions. We strive to be a trusted ally for you and your clients, and a steadfast advocate for investors. We use our scale to help drive down costs, and we use our experience, behavioral data, and unique insights to deliver value.
We are passionate about supporting advisors, and our goal is to provide you with products and resources to help you deliver exceptional experiences to your clients.
At Schwab Asset Management, we’re probably best known for our expertise in managing ETFs. We launched our first ETF in 2009, and our lineup has evolved to include 30 options. Most of our ETFs are designed to be straightforward, low-cost investment products that can serve as the core of a client’s investment portfolio. We offer traditional market cap-weighted ETFs, as well as strategic beta funds, like our Fundamental Index products, powered by methodologies from Rob Arnott and Research Affiliates.
VOICE OVER: ETFs are just part of our product suite. Our lineup includes over 100 strategies covering different asset classes, management styles, and investment vehicles. We offer money market, fixed income, equity, and multi-asset class strategies that span the risk return spectrum, enabling you to build client portfolios to address a range of different investment goals. We offer traditional index investment options for advisors and clients who are looking for a low-cost way to build a diversified portfolio. Our strategic beta funds provide a low-cost alternative approach to traditional market cap-weighted investing. We also offer actively managed investment options for investors seeking to potentially outperform the market. Our product line includes a choice of investment vehicles too, which gives you options as you consider each client’s needs. We offer ETFs, mutual funds, collective investment trusts, model portfolios, separately managed accounts, and unified managed accounts.
GREG: Our products can be used to help clients pursue a range of investment goals, like generating a regular income stream with strategies such as a fixed income bond ladder from Wasmer Schroeder Strategies, adding personalization to a portfolio with direct indexing, or managing liquidity. As you address client needs, we have resources to help you. You can talk to one of our subject matter specialists, or tap our suite of expert insights and thought leadership. Our value-add programs are another great resource.
VOICE OVER: To get more information on our products and solutions or explore our extensive advisor resources, please check out our website, schwabassetmanagement.com. There you can access our product finder tool, fund fact sheets, and regulatory documents. You’ll also find market commentary, expert insights and thought leadership, as well as information about our value-add programs. Another great resource is your Schwab representative who can answer your questions and connect you with resources and experts around our firm.
GREG: Thanks for taking a quick tour of our products and solutions, and we look forward to hearing from you.
Disclosures
For institutional use only - not for further distribution.
Investors in mutual funds and ETFs should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can obtain a prospectus by visiting schwabassetmanagement.com/prospectus. Please read it carefully before investing.
Not all Schwab ETFs can be considered core investments. Certain Schwab ETFs may provide a complement to core investments. Schwab Thematic ETFs and Schwab Actively Managed ETFs have complex investment strategies. Please review each fund's prospectus and Statement of Additional Information to fully understand its investment objective, investment strategy and principal risks. Please visit www.schwabassetmanagement.com to learn more.
Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. Shares of ETFs are not individually redeemable directly with the ETF. Shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV).
You could lose money by investing in the Schwab Money Funds. All Schwab Money Funds, apart from Schwab Government Money Market ETF, seek to preserve the value of your investment at $1.00 per share, but cannot guarantee they will do so. All Schwab Money Funds with the exception of Schwab Government Money Fund, Schwab Retirement Government Money Fund, Schwab U.S. Treasury Money Fund, Schwab Treasury Obligations Money Fund, Schwab Government Money Market Portfolio and Schwab Government Money Market ETF may impose a fee upon the sale of your shares if the Fund’s board or its delegate determines that the fee is in the best interests of the Fund. An investment in the Schwab Money Funds is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Schwab Money Funds' sponsor has no legal obligation to provide financial support to the Funds, and you should not expect that the sponsor will provide financial support to the Funds at any time.
There can be no assurance that the Fundamental Index methodologies will achieve their desired outcomes. Each investing strategy brings with it its own set of unique risks and benefits.
Each RAFI Fundamental High Liquidity Index (each an Index) is a service mark of RAFI Indices, LLC or its affiliates (collectively, RAFI) and has been licensed for use by Charles Schwab Investment Management, Inc. The intellectual and other property rights to each Index are owned by or licensed to RAFI. The Schwab Fundamental Index Funds are not sponsored, endorsed, sold or promoted by RAFI, its agents or service providers (collectively, the RAFI Parties). The RAFI Parties: (i) make no representation or warranty as to the results to be obtained from the use of an Index or otherwise; and (ii) shall not be liable (whether in negligence or otherwise) to any person for any error in an Index. For full disclaimer, please see the funds’ statements of additional information.
Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets.
Strategies that use screening exclude certain investments and therefore may not be able to take advantage of the same opportunities or market trends as strategies that do not use screens. There can be no assurance that the strategies will achieve their desired outcomes. Each investing strategy brings with it its own set of unique risks and benefits.
Portfolio Management for the Wasmer Schroeder Strategies is provided by Charles Schwab Investment Management, Inc., dba Schwab Asset Management®, a registered investment adviser and an affiliate of Charles Schwab & Co., Inc. (“Schwab”). Both Schwab Asset Management and Schwab are separate entities and subsidiaries of The Charles Schwab Corporation.
Bond ladder strategies, depending on the types and amount of securities within, may not ensure adequate diversification of your investment portfolio. This potential lack of diversification may result in heightened volatility of the value of your portfolio.
Schwab Asset Management® is the dba name for Charles Schwab Investment Management, Inc., the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. Schwab Funds are distributed by Charles Schwab & Co., Inc. (Schwab) Member SIPC. Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). Schwab Asset Management and Schwab are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation, and are not affiliated with SIDCO.
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