Investment Insights
Read the latest research, perspectives and analysis from our investment professionals.
Investment Insights content
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
Schwab Money Funds only invest in securities that the research team has independently deemed to be of minimal credit risk.
Investment Insights
Consider harnessing the potential benefits that ETFs can add to your clients’ portfolios while helping them stay invested and focused on their long-term goals.
Investment Insights
Charles Schwab Investment Management is committed to supporting Money Market Fund Reform initiatives and to the continued success of our investors.
Behavioral finance
After an unprecedented period of market turbulence and societal turmoil, this year’s behavioral finance survey gives us a unique backdrop in which to consider the effects of behavioral finance on advisors and their clients.
Investment Insights
An explanation of Form - and the events that would lead to its filing.
Investment Insights
Fortune explains the difference between cap-weighted and fundamental index strategies.
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
One potential opportunity is Fundamental Index® strategies, which may help reduce the negative effects of behavioral finance biases that can crop up during a market crisis like COVID-19.