Asset Management

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- Retirement professional
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Asset Management

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Chart in a Minute

Why consider a tactical, global asset allocation approach?

Around the world, economies, growth, inflation, and asset class returns are constantly in flux. As a result, an active investment strategy that considers global opportunities may make sense to consider. This client-approved chart provides a potential conversation starter.

Investment Insights

Choosing the right crypto-related ETF

How do you choose the right crypto-related ETF? This short paper is designed to help investors understand existing crypto-related ETFs, the differences and relationships between blockchain and cryptocurrencies, and how a crypto-related fund may complement a diversified portfolio.

Chart in a Minute

Chart in a Minute: An upside of Federal Reserve rate hikes

After sharp losses early in 2022, U.S. bonds are at their highest yields in more than a decade, which may bode well for fixed income investors if the Federal Reserve stalls the U.S. economy. This client-approved chart provides a conversation starter.

Investment Insights

Better Together: Fundamental and Market-Cap Indexing

In this client-approved paper, we discuss why we believe a prudent investment strategy should include a combination of both market-cap and fundamentally weighted indices.

Investment Insights

9 key questions to ask an ETF provider

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.

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

Methodology Distinctions Between Fundamental Index® and DFA Investment Approaches

An explanation of key distinctions between the Dimensional Fund Advisors strategy and the approach employed by the Schwab Fundamental Index products.

Investment Insights

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.

Investment Insights

Index ETFs successfully navigated COVID-19-induced market volatility event

Learn how index ETFs passed yet another episode of extreme market volatility during the pandemic and served their function as investment vehicles, risk-transfer mechanisms and price-discovery beacons.

Investment Insights

5 ways to enhance your portfolio with ETFs

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

Money Market Fund Reform: What you should know

Charles Schwab Investment Management is committed to supporting Money Market Fund Reform initiatives and to the continued success of our investors.

Investment Insights

Is fundamental indexing a better way in this market?

Fortune explains the difference between cap-weighted and fundamental index strategies.