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At Charles Schwab Investment Management, we believe in a straightforward approach to asset management. That’s why we offer a focused lineup of core products and solutions for building the foundation of a portfolio. As one of the industry’s largest and most experienced asset managers, we put client needs first and are committed to lowering costs and reducing unnecessary complexity on behalf of all investors and the financial professionals who serve them. As of June 30, 2020, Charles Schwab Investment Management, Inc. managed approximately $524.7 billion on a discretionary basis and approximately $16.1 billion on a non-discretionary basis. CSIM provides non-discretionary advisory services to the Schwab Trust Bank Collective Investment Trusts, including research and recommendations relating to asset allocation, portfolio construction, cash-flow monitoring and advisor selection and retention. Some trusts include multiple unit classes.

Jonathan de St. Paer

President of Charles Schwab Investment Management

Award Category
Asset Managers: New Product Development

Fixed Income ETF Launch

The Schwab 1-5 Year Corporate Bond ETF (SCHJ) was one of only two cap-weighted investment grade corporate bond ETFs to launch in 2019 – a year with very few fixed income ETF launches. The fund provides simple access to corporate fixed income securities that have a remaining maturity between 1-5 years. A straight-forward, low-cost fund offering potential tax-efficiency, it was designed to serve as part of the core of a diversified portfolio. SCHJ launched in 2019 with an expense ratio of 0.06% – among the lowest OERs in the fund’s projected Morningstar category. In December, SCHJ lowered its expense ratio to 0.05%, providing investors a new way to invest in short-term investment grade corporate bonds at an ultra-low cost.

Click here for important disclosures and to obtain a prospectus
Fixed Income Foundations
With market conditions, it is an opportune time to revisit your clients’ fixed income allocation.
High-Quality Fixed Income Wins Again
Do actively or passively managed bond strategies offer a portfolio better risk protection in market downturns?
9 Key Questions to Ask an ETF Provider
Access 9 key questions to ask your ETF provider to help with the success of your clients investments.

About the Initiative

Guided Income Solutions℠ (GIS) is a turnkey, bucketed investment solution designed to deliver steady and tailored cash flows to clients planning for retirement. The bucketed investing framework provides an intuitive approach to converting clients’ nest eggs into an automatic income replacement based on their personal financial goals; the buckets automatically rebalance to systematically reduce risk and accommodate investors’ needs. GIS provides an alternative to annuities; delivering an investment approach that is flexible, liquid, and cost-effective.

GIS aims to transform and enhance current retirement income solutions, to: