January 24, 2017 12:23 PM ET

Capital Markets

Company Overview of Charles Schwab Investment Management, Inc.

Company Overview

Charles Schwab Investment Management, Inc. is a privately owned investment manager. The firm primarily provides its services to individuals. It also caters to high net worth individuals, investment companies, pension and profit sharing plans, and pooled investment vehicles. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It launches and manages equity, fixed income, and balanced mutual funds for its clients. The firm also launches and manages hedge funds and exchange traded funds for its clients. The firm invests in the public equity, fixed income, and hedging markets across the globe. For its fixed income portion, it invests in U.S. treasuries, munici...

211 Main Street

San Francisco, CA 94105

United States

Founded in 1989

Key Executives for Charles Schwab Investment Management, Inc.

President and Chief Executive Officer
Age: 54
Chief Financial Officer and Senior Vice President
Senior Vice President and Director
Senior Vice President and Chief Compliance Officer
Age: 56
Managing Director, Director of Equity Portfolio Management Group, and Portfolio Manager
Compensation as of Fiscal Year 2016.

Charles Schwab Investment Management, Inc. Key Developments

Charles Schwab Investment Management, Inc. Appoints Fiona Mulhall, Rory Mason and Barbara to the Board

The Board of Directors of the Charles Schwab Investment Management, Inc. announced that Fiona Mulhall, Rory Mason and Barbara Healy has been appointed to the Board with effect from 30 November 2016. Fiona Mulhall was Head of the Investments Funds & Debt Securities division with Investec Capital & Investments (Ireland) Ltd. He acted as an external consultant to service providers within the funds industry and has been acting as an independent Non-Executive Director, to a range of investment funds. Rory Mason is Managing Director of GillenMarkets. Prior to this, he was Managing Director of Key Capital Private from 2006 to 2014 and also held various senior management positions in ABN AMRO. Barbara Healy is currently serving as a non-executive director to Irish, Luxembourg and Cayman domiciled funds. Prior to this, she was Global Head of Operations for JPMorgan Hedge Fund Services incorporating the role of Executive Director and Head of Technical Solutions EMEA and Asia. During Ms. Healy's tenure assets grew from $5 billion to $100 billion, positioning the firm as a top-tier service provider in the hedge fund administration market. Ms. Healy previously ran operations for Tranaut Fund Administration Ltd. (2002-2004) which was subsequently acquired by JPMorgan, and before this was Director of Accounting for SEI Investments Europe. Ms. Healy has also worked in fund accounting positions in Banker's Trust and Chase Manhattan.

Charles Schwab Investment Management, Inc. Presents at RiskHedge USA 2016, Sep-20-2016 04:15 PM

Charles Schwab Investment Management, Inc. Presents at RiskHedge USA 2016, Sep-20-2016 04:15 PM. Venue: Manhattan NYC, An Affinia Hotel, 371 7th Avenue, New York, NY 10001, United States. Speakers: Amit Deshpande, Head of Investment Risk.

Charles Schwab Investment Management Announces the Launch of Schwab Target Index Funds

Charles Schwab Investment Management announced the launch of Schwab Target Index Funds – a new series of index-based target date mutual funds constructed with low-cost Schwab ETFs as underlying investments. The new funds are the lowest-cost target date mutual funds available to employer-sponsored retirement plans, with an across-the-board expense ratio of just eight basis points (0.08%) and no minimum investment requirements regardless of plan size. The new series includes funds with target retirement dates between 2010 and 2060 in five-year increments. The underlying assets in Schwab Target Index Funds are primarily Schwab’s market-cap index ETFs, each of which has the lowest operating expenses in its respective Lipper category. It is the result of this construction that allows CSIM to offer the new funds at such low prices.

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