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February 14, 2016 6:53 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
Chief Financial Officer and Senior Vice President
Senior Vice President and Director
Senior Vice President and Chief Compliance Officer
Age: 55
Managing Director, Director of Equity Portfolio Management Group, and Portfolio Manager
Compensation as of Fiscal Year 2015.

Charles Schwab Investment Management, Inc. Key Developments

Schwab Annuity Portfolios, Special/Extraordinary Shareholders Meeting, Dec 11, 2015

Schwab Annuity Portfolios, Special/Extraordinary Shareholders Meeting, Dec 11, 2015., at 09:00 Pacific Standard Time. Location: 211 Main Street. Agenda: To appoint Tamu Dawson, Jennifer Hafner, Catherine MacGregor and Alexandra Riedel, and each of them; and to consider the other items.

Schwab to Launch First Global Real Estate Mutual Fund to Track a Fundamentally Weighted Index

Charles Schwab Investment Management, Inc. announced that it will expand its index mutual fund lineup with the launch of the Schwab Fundamental Global Real Estate Index Fund (SFREX). The new fund is the only U.S.-based real estate fund to apply the Russell Fundamental Index(R) Series to a broad-based, global portfolio of real estate securities. Managed by CSIM, the Schwab Fundamental Global Real Estate Index Fund will track the Russell Fundamental Global Select Real Estate Index. The index, which comprises more than 200 real estate companies in 20 countries, measures the performance of residential and commercial real estate companies and real estate investment trusts (REITs) in U.S. and non-U.S. markets, including developed and emerging markets, using a fundamentally weighted methodology. Products using fundamentally weighted strategies generally fall into the category of smart or strategic beta investing; they break the link with price by weighting securities based on economic factors such as adjusted sales, retained operating cash flow, and dividends plus buybacks, rather than by market capitalization.

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