Not all strategies are created equal
Target-date fund insights
A long-term strategic approach
Target-date funds can offer participants a diversified portfolio solution and provide the benefits of professional management at a great value. Read our white paper to discover more about how they work and who can benefit.
Choose the right target-date fund for your plan.
Target-date funds are a conceptually simple, yet sophisticated, retirement tool. Learn more about the unique benefits they provide and how to select the best option for your participants in this Q&A with Jake Gilliam, client Portfolio Strategist at Charles Schwab & Co., Inc
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Follow the link below to explore Schwab’s target-date fund products.
Strategic beta expertise
Insights for analyzing the market
Strategic beta strategies continue to proliferate. This white paper discusses their rise and performance compared with market-cap strategies, explores how strategies differ, and provides insights on things to consider when selecting smart beta funds.
Learn more about Fundamental Index® strategies.
Anthony Davidow, at Charles Schwab & Co., Inc., discusses the evolution of rules-based, factor-oriented Fundamental Index strategies as an alternative or complement to traditional cap-weighted strategies and active portfolio management. Inc.
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Follow the links below to access further information on the benefits of a strategic beta approach to fund construction and learn about Schwab’s Fundamental Index® products.