Charles Schwab Investment Management (CSIM) is one of the nation's largest money market fund managers. CSIM provides oversight for the instutitonal-style, sub-advised Laudus Funds® family and manages Schwab Funds® mutual funds, including nine funds that utilize our award-winning Schwab Equity Ratings® for investment selection.
CSIM Facts
- Clients: Individual investors, financial advisors, corporate retirement plans, offshore customers, other financial intermediaries and Schwab Bank
- Management: Marie Chandoha, President and Chief Executive Officer-CSIM
- Client Assets: $200.2 billion in total assets as of Mar. 31, 2012
- Headquarters: San Francisco
Schwab Funds
Schwab Funds is one of the largest mutual fund managers in the United States. Managed by Charles Schwab Investment Management (CSIM), Schwab's asset-management arm, Schwab Funds offers an array of investment strategies to help investors meet their financial goals. Investment strategies include: equity index funds, actively managed equity funds using Schwab Equity Ratings, market track and target portfolios (asset allocation funds), fixed income funds and money market funds.
Laudus Funds
Laudus Funds opens the door to the expertise of some of the world's leading investment managers — all in one fund group. Using a rigorous selection process, the Laudus management team identifies and selects only the industry's most experienced, proven investment managers, including renowned institutional money managers. The Laudus management team and subadvisers adhere to highly disciplined management approach to ensure that the Funds are managed to optimize performance in diverse market conditions. The Laudus Group fund line-up is uniquely architected to meet the needs of investment advisers and sophisticated investors to deliver an uncommon collection or world-class equity funds. Laudus Funds are designed to work as core and complementary components of a portfolio, depending on an investor's long-term financial plan.
Fact Sheets
- The Charles Schwab Corporation
- Investor Services
- Institutional Services
- Charles Schwab Bank
- Charles Schwab Investment Management
- Charles Schwab Foundation
On Schwab.com
Charles Schwab Investment Management
211 Main Street
San Francisco, CA 94105