Vivienne Hsu

Senior Portfolio Manager

Charles Schwab Investment Management, Inc.

Vivienne Hsu is a member of the management team that oversees the family of Schwab Funds® that tap into Schwab's proprietary stock research methodology — Schwab Equity Ratings®.  In that role, she manages assets across nine mutual funds.

 

Hsu joined Charles Schwab Investment Management, Inc. from American Century Investment, where she was vice president, portfolio manager and senior quantitative analyst.  While at American Century, Hsu served as co-manager of the Income and Growth Fund, the Equity Growth Fund and the Small Company Fund. Combined, these funds totaled more than $10 billion under management.  Prior to her work with American Century, Hsu served as a consultant at Barra, a financial risk management solutions provider.

 

Hsu received a Master of Business Administration degree from University of California, Berkeley and is a Chartered Financial Analyst (CFA) charterholder.

 

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.

 

Charles Schwab Investment Management, Inc. is an affiliate of Charles Schwab & Co., Inc. (member SIPC); both are subsidiaries of The Charles Schwab Corporation (NASDAQ: SCHW).