Michael Iachini | Charles Schwab

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Managing Director, Head of Manager Research

Chartered Financial Analyst (CFA®),

Certified Financial Planner (CFP®)

Schwab Center for Financial Research

Michael Iachini

Michael Iachini, CFA, CFP, leads the research effort on mutual funds, exchange-traded funds, separately managed accounts, and alternative investments. Michael's research team covers quantitative and qualitative evaluation of investment managers, as well as operational due diligence of money management firms. Michael also writes research articles for Schwab clients and represents Schwab's point of view on investment manager research, and Environmental, Social and Governance (ESG) investing in the media.

Prior to joining Schwab in 2004, Michael was a domestic equities analyst for the State Board of Administration of Florida. He holds an M.S. in Economics from Florida State University and a B.A. in International Affairs from Florida State University. He is a Chartered Financial Analyst (CFA) charterholder and a Certified Financial Planner (CFP).

ETFs

Should You Consider Nontraditional ETFs?

ETFs have evolved to offer access to niche and speculative areas of the market. Read about three recent developments: active ETFs, cryptocurrency ETFs, and thematic ETFs.

Investments

New Rules for Fund Names Take Aim at Greenwashing

The U.S. Securities and Exchange Commission recently expanded rules that require funds to invest the majority of their assets in investments that reflect the fund's name. Here's what to know.

ETFs

3 Ways to Build an All-ETF Portfolio

An index ETF-only portfolio can be a straightforward yet flexible investment solution.

Bonds

Understanding Bond Yield Measurements

What a bond pays can be calculated in many ways. Here are eight common measures, including yield to maturity and yield to call, for assessing a bond's yield relative to your goals.

ETFs

ETF vs. Mutual Fund: It Depends on Your Strategy

Support your strategy and portfolio by knowing when to invest in exchange-traded funds (ETFs), index funds, and actively managed mutual funds.

Mutual Funds

6 Things to Know About How Mutual Funds Work

How do mutual funds work? Learn about the tax on mutual funds, mutual fund prices, and how mutual funds make money.

Mutual Funds

Are Mutual Funds a Good Investment?

Mutual funds may be a good investment for anyone looking for diversification in their portfolios. Learn whether mutual funds can be the right investment for you.

Mutual Funds

What is a Mutual Fund?

What is a mutual fund? A mutual fund is a professionally managed fund that lets you pool your money with other investors to purchase a collection of securities. Learn more about mutual funds and their benefits.

ETFs

VIX ETFs: The Facts and Risks

Investors are fascinated by the VIX Index due to its tendency to spike during market turmoil. VIX ETFs exist but they track VIX index futures, instead of the index directly. Find out why this can be an issue.