M&A Deal Summary |
|
|---|---|
| Date | 2007-01-01 |
| Target | Global Real Analytics |
| Sector | Financial Services |
| Buyer(s) | Charles Schwab Investment Management |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 1991 |
| Sector | Financial Services |
Charles Schwab Investment Management, Inc. (CSIM) is an affiliate of Charles Schwab & Co. Inc. It is one of the nation's largest asset management companies and among the country's largest money market fund managers and is the third-largest provider of retail index funds. In addition to managing Schwab proprietary funds, CSIM provides oversight for the institutional-style, sub-advised Laudus Fund family. CSIM also manages over $1.2 billion in separately managed accounts. CSIM currently manages 69 mutual funds, including 40 actively-managed funds, and five separate account model portfolios.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector (Financial Services) | 1 of 1 |
| Type (Add-on Acquisition) | 1 of 1 |
| State (California) | 1 of 1 |
| Country (United States) | 1 of 1 |
| Year (2007) | 1 of 1 |
