Schwab Institutional division
In a continuation of our long relationship with Charles Schwab, we recently revamped the naming architecture of the entire Schwab Institutional division. While less known than its retail business, the institutional side of Schwab provides services to tens of thousands of investment managers and financial advisors, accounting for billions of dollars of assets. Our work simplified the Institutional product offering, established a new product line structure, clarified and modified existing names and created new ones, and set up guidelines for future new product naming.