General Investing >> Money Manager Interviews >> April 25, 2005

V.HSU / L.MANO – CHARLES SCHWAB INVESTMENT MANAGEMENT

VIVIENNE HSU is a Vice President and Senior Portfolio Manager for Charles Schwab Investment Management (CSIM). She is part of the senior equity management team that oversees the family of Schwab Funds that tap into Schwab's proprietary stock research methodology ' Schwab Equity Ratings. She joined CSIM from American Century Investment in Mountain View, California, where she was Vice President, Portfolio Manager and Senior Quantitative Analyst. While at American Century, she served as co-Manager of the Income and Growth Fund, the Equity Growth Fund and the Small Company Fund, totaling more than $10 billion under management. Prior to her work with American Century, she served as a consultant at Barra, a financial risk management solutions provider. She holds an MBA degree from the Haas School of Business at the University of California, Berkeley. She also holds the Charter Financial Analyst designation. Profile
LARRY MANO is a Vice President and Senior Portfolio Manager for Charles Schwab Investment Management. He joined the firm in 1998 as Portfolio Manager, Equity Index Group. His responsibilities include overseeing management of the various Schwab Equity Index Funds and day-to-day management of Schwab's actively managed equity funds. Prior to joining Charles Schwab Investment Management, Mr. Mano was the Vice President and Principal at Wilshire Associates, Inc., in the Institutional Services Group. There he directed product development and client servicing of analytical tools to aid in the management of structured equity and equity indexed portfolios. He worked with large institutional organizations, investment management firms and public funds. Mr. Mano has a Bachelor of Science degree in Business Administration with an emphasis on Investments and Finance from California State University at Long Beach. Profile
TWST: Would you start with a brief overview of Charles Schwab investment

management and your respective responsibilities there?

Mr. Mano: Charles Schwab Investment Management (CSIM) is an