Decision Science in Investing: Omar Aguilar on Building Schwab Asset Management

Bullish Gator

Omar Aguilar discusses using decision sciences to build trust, grow Schwab Asset Management to over $1T, and guide clients through today’s markets.

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What stands out

Omar Aguilar explains how a doctorate in decision sciences shapes the way Schwab Asset Management builds products and talks to clients, with a clear focus on building trust and nudging people toward long-term goals. He recounts scaling Schwab Asset Management to more than $1T in assets under management while using behavioral insights to simplify choices for investors. The most interesting moment is his concrete description of applying decision frameworks, what to automate, what to humanize, while steering clients through recent market volatility.