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  • Issues & Advocacy

    Issues & Advocacy

    Stay informed of the policy priorities ICI champions on behalf of the asset management industry and individual investors.

    • Key Policies
      • Ensuring Tax Fairness and Financial Security
      • Establishing Certainty in Financial Regulations
      • Expanding Access to Private Markets
      • Modernizing Disclosure for a Digital World
      • Retirement Fairness for Educators and Nonprofit Employees
      • Standing Up for Main Street Investors and Retirement Savers
      • Strengthening Global Markets
    • State Policies
    • Comment Letters
    • Amicus Briefs
    Latest Comment Letters:
    Image
    test 3
    Comment Letter

    TEST - ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland

    March 11, 2025
    test news
    Comment Letter

    ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland

    March 11, 2025
    test 2
    Comment Letter

    ICI Response to the European Commission on the Savings and Investments Union

    March 6, 2025
  • Research

    Research

    Explore research from ICI’s experts on industry-related developments, trends, and policy issues.

    View all Research

    • Closed-End Funds
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      • 401(k)s
        • Employee Benefit Research Institute (EBRIC) /ICI 401(k) Database
        • The ICI/ISS Defined Contribution Plan Profile
        • 401(k) Plan Services, Fees, and Expenses
      • Defined Contribution Plan Investors
      • Defined Contribution Plan Participant Activities
      • Household View on Retirement Savings
      • Income from Retirement Plans
      • Retirement Plan Coverage and Participation
      • Understanding the US Retirement System
    • Exchange-Traded Funds
      • ETF Ownership
    • Fees and Expenses
    • IRAs
      • IRA Investors
      • The IRA Investor Database™
      • The Role of IRAs in US Households’ Saving for Retirement
    • Money Market Funds
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      • Mutual Fund Ownership
    • Statistics
      • ICI Subscriptions
      • 529 Plan Program Statistics
      • ETFs
        • Weekly Combined Estimated ETF and Long-Term Flows
        • Weekly Estimated ETF Net Issuance
        • Monthly Exchange-Traded Fund Data
      • Monthly Trend Data Files
      • Mutual Funds
        • Institutional Mutual Fund Shareholder Data
        • Monthly Mutual Fund Complex Assets
        • Quarterly Worldwide Mutual Fund Market
        • Quarterly Long-Term Mutual Fund Asset Composition
        • Quarterly Mutual Fund Distributions
        • Weekly Estimated Long-Term Mutual Fund Flows
      • Quarterly Retirement Market Data
      • Quarterly Closed-End Fund Assets
      • Unit Investment Trust Data
      • Weekly Money Market Fund Assets
    • Publications
      • ICI Research Perspective
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    • Global
      • Global Industry Research
    Featured Publication
    ICI Default BG
    Publication

    Fundamentals for Newer Directors 2014 (pdf)

    The latest edition of ICI’s flagship publication shares a wealth of research and data on trends in the investment company industry.

    February 26, 2014
    Latest Research
    ICI Default BG
    ICI Quarterly Update

    ICI Quarterly Update, April 2025

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    ICI Default BG
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    ICI Default BG
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     Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.

    • 401(k)
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    • Cybersecurity
    • Disclosure
    • DOL Fiduciary Duty Rule
    • ESG
    • Exchange-Traded Funds
    • Financial Services Regulatory
    • Financial Transaction Tax
    • Fraud Prevention
    • Global Retirement
    • Individual Retirement Account
    • Innovation
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    • Processing Fees
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    • Shortened Settlement Cycle
    • Target Retirement Date Funds
  • News & Opinions

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    View all News and Opinions

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    Latest News:
    Image
    test news
    News Release

    ICI Welcomes Congressional Review of Outdated Dodd-Frank Act in Capitol Hill Testimony

    August 8, 2025
    ICI Default BG
    News Release

    ICI Congratulates Brian Quintenz on His Confirmation as CFTC Chair

    July 24, 2025
    Video file
    File MIME Type
    video/mp4
    ICI Viewpoints

    A Closer Look at the Facts Shows a More Optimistic Outlook for the US Retirement System

    March 11, 2025
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    ICI Innovate

    February 3-5

    Registration is Now Open for 2025 ICI Innovate

    ICI Innovate brings together multidisciplinary experts to explore how emerging technologies will impact fund operations and their implications for the broader industry.

    ICI Innovate is participating in the Emerging Leaders initiative, offering a heavily discounted opportunity for the next generation of asset management professionals to participate in ICI’s programming.

    The Emerging.

    Employee Avatar
    Naseem Nixon
    Vice President, Associate Counsel & CCO
    Capital Group
    Employee Avatar
    Naseem Nixon
    Vice President, Associate Counsel & CCO
    Capital Group
    Employee Avatar
    Naseem Nixon
    Vice President, Associate Counsel & CCO
    Capital Group
    Employee Avatar
    Naseem Nixon
    Vice President, Associate Counsel & CCO
    Capital Group
    Title
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    Aug 4

    ICI Affiliate Event

    Clone of Clone of Non Mutual Fund Night at the Ballpark: Wrigley Field

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    ICI Affiliate Event

    Clone of Clone of Clone of Non Mutual Fund Night at the Ballpark: Wrigley Field

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    Issues & Advocacy

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    Stay informed of the policy priorities ICI champions on behalf of the asset management industry and individual investors.

    • Key Policies
      Key Policies
      • Ensuring Tax Fairness and Financial Security
      • Establishing Certainty in Financial Regulations
      • Expanding Access to Private Markets
      • Modernizing Disclosure for a Digital World
      • Retirement Fairness for Educators and Nonprofit Employees
      • Standing Up for Main Street Investors and Retirement Savers
      • Strengthening Global Markets
    • State Policies
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    Explore research from ICI’s experts on industry-related developments, trends, and policy issues.

    View all Research

    • Closed-End Funds
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        401(k)s
        • Employee Benefit Research Institute (EBRIC) /ICI 401(k) Database
        • The ICI/ISS Defined Contribution Plan Profile
        • 401(k) Plan Services, Fees, and Expenses
      • Defined Contribution Plan Investors
      • Defined Contribution Plan Participant Activities
      • Household View on Retirement Savings
      • Income from Retirement Plans
      • Retirement Plan Coverage and Participation
      • Understanding the US Retirement System
    • Exchange-Traded Funds
      Exchange-Traded Funds
      • ETF Ownership
    • Fees and Expenses
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      IRAs
      • IRA Investors
      • The IRA Investor Database™
      • The Role of IRAs in US Households’ Saving for Retirement
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      • ETFs
        ETFs
        • Weekly Combined Estimated ETF and Long-Term Flows
        • Weekly Estimated ETF Net Issuance
        • Monthly Exchange-Traded Fund Data
      • Monthly Trend Data Files
      • Mutual Funds
        Mutual Funds
        • Institutional Mutual Fund Shareholder Data
        • Monthly Mutual Fund Complex Assets
        • Quarterly Worldwide Mutual Fund Market
        • Quarterly Long-Term Mutual Fund Asset Composition
        • Quarterly Mutual Fund Distributions
        • Weekly Estimated Long-Term Mutual Fund Flows
      • Quarterly Retirement Market Data
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     Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.

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    • Closed-End Fund
    • Commodity Investments
    • Common Ownership
    • Cybersecurity
    • Disclosure
    • DOL Fiduciary Duty Rule
    • ESG
    • Exchange-Traded Funds
    • Financial Services Regulatory
    • Financial Transaction Tax
    • Fraud Prevention
    • Global Retirement
    • Individual Retirement Account
    • Innovation
    • Liquidity Risk Management Program Rule
    • Money Market Fund
    • Processing Fees
    • Proxy Voting
    • Shortened Settlement Cycle
    • Target Retirement Date Funds
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Fact Sheet

Limited Access Is Key to Retirement Saving Success (pdf)

May 11, 2021
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