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Main navigation
  • Issues & Advocacy
    Issues & Advocacy

    Issues & Advocacy

    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
    • Comment Letters
    • Amicus Briefs
  • Research
    Research

    Research

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

    View all Research

    • Closed-End Funds
    • Defined Contribution Plans
      Defined Contribution Plans
      • 401(k)s
        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
    • IRAs
      IRAs
      • IRA Investors
      • The IRA Investor Database™
      • The Role of IRAs in US Households’ Saving for Retirement
    • Money Market Funds
    • Mutual Funds
      Mutual Funds
      • Mutual Fund Ownership
    • Statistics
      Statistics
      • ICI Subscriptions
      • 529 Plan Program Statistics
      • 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
      • Quarterly Closed-End Fund Assets
      • Unit Investment Trust Data
      • Weekly Money Market Fund Assets
    • Publications
      Publications
      • ICI Research Perspective
    • Investment Company Fact Book
    • Global
      Global
      • Global Industry Research
  • Resource Hubs
    Resource Hubs

    Resource Hubs

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

    • 401(k)
    • California Consumer Privacy Law
    • 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
  • News & Opinions
    News & Opinions

    News & Opinions

    Read ICI’s latest publications, press releases, statements, and blog posts.

    View all News and Opinions

    • News Releases
    • Opinions
      Opinions
      • ICI Viewpoints Blog
      • Op-Eds & Letters to the Editors
  • Events
    Events

    Events

    See ICI’s upcoming and past events.

    View all Events

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John Mari

Managing Director
Charles Schwab

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