Fund Boards Follow Strong Governance Practices to Best Serve Shareholders Study from IDC and ICI Examines Trends in Fund Governance Practices Since 1994 Washington, DC, October 19, 2011 - Fund governance practices continue to evolve to the benefit of funds and their shareholders, and...
Fund Boards Follow Strong Governance Practices to Best Serve Shareholders Study from IDC and ICI Examines Trends in Fund Governance Practices Since 1994 Washington, DC, October 19, 2011 - Fund governance practices continue to evolve to the benefit of funds and their shareholders, and...
ICI Study: Mutual Fund Shareholders Remain Cautious But Steady Since the Financial Crisis Washington, DC, October 13, 2011 - U.S. mutual fund–owning households became less tolerant of investment risk in the three years since the financial crisis in 2008, according to a newly updated...
Investment Company Institute Launches ICI Global, First Trade Body to Focus Exclusively on Global Fund Industry Dan Waters, Former FSA Senior Regulator, Appointed Managing Director; Jamie Broderick, Head of J.P. Morgan Asset Management in Europe, to Chair Steering Committee Washington...
Gregory Johnson Elected as ICI Chairman New Members Elected to Board of Investment Company Institute Washington, DC, October 6, 2011 - The Investment Company Institute’s Board of Governors has elected Gregory Johnson, President and CEO, Franklin Resources, Inc., to serve as ICI...
Independent Directors Council Names Vice Chair and Four New Governing Council Members Washington, DC, October 6, 2011 - The Governing Council of the Independent Directors Council (IDC) has elected Susan B. Kerley as its Vice Chair. Ms. Kerley is an independent director of Legg Mason...
ICI Statement on Introduction of the Tax Hike Prevention & Business Certainty Act Washington, DC, October 5, 2011 - Investment Company Institute President and CEO Paul Schott Stevens today made the following statement on the introduction of the H.R. 3091 and S. 1647, bills that would...
IDC and ICI Paper Examines Board Oversight of Risk Management Washington, DC, October 4, 2011 - Clear, ongoing communication between a fund’s board and adviser is key to effective oversight of risk management, according to a paper recently published by the Independent Directors...
Retirement Assets Total $18.2 Trillion in Second Quarter 2011 Washington, DC, September 30, 2011— Total U.S. retirement assets were $18.2 trillion as of June 30, 2011, up about $70 billion, or 0.4 percent, in the second quarter of 2011. Retirement savings accounted for 37 percent of...
ICI Research: Age-Appropriate Asset Allocation Typical in Traditional IRAs Washington, DC, September 19, 2011 - Investors in traditional IRAs are, for the most part, investing age appropriately, with younger investors tending to have a higher proportion of their accounts allocated to...
