In 2010, Stock Fund Expense Ratios Dropped; Bond Fund Expense Ratios Were Flat Washington, DC, March 24, 2011 - Mutual fund investors in 2010 paid lower average expense ratios in stock funds, but bond fund expense ratios remained unchanged, according to an annual ICI report on fund...
Workers Likely to Value Retirement Savings Have Pension Access ICI Study Looks at Factors Affecting Workers’ Savings Preferences, Availability of Plans Washington, DC, March 24, 2011 - Updating research first released in 2008, an Investment Company Institute (ICI) study illustrates...
Financial Awards Available for Washington, DC High School Students Participating in Financial Education Program Washington, DC, March 7, 2011 - Today marks the first day that high-school students can complete the online 2011 National Financial Capability Challenge, a joint education...
Fairfax County Public Schools to Receive ICI Education Foundation Investor Education Grant Washington, DC, March 4, 2011- Fairfax County Public Schools will receive more than $23,000 from the Investment Company Institute Education Foundation (ICIEF) grant program designed to advance...
ICI Encourages Participation in “America Saves Week” Washington, DC, February 14, 2011 - The Investment Company Institute, the national association of mutual funds and other investment companies, is encouraging Americans to assess their personal savings and set a savings goal as part...
Retirement Assets Total $16.6 Trillion in Third Quarter Washington, DC, January 31, 2011 - Americans held $16.6 trillion in retirement assets at the end of the third quarter of 2010, accounting for 36 percent of all household financial assets in the United States, the Investment...
ICI Study: Some U.S. Households Making More Conservative Financial Decisions Since 2008 Economic Downturn Survey Also Shows Continued Confidence in 401(k) System, Commitment to Saving Washington, DC, January 27, 2011 - During the past three years of stressed economic conditions and...
Money Market Funds’ “Shadow Prices” Fluctuate Regularly; Historical Data Show Limited Movement A Variety of Factors Can Affect Funds’ Portfolios Washington, DC, January 25, 2011 - Forthcoming disclosures are likely to increase investors’ awareness of money market funds’ portfolios and...
ICI to Host Webinar to Present New Research on Money Market Funds’ “Shadow Pricing” and Historical Data Washington, DC, January 20, 2011 - The Investment Company Institute (ICI) will host a webinar and conference call on Tuesday, January 25 to present new research on money market...
ICI Statement on Appointment of Eileen Rominger as Director of the SEC’s Division of Investment Management Washington, DC, January 18, 2011 - Investment Company Institute President and CEO Paul Schott Stevens today made the following statement on the appointment of Eileen Rominger as...
