October 5, 2023—The Independent Directors Council (IDC) announced today that it has re-elected Cynthia R. Plouché as Chair and elected William R. Ebsworth as Vice-Chair of its Governing Council for the 2023–2024 fiscal year.
October 5, 2023—The Board of Governors of the Investment Company Institute (ICI) announced today that George H. Walker, Chairman and CEO of Neuberger Berman, has been elected to serve as the next Chair of the ICI Board of Governors.
October 3, 2023—There’s a reason that stoplights don’t flash red, yellow and green at the same time—it’s a surefire recipe for collisions and congestion. Overlaps and redundancies between the string of new rule proposals from Chair Gary Gensler’s Securities and Exchange Commission are...
ICI brought together nearly 600 tax and accounting professionals from September 17–20 for the 2023 Tax and Accounting Conference, hosted in San Antonio, Texas. This annual event educates attendees on the latest trends and information their firms need to succeed in the asset management...
September 28, 2023—Employers play a significant role in designing diverse investment lineups in 401(k) plans, according to an updated study from BrightScope, an ISS Market Intelligence business, and the Investment Company Institute (ICI). The study, The BrightScope/ICI Defined...
September 26, 2023—ICI, the leading global association representing regulated investment funds, has named Lori Kearns as a Director in the Government Affairs Department. Kearns will handle retirement security and tax policy issues, helping lead outreach to Democrats on Capitol Hill...
Like the products themselves, exchange-traded fund (ETF) and mutual fund investors share many commonalities. In fact, most ETF-owning households also own mutual funds, using both vehicles to achieve similar goals. However, recent ICI survey data shed light on some important...
September 20, 2023–ICI President and CEO Eric Pan released the following statement regarding the Securities and Exchange Commission’s (SEC) vote to adopt reforms to the Fund Names rule.
September 14, 2023—ICI President and CEO Eric J. Pan issued the following statement regarding Securities and Exchange Commission (SEC) Chair Gary Gensler’s testimony to the US Senate Banking Committee this week, in which Gensler repeated his unsupported assertion that mutual funds...
ICI has named Rochelle “Shelly” Antoniewicz as its new Deputy Chief Economist. Antoniewicz will work with ICI’s Chief Economist Sean Collins in leading ICI’s research department, including continuing to oversee the Institute’s work on the structure and trends of the fund industry and...
