The risk is that the regulator would invite itself into the management of savings vehicles By Susan Olson (As published in Financial Times, December 9, 2022) Names can be a beginning, yet they can only describe so much. To make investment decisions, an accurate description of the...
Americans using defined contribution (DC) plans to save for retirement stayed the course in the first three quarters of 2022 despite ongoing market volatility, the latest ICI survey data of plans covering more than 40 million participant accounts shows.
November 29, 2022—According to a new joint study from the Employee Benefit Research Institute (EBRI) and Investment Company Institute (ICI), entitled “401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2020,” at year-end 2020, 42 percent of 401(k) plan participants’...
On November 8–9, ICI hosted the 2022 Tech Summit, the first event ICI event celebrating the importance of financial technology within the asset management industry. Held in Dallas, TX, the conference brought together some of the top minds in the industry discussing a range of topics...
ICI Deputy General Counsel for Markets Sarah Bessin released the following statement today after the Securities and Exchange Commission (SEC) adopted rule amendments on proxy voting disclosure
Investment Company Institute (ICI) President and CEO Eric Pan released the following statement today after the Securities and Exchange Commission (SEC) proposed rule amendments around swing pricing:
Washington, DC; October 31, 2022—Average ongoing charges for UCITS in the European Union continued to fall in 2021, the latest ICI research shows. Ongoing charges are indirectly paid from fund assets and cover a range of services, including portfolio management, compliance costs, and...
The Securities and Exchange Commission’s job is to make markets work. But today’s SEC leadership—which as of August had proposed 26 new rules this year alone—is ignoring the real-world effects of its regulations on market participants. Its approach can be described as “regulation by...
Investment Company Institute (ICI) President and CEO Eric Pan released the following statement today after the Securities and Exchange Commission (SEC) adopted rule amendments around shareholder reports.
