ICI Appoints Peter J. Gunas Director, Retirement Security & Tax Policy Washington, DC, April 11, 2005 - The Investment Company Institute, the national association of the mutual fund industry, today announced the appointment of Peter J. Gunas III as Director, Retirement Security and...
ICI General Membership Meeting, Largest Gathering of Mutual Fund Industry, Scheduled for May 11-13 Washington, DC, April 6, 2005 – The Investment Company Institute’s 2005 General Membership Meeting (GMM) will be held Wednesday, May 11 through Friday, May 13 in Washington, DC. The...
ICI Supports SEC Adoption of Trade-Through Rule Uniform Rule Will Increase Investor Protection Washington, DC, April 6, 2005 - The Investment Company Institute (ICI) today commended the Securities and Exchange Commission’s adoption of Regulation NMS, an initiative designed to...
ICI Comments on Point of Sale Disclosure Washington, DC, April 5, 2005 - The Investment Company Institute has filed a comment letter with the SEC on reproposed point of sale disclosure about the costs and potential conflicts of interest associated with the sale of mutual fund shares...
2005 Mutual Funds and Investment Management Conference Keynote Address by Paul Schott Stevens President, Investment Company Institute March 14, 2005 Palm Desert, CA It is a pleasure to help kick off the 40th annual Mutual Funds and Investment Management Conference, co-sponsored by the...
ICI President Issues Statement on SEC’s Adoption of Measure Aimed at Abusive Trading Washington, DC, March 3, 2005 - Investment Company Institute President Paul Schott Stevens today issued the following statement regarding the Securities and Exchange Commission’s adoption of a...
Answering The Global Challenge of A Secure Retirement by Paul Schott Stevens President, Investment Company Institute February 25, 2005 New Orleans, LA I’m delighted to be with you today at the World Trade Center, and to be home again in New Orleans. It’s a chance to speak before an...
ICI Releases Survey on 12b-1 Fees Study Finds 92 Percent of 12b-1 Fee Income Is Used to Compensate Financial Advisers and Others for Providing Shareholder Advice and Account Servicing Washington, DC, February 24, 2005 - The Investment Company Institute (ICI), the national association...
ICI Lauds Formation of the Financial Literacy Caucus Washington, DC, February 15, 2005 – The Investment Company Institute today announced its support for the creation of the Financial and Economic Literacy Caucus under the bipartisan leadership of caucus Co-Chairs, Congressmen Judy...
Individual Retirement Accounts: 30 Years of Savings An ICI Analysis of the Growth of IRAs Washington, DC, February 14, 2005 – In the 30 years since Americans first had the opportunity to open an Individual Retirement Account (IRA), the IRA has grown to represent one of every four...
