IDC Leaders Support SEC Fund Governance Rules Washington, DC, June 23, 2004 – Leaders of the Independent Directors Council support the SEC’s rule adoptions today aimed at strengthening the role of mutual fund independent directors. James H. Bodurtha, an independent director with...
Mutual Funds Hold 22 Percent Share of U.S. Retirement Market Assets Mutual Fund Retirement Assets Reach Record $2.7 Trillion Washington, DC, June 22, 2004 - Strong stock market returns and heavy net cash flow boosted retirement assets invested in mutual funds 28 percent in 2003 to a...
ICI President Addresses the Road Ahead for America’s Mutual Funds in National Press Club Speech Stevens Calls for Rededication to First Principles and Fiduciary Responsibility Washington, June 15, 2004 - In his first speech since becoming President of the Investment Company Institute...
“America’s Mutual Funds: The Road Ahead” Paul Schott Stevens President, Investment Company Institute June 15, 2004 National Press Club Washington, DC Good afternoon. Thank you for this opportunity to speak at the National Press Club. The Press Club is a distinguished forum for...
ICI President Addresses the Road Ahead for America’s Mutual Funds in National Press Club Speech Stevens Calls for Rededication to First Principles and Fiduciary Responsibility Washington, June 15, 2004 - In his first speech since becoming President of the Investment Company Institute...
Investment Company Institute President to Address National Press Club Luncheon Stevens to Focus on Mutual Fund Reform and the Future of America’s Fund Industry Washington, DC, June 4, 2004 – Paul Schott Stevens, the new president of the Investment Company Institute, will be the...
Stevens Assumes Leadership of Investment Company Institute Former General Counsel Succeeds Matthew Fink as 4th President Washington, DC, June 1, 2004 – Paul Schott Stevens today succeeded Matthew P. Fink as the President of the Investment Company Institute. Fink is retiring after 33...
ICI Supports SEC Action on Codes of Ethics and Breakpoint Discounts Washington, DC, May 26, 2004 – The following is a statement from Investment Company Institute President Matthew P. Fink: “We commend the SEC for its approval today of new rules to require all investment advisers to...
DRAFT May 26, 2004 Ms. Gretchen Morgenson The New York Times 229 West 43rd Street New York, New York 10036 Dear Ms. Morgenson: I write to you as the Chairman of the Independent Directors Council. There were a number of inaccuracies in your May 23rd column, “A Great Fund (For Them, Not...
Final Letter to ICI Members from Matt Fink Washington, DC, May 24, 2004 - In a final message to ICI members, Institute President Matthew P. Fink reflected on his tenure and the future of the industry: “As you know, I will be retiring as President of the Institute at the end of this...
