I’m sure you noticed that we’ve renamed this conference. What used to be called the “Mutual Funds and Investment Management Conference” is now simply the “Investment Management Conference.” This change reflects a simple reality. While mutual funds still comprise the bulk of our...
Eric J. Pan, president and CEO of the Investment Company Institute (ICI), issued the following statement on the death of Edward C. “Ned” Johnson III, chairman of Fidelity Investments and member of ICI’s Board of Governors.
The average expense ratios of equity, hybrid, and bond mutual funds—including both actively managed and index equity and bond mutual funds—have declined significantly over the past 25 years, according to an updated research report from the Investment Company Institute (ICI).
US residents that invest in mutual funds. ICI survey data on the daily activities of bond mutual funds during March 2020 indicate that this assertion does is incorrect. Our survey data—by far and away the most detailed data brought to bear on this narrative—show that the Treasury...
Antitrust authorities are considering serious changes to the antitrust rules that, if enacted, would cause significant disruption and new costs for investors saving in mutual funds and other investment products. Yes, they’re startling. Their proposal presents not only a real threat to...
Investment Company Institute (ICI) President and CEO Eric J. Pan issued the following statement in response to the Securities and Exchange Commission (SEC) proposing a framework for corporate disclosure of climate change–related data.
I would like to begin by acknowledging the tragic situation taking place in Ukraine. I think many of us have some connection to Ukraine. In my case, I spent time in Kyiv in 2018 at the invitation of the Ukrainian National Securities and Stock Market Commission. I was asked to advise...
Since the onset of the COVID-19 pandemic in spring 2020, American households faced numerous disruptions and financial stress. In March 2020, policymakers acted to allow easier access to retirement accounts to help Americans impacted by COVID-19 through the difficult financial times...
The Investment Company Institute (ICI) has named John Emling as chief government affairs officer to lead the Institute’s outreach to Congress and other policymakers on financial services, tax, pension, and other issues affecting regulated funds and their more than 100 million...
The Investment Company Institute (ICI) has named Joanne Kane as chief industry operations officer (CIOO) to lead the Institute’s operations staff on industry initiatives related to transfer agency, investor servicing, clearing and settlement, custody, fund accounting and reporting...
