When analyzing the complex and unprecedented market activity of March 2020, it is vital to use comprehensive and accurate data to understand bond mutual funds’ transactions in the Treasury market. Using figures published by the Federal Reserve, commentators have argued that mutual...
New ICI research provides a detailed picture of bond mutual funds’ role in the fixed-income markets during March 2020. ICI urges regulators to use this information when considering policies to enhance the resilience of markets. Otherwise, policies based on inaccurate data or inapt...
As Valentine’s Day approaches, many wonder how to best express their love. Sure, dozens of roses, chocolates, or a Shakespearean sonnet would bring happiness this Valentine’s Day, but you might want to consider—whether for yourself or your spouse—a contribution to an individual...
Defined contribution (DC) plan participants’ contribution activity remained strong through the first three quarters of 2021 according to ICI’s “Defined Contribution Plan Participants’ Activities, First Three Quarters of 2021.” This ongoing study tracks contributions, withdrawals, and...
ICI issued a statement in response to the Securities and Exchange Commission (SEC) proposing to accelerate the settlement cycle to trade plus one (T+1).
How strong is the empirical evidence supporting the theory of common ownership? Proponents believe that common ownership poses anticompetitive concerns, but others have challenged the hypothesis and the statistical methods used to test the hypothesis, data errors, and lack of evidence...
The Investment Company Institute Education Foundation (ICIEF) is excited to award two grants through its partnership with the Toigo Foundation. The recipients, Jessica Liang, MBA candidate at the University of Michigan Ross School of Business (class of 2023), and Joel Sebagala, MBA...
ICI President and CEO Eric J. Pan issued the following statement today on the appointment of William Birdthistle as the next Director of the Division of Investment Management of the US Securities and Exchange Commission (SEC).
