SECURE Act Delivers Major Wins for American Savers Washington, DC; December 17, 2019—Investment Company Institute (ICI) President and CEO Paul Schott Stevens issued the following statement after the US House of Representatives passed the Fiscal Year 2020 Consolidated Domestic and...
In a letter that was released in ICI’s 2019 Annual Report to Members, IDC Governing Council Chair Dawn M. Vroegop recalls the tenure of Amy B. R. Lancellotta, the long-serving managing director of IDC, who will retire at the end of this month....
ICI Survey Shows Most Traditional IRA–Owning Households Have Planned Retirement Strategy Washington, DC; December 11, 2019—More than two-thirds of US households with traditional individual retirement accounts (IRAs) indicated that they have a strategy for managing their income and...
Talk about the differences between generations is a hot topic in today’s cultural conversation. And the Millennial and Baby Boomer generations are in the middle of a little generational warfare. But when it comes to owning mutual funds, are there really that many differences?
ICI Applauds FSOC Reforms of SIFI Designation Process Washington, DC; December 4, 2019—Investment Company Institute (ICI) President and CEO Paul Schott Stevens issued the following statement after the Financial Stability Oversight Council (FSOC) adopted revised interpretive guidance...
Welcoming Remarks 2019 ICI Securities Law Developments Conference Susan Olson General Counsel Investment Company Institute Washington, DC December 3, 2019 As prepared for delivery. Hello and good morning! I’m so happy you could join us here at ICI’s 2019 Securities Law Developments...
UCITS are an example of EU financial innovation and a global success story. With €10.1 trillion in total net assets, UCITS help global investors save for financial goals, including retirement, education, and housing.
You invest with the hope of earning a return on your investment. That opportunity invariably involves risk, including the possibility of losing some or all of the money you invested. Understanding these risks is an essential step toward successful investing. The second installment of...
Forces Shaping the Future of Global Asset Management: Demography, Technology, and Competition Paul Schott Stevens President and CEO Investment Company Institute November 25, 2019 Tsinghua University Beijing, China As prepared for delivery. Thank you for the very kind introduction and...
With the industry's interests bound ever more tightly to global trends, ICI pursues an active international agenda through its international arm, ICI Global. ICI’s international work in 2019 was a period of vigorous effort on a host of issues....
