Remarks at a Reception in Honor of Paul Schott Stevens Paul Schott Stevens President and CEO Investment Company Institute November 20, 2019 Ambassador’s Residence, Embassy of the United States Tokyo, Japan As prepared for delivery. Thank you very much, Steve [Steve Knode, Commercial...
For this year's 2019 Annual Report to Members, four members of ICI's retirement team sat down to discuss ICI's legislative, regulatory, research, and communications activities to advocate for well-informed public policies that help Americans prepare for retirement....
What follows is an abridged version of a letter by ICI Chairman George C. W. Gatch and ICI President and CEO Paul Schott Stevens that was released in ICI&'s 2019 annual report. To read their full letter, please see ICI's 2019 Annual Report to Members....
Your story “Elizabeth Warren Healthcare Plan Sparks Outcry over 401(k) Tax Hike” accurately exposes a financial transaction tax (FTT) as a burden on retirement and everyday savers. The article, however, only scratches the surface on the ways this tax would harm savers.
Closed-end funds are in vogue once again. Legislators, regulators, and fund sponsors are turning to the structure as a promising vehicle for retail investment and capital formation. And recent government actions are positive steps that can lead to a deeper pool of closed-end funds...
Washington, DC; November 4, 2019—The Investment Company Institute Education Foundation (ICIEF), through its partnership with the Toigo Foundation, has awarded grants to two Toigo fellows, Kushagra Aniket, a master of business administration (MBA) candidate in the Columbia Business...
This month, the ICI Education Foundation celebrates 30 years of developing, delivering, and promoting investor education. As part of our yearlong celebration, we will be sharing an ICI Viewpoints post each month that explains a basic concept of investing, drawn from the ICI Education...
Generation X and Baby Boomers Head Two-Thirds of Mutual Fund–Owning Households, New Study Shows Washington, DC; October 29, 2019—In 2019, two-thirds of mutual fund–owning households were headed by Generation X or Baby Boomers, according to new survey results released today by the...
Thanks to innovation and a competitive market, 401(k) mutual fund fees keep falling. ICI has a window into this information through our study of the cost of providing 401(k)s, in which we take a close look at the expenses and fees of mutual funds incurred by 401(k) plan investors, and...
Welcoming Remarks 2019 Fund Directors Conference Dawn M. Vroegop Chair, IDC Governing Council Independent Director, Brighthouse Funds and Dreihaus Funds October 22, 2019 Chicago, IL As prepared for delivery. Good morning, and welcome to IDC’s 2019 Fund Directors Conference! Thank you...
