Have you ever done one small, smart thing that ended up making a huge difference in your future? I'm not talking about blind luck—like buying a ticket that turns out to be the winner in the (currently) $1.6 billion Mega Millions. No, I'm talking about small, smart decisions that can...
ICI President and CEO Paul Schott Stevens issued the following statement on the vote by the Financial Stability Oversight Council (FSOC) to remove Prudential Financial’s systemically important financial institution (SIFI) designation:
Welcome and Opening Remarks Dawn M. Vroegop Chair, IDC Governing Council Independent Director, Brighthouse Funds and Dreihaus Funds October 16, 2018 2018 IDC Fund Directors Conference Chicago, IL As prepared for delivery. Hello and good morning! Two weeks ago, it was my honor to be...
George C. W. Gatch Elected Chairman of ICI Five New Members Elected to ICI Board of Governors Washington, DC; October 8, 2018—The Board of Governors of the Investment Company Institute (ICI) has elected George C. W. Gatch, CEO of J.P. Morgan Asset Management’s global funds and global...
Independent Directors Council Names Dawn Vroegop as Chair and Elects Two Governing Council Members Washington, DC; October 8, 2018—The Governing Council of the Independent Directors Council (IDC) has elected Dawn Vroegop as its Chair. Vroegop, who has served as IDC Vice Chair for the...
Policymakers and regulators at the US Securities and Exchange Commission (SEC) have renewed their interest in proxy voting issues recently. Among the items under discussion at an upcoming SEC Roundtable is the idea that a fund would only be allowed to vote on portfolio company proxies...
Keynote Address: 2018 ICI Tax and Accounting Conference Susan Olson General Counsel Investment Company Institute October 1, 2018 San Diego, CA As prepared for delivery. Hello and good morning! If I didn’t get an opportunity to speak with you at last night’s reception, welcome to San...
ETF-Owning Households Tend to Be Younger, Confident, and Self-Reliant, Embracing Stock Investing Washington, DC; September 28, 2018—Households that own exchange-traded funds (ETFs) tend to be younger than households that hold mutual funds outside of retirement accounts, according to a...
ICI Applauds House Passage of Family Savings Act of 2018 Legislation will make it easier for small employers to offer retirement plans Washington, DC; September 27, 2018—The US House of Representatives today approved the Family Savings Act of 2018 (H.R. 6757). Investment Company...
ICI Strongly Supports Proposed SEC ETF Rule New Regulations Will Promote Consistency, Transparency, and Efficiency in the Marketplace and Strengthen Investor Protections Washington, DC; September 24, 2018—The Investment Company Institute (ICI) offered strong support for a rule...
