Economists and legal scholars have issued pointed critiques and empirical rebuttals of the "common ownership" hypothesis—the notion that institutional investors holding small, non-controlling stakes in competing companies in concentrated industries decrease competition and raise...
ICI Seeks to Inform FTC Discussion on Common Ownership Comments describe how asset management operates, review existing literature, and caution against policy measures Washington, DC; August 20, 2018—The Investment Company Institute (ICI) submitted a comment letter to the Federal...
Investors Strongly Consider Fund Fees and Expenses When Making Mutual Fund Purchases Mutual Fund Investors Also Review Historical Performance of the Fund Washington, DC; August 15, 2018—The vast majority of mutual fund investors review fund fees and expenses when making their fund...
Individual retirement accounts (IRAs) represent the largest share of assets in the US retirement market, with assets totaling $9.2 trillion at year-end 2017. Forty-seven percent of this total is held in mutual funds, with IRA mutual fund investors primarily invested in equity funds...
ICI Supports Strong Protections for Retail Investors Recommends Refinements to SEC “Standards of Conduct” Proposals to Ensure Effective Framework for Investor Protection Washington, DC; August 7, 2018—The Investment Company Institute (ICI) supports recent efforts by the Securities and...
ICI Names New Executives to Lead ICI Global Washington, DC; London; Hong Kong; 24 July 2018—The Investment Company Institute (ICI) announced today the appointment of two executives to lead its international program, ICI Global. Alexa Lam, a longtime official at the Hong Kong...
ICI Heralds Passage of Financial Services Appropriations Bill Legislation Contains Key Provisions to Improve Financial Stability Regulation and Encourage Capital Formation Washington, DC; July 19, 2018—ICI President and CEO Paul Schott Stevens issued the following statement after the...
ICI Applauds House Passage of JOBS 3.0 Bill Legislation Contains Important Provisions to Spur Capital Formation and Prevent Inappropriate, Bank-Like Stress Testing for Regulated Funds Washington, DC; July 17, 2018—Investment Company Institute (ICI) President and CEO Paul Schott...
European Parliament Shows Progress on Protecting UCITS ICI Global Responds to Parliamentary Committee Debate Brussels, Belgium; 11 July 2018— ICI Global Managing Director, Europe, Patrice Bergé-Vincent, issued the following statement in response to today’s debate in the European...
Proposal to Limit Institutional Investors Would Harm Millions By Sean Collins (As published in Barron’s , July 7, 2018) Eric A. Posner and E. Glen Weyl ( “A Radical Proposal for Improving Capitalism,” Other Voices, June 16) propose to limit “large institutional investors to owning...
