Financial regulators in the US have recently expressed worries over the growing use of Treasury futures by registered funds, particularly an increase in long positions over the past three years. These futures positions, in the view of regulators, may be causing vulnerabilities in the...
August 6, 2024—Central bankers and finance ministries have increasingly equated the size and growth of the non-bank financial intermediation (NBFI) space with increased financial stability risks. Their rhetoric is not supported by data.
August 1, 2024—ICI President and CEO Eric J. Pan released a statement after Senators Katie Britt (R-AL), Raphael Warnock (D-GA), Gary Peters (D-MI), and Bill Cassidy (R-LA) introduced the Retirement Fairness for Charities and Educational Institutions Act. The bill mirrors the House...
August 1, 2024—With more than $25 trillion in assets, IRAs, 401(k)s, and similar retirement accounts are a growing source of financial security for everyday Americans. Balances in these accounts have climbed to or near record highs, helping the average long-term saver build a...
Capital markets union is essential to the success of the European project. Vibrant capital markets efficiently channel investment to companies and, with historically higher long-term rates of return compared to those offered by bank accounts, are an unequivocal engine of household...
Ambitious policymakers from both big US political parties are looking to make hay of the failed idea that retail investment funds hold too much stock in our largest companies. They are hoping to advance headline-grabbing policy agendas that would ultimately harm everyday American...
July 16, 2024—The latest research from the Investment Company Institute (ICI), “The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2023,” shows that 401(k) plan participants have incurred substantially lower fees for holding mutual funds over the past two decades...
July 8, 2024—ICI released a statement regarding the Securities and Exchange Commission Division of Investment Management's announcement that they intend to recommend re-proposing the open-end fund liquidity and mutual fund swing pricing rule proposal.
July 1, 2024—ICI President and CEO Eric J. Pan released a statement on the Japanese government’s Basic Policy on Economic and Fiscal Management Reform 2024.
