You might not know that May 29 is 529 College Savings Day, or even what a Section 529 plan is. But if you’re a parent or grandparent concerned about future college costs, the day presents an opportunity to learn how 529 savings plans can help you plan for—and pay for—your loved ones’...
Part of a series of ICI Viewpoints covering cybersecurity issues. In the previous installment of this series I mentioned that this post would address steps that you should take if your computer is hacked. Well, in light of the WannaCry/WannaCrypt ransomware outbreak, it seems...
Opportunities abound in today’s market and macroeconomic environment, and it’s up to fund managers to help their investors capitalize on them. That’s the outlook from a panel of world-class investment strategists sharing their insights at ICI’s 59th annual General Membership Meeting...
In yesterday’s ICI Viewpoints post, we noted that our annual report on the asset-weighted average expense ratios of funds—“Trends in the Expenses and Fees of Funds, 2016”—showed that expenses for long-term mutual funds continued to decline in 2016.
ICI recently released its report on the expense ratios of mutual funds: “Trends in the Expenses and Fees of Funds, 2016.” This is ICI's first report that also summarizes expense ratios for exchange-traded funds (ETFs).
First in a series of ICI Viewpoints posts focusing on how to enhance operational efficiency using existing tools and practices. One of the most important functions performed by ICI involves its role in bringing together members, who participate in a wide array of standing and advisory...
Equity, Bond, and Hybrid Mutual Funds Continue Two-Decade Trend of Declining Expense Ratios ICI Reports for First Time on Exchange-Traded Funds’ Expense Ratios Washington, DC, May 17, 2017—The average expense ratios of long-term mutual funds declined in 2016, continuing a two-decade...
Independent Directors Council Will Offer Unique Orientation Program for Newer Fund Directors Washington, DC, May 15, 2017—The Independent Directors Council (IDC) is offering a unique orientation program, Foundations for Fund Directors, for newer fund directors to learn the...
ICI recently released its annual report on the closed-end fund market, which analyzes data on closed-end funds, a type of registered investment company that issues a fixed number of shares that are traded on a stock exchange in the over-the-counter market.
ICI’s Paul Schott Stevens Outlines Regulatory Environment for Asset Managers at Industry’s General Membership Meeting Washington, DC, May 5, 2017— Investment Company Institute (ICI) President and CEO Paul Schott Stevens today provided an overview of the changing regulatory environment...
