ICI Innovate brings together multidisciplinary experts to explore how emerging technologies will impact fund operations and their implications for the broader industry.
ICI Innovate is participating in the Emerging Leaders initiative, offering a heavily discounted opportunity for the next generation of asset management professionals to participate in ICI’s programming.
The Role of Investment Funds in the Global Economy Keynote Address The Investment Trusts Association, Japan Paul Schott Stevens President and CEO Investment Company Institute October 21, 2016 Tokyo As prepared for delivery. To my friends at the Investment Trust Association of Japan...
Enough Already: Is Post-Crisis Financial Reform Going Too Far? Luncheon Keynote American Chamber of Commerce in Japan Paul Schott Stevens President and CEO Investment Company Institute October 19, 2016 Tokyo As prepared for delivery. Thank you for that warm welcome, and thank you all...
The following ICI Viewpoints is a letter to the editor by Paul Schott Stevens, president and CEO of the Investment Company Institute, in response to an editorial published on October 9, 2016, in InvestmentNews, “DOL fiduciary rule may finally spark lower fund fees for mutual funds.”...
Millennials’ Retirement Savings in Mutual Funds Reflect Role of Employer Plans as Gateway to Fund Investing Younger Generations Begin Fund Investing Earlier Than Older Generations Washington, DC, October 18, 2016—Millennials’ focus on retirement saving through mutual funds reflects...
Enough Already. Money Market Funds Aren't Shadow Banks By Paul Schott Stevens (As published in American Banker, October 17, 2016) In July 2014, the U.S. Securities and Exchange Commission enacted sweeping new rules for money market funds, setting an aggressive implementation deadline...
In 2014 the US Securities and Exchange Commission (SEC) finalized new regulations governing money market funds, which will take effect on October 14, 2016. Investment Company Institute (ICI) President and CEO Paul Schott Stevens issued the following statement on the eve of...
ICI Statement on Final SEC Liquidity and Data Reporting Rules Washington, DC, October 13, 2016— Today the US Securities and Exchange Commission (SEC) voted to finalize a set of regulations governing funds’ liquidity risk management practices and data reporting. Investment Company...
William F. “Ted” Truscott Elected Chairman of ICI Four New Members Elected to ICI Board of Governors Washington, DC, October 6, 2016—The Board of Governors of the Investment Company Institute (ICI) has elected William F. “Ted” Truscott, CEO of Columbia Threadneedle Investments, to...
Independent Directors Council Names Jonathan F. Zeschin as Chair and Elects Four Governing Council Members Washington, DC, October 6, 2016—The Governing Council of the Independent Directors Council (IDC) has elected Jon Zeschin as its Chair. Zeschin, who has served as IDC Vice Chair...
UCITS Fund Distribution Reforms Would Benefit Investors and Markets Simplified Rules Would Reduce Investment Barriers, Improve the Flow of Capital London, 4 October 2016—ICI Global urged the European Commission to reform cross-border fund distribution rules to promote greater...
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ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland
ICI Response to the European Commission on the Savings and Investments Union