ICI Urges Governor Brown to Carefully Examine Legal and Economic Risks of “Secure Choice” Retirement Program If Implemented, Program Could Expose State to Lawsuits, Taxpayer Bailout Washington, DC, August 8, 2016—California Governor Jerry Brown should carefully examine the costs and...
ETFs Boost Liquidity in Times of Financial Stress By Paul Schott Stevens (As published in InvestmentNews , August 7, 2016) Do exchange-traded funds (ETFs) offer an illusion of liquidity? The notion persists among critics—and even some regulators. Yet these assertions fly in the face...
ETFs Boost Liquidity in Times of Financial Stress (As published in Investment News, August 7, 2016) Do exchange-traded funds offer an illusion of liquidity? The notion persists among critics—and even some regulators. Yet these assertions fly in the face of facts, as proponents of this...
Traditional IRA Investors Are Older, More Likely to Have Rollovers Than Roth IRA Investors Washington, DC, August 4, 2016—Two reports released today by the Investment Company Institute (ICI) provide updated data and analysis on investors in traditional and Roth individual retirement...
FSOC Lacks Evidence That Mutual Funds’ Liquidity, Redemptions Raise Financial Stability Concerns New ICI Empirical Analysis of High-Yield Bond Sector Contradicts FSOC’s Contentions Washington, DC, July 18 - The Financial Stability Oversight Council (FSOC) has not substantiated its...
Fourth in a series of ICI Viewpoints testing the hypotheses of academics and regulators about mutual fund and investor behavior during times of market stress. Regulators and researchers have put forward a common narrative that fund investors can destabilize markets during a period of...
Third in a series of ICI Viewpoints testing the hypotheses of academics and regulators about mutual fund and investor behavior during times of market stress.
ICI Reports Continued Downward Trend in Mutual Fund Fees in 401(k) Plans in 2015 Washington, DC, July 14, 2016 – The cost of investing in equity mutual funds through 401(k) plans fell again in 2015, marking a 31 percent decline since 2000, according to an annual research study that...
ICI Survey: Flawed Fee System Doubles Costs to Fund Shareholders for Broker Delivery of Fund Reports Fund Industry Urges Updating of Rules to Create Savings for Shareholders Washington, DC, July 14, 2016—New analysis conducted by the Investment Company Institute (ICI) shows that funds...
