ICI and ICIEF Applaud “America Saves Week” Campaign to Promote Savings, Financial Literacy Washington, DC, February 22, 2016—As part of the 2016 “ America Saves Week” campaign, the Investment Company Institute (ICI) is joining numerous corporate, nonprofit, and government entities...
IRA Owners Follow a Strategy in Retirement Planning Washington, DC, February 18, 2016—In advance of “ America Saves Week,” the Investment Company Institute today released survey results illustrating how Americans are using individual retirement accounts (IRAs) strategically to help...
In an ICI Global Research Perspective last year, we showed that U.S. and European registered funds held $1.7 trillion in emerging market (EM) stocks and bonds at the end of 2014 (this total counts Hong Kong, Singapore, South Korea, and Taiwan as emerging markets). Of that, $1.27...
Promoting the Buyside Voice on Market Structure 2016 ICI Capital Markets Conference David W. Blass General Counsel Investment Company Institute February 9, 2016 New York, NY As prepared for delivery. Good afternoon, everyone. This is our Sweet 16—our 16th conference devoted to the...
ICI Comment on President Obama’s Fiscal Year 2017 Budget Washington, DC, February 9, 2016 —Investment Company Institute President and CEO Paul Schott Stevens made the following statement today about the White House budget for fiscal year 2017, which includes proposals affecting...
ICI to Launch Enhanced Data Reporting for Fund Flows Weekly Reports Will Now Contain 12 Additional Categories of Fund Types Washington, DC, February 9, 2016—The Investment Company Institute (ICI) announced today that future weekly estimated long-term mutual fund flow reports will...
State-Run Retirement? Better to Go Private By Paul Schott Stevens (As published in the Wall Street Journal , February 7, 2016) More than 50 million workers—most working for small businesses— lack coverage under employer-based retirement plans. They need greater access to these private...
The following is a letter submitted to the editor of the New York Times. A financial transaction tax (FTT) (editorial, The Need for a Tax on Financial Trading, Jan. 28) is a terrible idea that would harm all investors, especially American workers saving for retirement. We have yet to...
ICI Survey: Americans Value Design, Utility of 401(k)s Households Oppose Changing Tax Incentives for Retirement Saving Washington, DC, February 4, 2016—Nearly three-quarters of American households expressed confidence in the ability of 401(k) and other defined contribution (DC) plan...
