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ICI’s President Discusses Independent Directors

Institute President Matthew P. Fink on Independent Fund Directors Text of sound bite: "Since 1940, this industry—having grown from $400 million to five and a half trillion—has not had a major self-dealing scandal…and my guess is it’s the independent directors who have prevented that...
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ICI’s Chairman on Y2K

Institute Chairman John J. Brennan Speaks on Y2K Text of sound bite: "Year 2000 compliance has been and very much is a huge issue for us for years as an industry. The industry’s been deeply involved, the Institute’s been deeply involved in cross-industry compliance, testing, and...
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The Costs of Investing

Institute President Matthew P. Fink on Costs of Investing Text of sound bite: "The paper shows a substantial decrease in mutual fund equity total cost from 1980 to today, dropping from about 2.25 percent a year to 1.49 percent a year. Investors are smart and they have moved over time...
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ICI Chairman on Investor Awareness

Institute Chairman John J. Brennan on Investor Awareness Text of sound bite: " Investor awareness is really a major concern of the Institute and the industry. Together I think we’ve made a lot of progress in trying to improve investor awareness and understanding of mutual funds. One...

2024 Investment Company Fact Book


Explore the comprehensive guide to trends, data, and insights in in the investment company industry. This edition marks the 100th anniversary of the mutual fund, offering an in-depth look at the role of investment companies in today’s economy and their impact on millions of investors.

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Glossary of Investing terms
You can find more information about many of these entries in the chapters and appendix of the Investment Company Fact Book

Factbook