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IDC Update

IDC Update: August 31, 2023

Early Bird Registration for IDC Fund Directors Conference Closes on September 6 The 2023 IDC Fund Directors Conference will be held on Wednesday, October 11 through Friday, October 13. Please join IDC in Chicago at the premier event for fund directors. From focused breakfast...
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Comment Letter

ICI Comment Letter to IRS and Treasury on EPCRS Program

On August 23, 2023, ICI submitted a comment letter (Letter) to the IRS and Treasury addressing SECURE 2.0 Act section 305, which amends the Employee Plans Compliance Resolution System (EPCRS), and IRS Notice 2023-43, which provides interim guidance under section 305. The Letter, which...

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

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