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IDC Update

IDC Update: November 10, 2022

SEC Proposes Swing Pricing for All Mutual Funds and Liquidity Rule Amendments The Securities and Exchange Commission (SEC) recently approved, by a 3-2 vote, a proposal that would, among other things: Require all open-end funds (other than money market funds and ETFs) to adopt swing...
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ICI Viewpoints

ICI Tech Summit – Top 5 Takeaways

On November 8–9, ICI hosted the 2022 Tech Summit, the first event ICI event celebrating the importance of financial technology within the asset management industry. Held in Dallas, TX, the conference brought together some of the top minds in the industry discussing a range of topics...

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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