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Comment Letter

Letter to IRS Requesting Meeting On EU Reclaims (pdf)

By Electronic Delivery September 11, 2020 Peter Blessing Associate Chief Counsel (International) Internal Revenue Service 1111 Constitution Avenue, NW Washington, DC 20224 Helen Hubbard Associate Chief Counsel (Financial Institutions & Products) Internal Revenue Service 1111...
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Comment Letter

ICI Letter to SEC on Electronic Delivery (pdf)

September 10, 2020 Dalia Blass Director, Division of Investment Management US Securities and Exchange Commission 100 F Street, NE Washington, DC 20549 Re: ICI Recommendations and Supporting Data for Facilitating Electronic Delivery of Information to Fund Shareholders Dear Dalia: The...
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ICI Viewpoints

Investing Basics: Saving for Retirement with a 401(k) Plan

The ICI Education Foundation’s Investing Road Trip ends at retirement, depicted with idyllic images of a park bench and a golf cart. But what if, in real life, your path doesn’t quite follow this tidy path? Even for workers who get a late start, hit some bumps, and take a few detours...

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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