Research

Stay informed with the most recent data, trends, and analysis from ICI’s Research team, driving the future of investment.

Latest Statistical Publications


Filter Results By

ICI Research

Showing Results 2971 - 2976 of 6846 Total
ICI Default BG

Financial Transaction Tax Costs

Your story “Elizabeth Warren Healthcare Plan Sparks Outcry over 401(k) Tax Hike” accurately exposes a financial transaction tax (FTT) as a burden on retirement and everyday savers. The article, however, only scratches the surface on the ways this tax would harm savers.
ICI Default BG

Focus on Funds: Global Capital Markets Offer New Opportunities

Focus on Funds Global Capital Markets Offer New Opportunities In the November 8, 2019, edition of Focus on Funds, ICI President and CEO Paul Schott Stevens discusses developments in Europe and Asia that hold promise for global fund managers and their investors. Transcript Stephanie...
ICI Default BG

IDC Webinar: Fund Governance Trends Archive Recording

This webinar featured a robust discussion about current trends in fund governance, including the practices highlighted in a recently published report by IDC and ICI. Panelists on the webinar discussed the report’s findings and provided insight for both newer and more experienced...
ICI Default BG

Closed-End Funds: Opportunities for a True Renaissance

Closed-end funds are in vogue once again. Legislators, regulators, and fund sponsors are turning to the structure as a promising vehicle for retail investment and capital formation. And recent government actions are positive steps that can lead to a deeper pool of closed-end funds...

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.

Visit the Fact Book Website

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