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Video

Focus on Funds: Fund Investor Reports May Get a Makeover

Focus on Funds Fund Investor Reports May Get a Makeover As the US Securities and Exchange Commission seeks to modernize fund shareholder reports, ICI has developed and tested a summary shareholder report to simplify fund disclosure and make it easier for investors to understand. In...
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ICI Viewpoints

Mutual Funds: Rated E for Everyone

Investing is subject to many misconceptions, including the notion that only wealthy households own mutual funds. As US households' ownership of mutual funds has grown over the past four decades, the need to correct myths about who owns mutual funds has also grown....
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Podcast

ICI’s Paul Schott Stevens Discusses EU Capital Markets

ICI’s Paul Schott Stevens Discusses EU Capital Markets In an interview with Vincent Wall on Newstalk's Breakfast Business program, ICI President and CEO Paul Schott Stevens discusses how the stance of European Union (EU) regulators, as well as the United Kingdom’s departure from the...
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Podcast

Investor Protection on the Best Ever You Podcast

Investing in mutual funds for your retirement, a child’s education, or for a rainy day? Learn how to protect your savings with Elizabeth Hamilton Guarino and ICI's Tami Salmon and Joanne Kane. Listen Now More information How to Protect Yourself from Being Deemed a “Lost” Mutual Fund...
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Video

Focus on Funds: Europe Is Considering an Innovative Pension Account

The European Union is putting together the framework for a pan-European personal pension (PEPP), offering EU savers a cross-border savings option that is portable and designed to complement traditional pension sources. Anna Driggs, ICI Global associate chief counsel for retirement...

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

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