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

Latest Statistical Publications

ETFs

Funds

Mutual

Funds

Trends

Market Data

Unit

Investment Trusts

View All Statistical Publications
Filter Results By

ICI Research

Showing Results 3337 - 3342 of 6846 Total
ICI Default BG
Video

Focus on Funds: Strong Investor Demand for Closed-End Funds

ICI’s analysis of the 2017 closed-end fund market reveals a diverse, lively, and growing role for this investment product. In the August 10, 2018, edition of Focus on Funds, ICI Economist Morris Mitler examines the key trends and what is driving them.
ICI Default BG
ICI Viewpoints

IRA Investors Are Concentrated in Lower-Cost Mutual Funds

Individual retirement accounts (IRAs) represent the largest share of assets in the US retirement market, with assets totaling $9.2 trillion at year-end 2017. Forty-seven percent of this total is held in mutual funds, with IRA mutual fund investors primarily invested in equity funds...
ICI Default BG
Comment Letter

ICI Comment Letter to SEC on Standards of Conduct (pdf)

August 7, 2018 Mr. Brent J. Fields Secretary Securities and Exchange Commission 100 F Street, NE Washington, DC 20549 Re: SEC Proposals on Standards of Conduct for Investment Professionals (File Nos. S7-07-18; S7- 08-18; and S7-09-18) Dear Mr. Fields: The Investment Company Institute1...
ICI Default BG
Video

Focus on Funds: New Technologies Likely to Transform Asset Management

Focus on Funds New Technologies Likely to Transform Asset Management Fund complexes are adopting artificial intelligence and machine learning to introduce new efficiencies. In the August 3, 2018, edition of Focus on Funds, Kensho Technologies President and Chief Operating Officer Adam...

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

Meet the Research Team