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Video

Focus on Funds: Fund Operations Go High Tech

Focus on Funds Fund Operations Go High Tech Fund operations are embracing technology to manage data, create new efficiencies, and help funds scale their businesses. In the July 27, 2018, edition of Focus on Funds, ICI Chief Industry Operations Officer Marty Burns discusses the...
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Comment Letter

ICI Submits Comment Letter on NYS UBT Proposal (pdf)

By Electronic Delivery July 16, 2018 NYS Department of Taxation and Finance W.A. Harriman Campus, Building 9, Room 200 Albany, NY 12227 federal.tax.response.comments@tax.ny.gov RE: NYS Unincorporated Business Tax Dear Sir or Madam: The Investment Company Institute1—on behalf of...
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Focus on Funds: Latest Data Show US Retirement Savers Holding Steady

Focus on Funds Latest Data Show US Retirement Savers Holding Steady US retirement account holders are holding steady on their investment contributions and strategies. In the July 20, 2018, edition of Focus on Funds, ICI Senior Director of Retirement and Investor Research Sarah Holden...

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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