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Focus on Funds: Fund Industry Responds to Today’s Investor Needs

Focus on Funds Fund Industry Responds to Today’s Investor Needs Fund investor preferences are changing, driven in part by demographic shifts. The fund industry must adapt accordingly, explains Shundrawn Thomas, executive vice president and head of funds and managed accounts for...
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Focus on Funds: Key Trends in Europe for Global Funds

Focus on Funds Key Trends in Europe for Global Funds In the wake of Brexit, Europe is facing potentially significant changes in cross-border investment and distribution. In the July 21, 2017, edition of Focus on Funds, Mike O’Brien, chief executive of JP Morgan Asset Management’s...
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ICI Submits Letter to RFI on January 1, 2018, Delay (pdf)

July 21, 2017 Filed Electronically Office of Exemption Determinations Employee Benefits Security Administration Attention: D-11933 U.S. Department of Labor 200 Constitution Avenue N.W., Suite 400 Washington, DC 20210 Re: RIN 1210-AB82; Request for Information Regarding the Fiduciary...

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

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