Focus on Funds Industry Prepares for New Liquidity Management Regime The US Securities and Exchange Commission has unveiled new rules covering how funds should manage liquidity. In the January 27, 2016, edition of Focus on Funds, ICI Assistant General Counsel Matt Thornton describes...

January 27, 2017

White Paper

Operational Considerations of the DOL Fiduciary Rule for Accounts Held Direct-at-Fund (pdf)

ppr_17_operational_considerations.pdf

January 27, 2017

ICI Viewpoints

What's the “Exposure” of Money Market Funds to Europe?

At the American Economic Association (AEA) meetings in Chicago early this month, speakers and attendees at several sessions asked: do money market funds pose systemic risks?

January 26, 2017

Comment Letter

ICI Global Submits Comments on Financial Conduct Authority's Mission (pdf)

26 January 2017 VIA EMAIL: FCAMission@fca.org.uk Financial Conduct Authority 25 The North Colonnade Canary Wharf London E14 5HS Re: Our future Mission Dear Sir or Madam, ICI Global1 appreciates the opportunity to comment on Our future Mission (“Mission”), the Financial Conduct...

January 26, 2017

Comment Letter

ICI Submits Letter to IRS Requesting Guidance on Recontributions to 529 Plans (pdf)

January 24, 2017 Submitted Electronically Victoria Judson Associate Chief Counsel Office of Chief Counsel (Tax Exempt and Government Entities) Internal Revenue Service Janine Cook Deputy Associate Chief Counsel Office of Chief Counsel (Tax Exempt and Government Entities) Internal...

January 24, 2017

Video

Focus on Funds: 401(k) Plan Designs Help Employees Save for Retirement

Focus on Funds 401(k) Plan Designs Help Employees Save for Retirement Employers design plans with multiple options to encourage workers to save and invest, according to a new paper from ICI and BrightScope. In the January 20, 2017, edition of Focus on Funds, ICI Senior Director of...

January 20, 2017

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

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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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