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ICI Viewpoints

Derivatives—Please Don’t Let Them Be Misunderstood

Derivatives are important portfolio management tools that provide funds with many potential benefits, including the ability to: hedge risk; enhance liquidity, because derivatives can be more liquid than traditional physical securities; gain or reduce exposure to unique markets or to...
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Focus on Funds: ICI Insights on the SEC’s Market Structure Agenda

Focus on Funds ICI Insights on the SEC’s Market Structure Agenda Stephen Luparello, director of the Division of Trading and Markets at the Securities and Exchange Commission (SEC), spoke at ICI’s recent Capital Markets Conference. Jennifer Choi, ICI associate general counsel, offers a...

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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