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Promoting the Buyside Voice on Market Structure

Promoting the Buyside Voice on Market Structure 2016 ICI Capital Markets Conference David W. Blass General Counsel Investment Company Institute February 9, 2016 New York, NY As prepared for delivery. Good afternoon, everyone. This is our Sweet 16—our 16th conference devoted to the...
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State-Run Retirement? Better to Go Private

State-Run Retirement? Better to Go Private By Paul Schott Stevens (As published in the Wall Street Journal , February 7, 2016) More than 50 million workers—most working for small businesses— lack coverage under employer-based retirement plans. They need greater access to these private...
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All Pain and No Gain for Fund Investors

The following is a letter submitted to the editor of the New York Times. A financial transaction tax (FTT) (editorial, The Need for a Tax on Financial Trading, Jan. 28) is a terrible idea that would harm all investors, especially American workers saving for retirement. We have yet to...

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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