ICI brought together nearly 600 tax and accounting professionals from September 17–20 for the 2023 Tax and Accounting Conference, hosted in San Antonio, Texas. This annual event educates attendees on the latest trends and information their firms need to succeed in the asset management...
September 28, 2023—Employers play a significant role in designing diverse investment lineups in 401(k) plans, according to an updated study from BrightScope, an ISS Market Intelligence business, and the Investment Company Institute (ICI). The study, The BrightScope/ICI Defined...
Register Now for IDC Fund Directors Conference The 2023 IDC Fund Directors Conference will be held on Wednesday, October 11 through Friday, October 13. Please join IDC in Chicago at the premier event for fund directors. From focused breakfast discussions to updates on governance...
September 26, 2023—ICI, the leading global association representing regulated investment funds, has named Lori Kearns as a Director in the Government Affairs Department. Kearns will handle retirement security and tax policy issues, helping lead outreach to Democrats on Capitol Hill...
Key Discussion Topics Utilizing benchmarks and peer groups in fund performance assessment Understanding performance expectations in different market environments Evaluating trailing and rolling returns for more informed decision-making
