Mutual Funds Hold 21 Percent Share of U.S. Retirement Market Assets Washington, DC, June 28, 2002 - Mutual funds retained a 21 percent share of the $10.9 trillion U.S. retirement market in 2001 with $2.3 trillion in assets held in retirement accounts, according to new research...
By Electronic and Regular Mail June 28, 2002 Robert P. Hanson Tax Legislative Counsel Office of Tax Policy US Department of the Treasury Room 1308 1500 Pennsylvania Avenue, N.W. Washington, DC 20020 Barbara M. Angus International Tax Counsel Office of Tax Policy US Department of the...
June 24, 2002 Mr. Jonathan G. Katz Secretary U.S. Securities and Exchange Commission 450 5th Street, Washington, D.C. 20549 Re: Form 8-K Disclosure of Certain Management Transactions (File No. S7-09-02) Dear Mr. Katz: The Investment Company Institute 1 appreciates the opportunity to...
June 14, 2002 The Honorable Steve Peace California State Senate State Capitol, Room 3060 Sacramento, California 95814 Re: Senate Bill 1386 Dear Senator Peace: The Investment Company Institute 1 is writing to express our strong opposition to provisions in Senate Bill 1386 that would...
June 7, 2002 Canadian Securities Administrators John Stevens, Secretary Ontario Securities Commission 20 Queen Street West 19th Floor, Box 55 Toronto, Ontario M5H 3S8 Denise Brousseau, Secretary Commission des Valeurs Mobiliéres du Québec 800 Victoria Square, Stock Exchange Tower P...
May 29, 2002 Judith R. Starr, Chief Counsel Office of the Chief Counsel Financial Crimes Enforcement Network Department of the Treasury P.O. Box 39 Vienna, Virginia 22183 Re: Section 352 Mutual Fund Regulations Dear Ms. Starr: The Investment Company Institute 1 appreciates the...
ICI Chairman Urges Industry to Maintain Funds’ Benefits, Investor Protections Washington, DC, May 23, 2002 - Investment Company Institute Chairman Terry K. Glenn today told the nation’s largest gathering of investment company executives that the enduring benefits and investor...
ICI President Calls on Fund Industry to Maintain Tradition of Integrity Washington, DC, May 23, 2002 - Investment Company Institute President Matthew P. Fink today told mutual fund industry leaders that their most important responsibility is to continue the tradition of integrity that...
New Initiatives Expand Reach of Investing for Success Investor Awareness Program Contacts: Ted Daniels, Society for Financial Education and Professional Development, 301/292-3528 Denise Murray, Investment Company Institute, 202/371-5420 Washington, DC, May 23, 2002 - Two initiatives...
Investing for Success Investor Awareness Program Expands to Hispanic Community Contacts: Idalia P. Fernandez, Hispanic College Fund, 202/296-5400 Denise Murray, Investment Company Institute, 202/371-5420 Washington, DC, May 23, 2002 - A bilingual version of the award-winning online...
