February 25, 2025—Comparisons between EU UCITS ongoing charges and US mutual fund expense ratios are frequently made, but they are misleading and overlook the fundamental differences between the two markets. While it may be tempting to draw parallels, these are distinct regulatory and...
Register Now for IDC’s Core Responsibilities of Fund Directors on February 27 (Virtual) Join IDC on Thursday, February 27 for Core Responsibilities of Fund Directors, a half-day virtual presentation on various elements of board oversight, including the legal aspects of serving as a...
February 21, 2025—The Investment Company Institute submitted a letter to Acting Chairman Mark Uyeda to request an extension of the various compliance dates under the Treasury Clearing Rule, including by a minimum of 24 months (i.e., an extension to at least June 30, 2028) for the...
ICI conducts the Annual Mutual Fund Shareholder Tracking Survey each year to gather information on the demographic and financial characteristics of mutual fund–owning households in the United States. In the most recent survey that was conducted from May to June 2024, ICI asked...
