About the Investment Company Institute
The Investment Company Institute (ICI) is the leading trade association representing the asset management industry and the individual investors they serve. ICI advocates for policies that strengthen capital markets and democratize access to them for the benefit of long-term individual investors saving for retirement and other financial goals.
Our members are mutual funds, exchange-traded funds (ETFs), all types of closed-end funds, including business development companies (BDCs) and interval funds, and unit investment trusts (UITs) in the United States, and UCITS and similar funds offered to investors in other jurisdictions. ICI also represents members in their capacity as investment advisers to collective investment trusts (CITs) and retail separately managed accounts (SMAs).
Shaping Public Policy
ICI works with regulators and policymakers in the United States and around the world, bringing to bear robust legal and economic analysis to support its efforts and applying a deep understanding of regulatory and policymaking processes and priorities.
Publishing Leading-Edge Research and Analysis and the Most Comprehensive and Authoritative Statistics About the Fund Industry
ICI publishes leading-edge research on financial markets, financial stability, and tax and retirement policy. ICI is also an authoritative source of statistics on the fund industry, collected from ICI member firms and trusted organizations, to provide a comprehensive assessment of the industry and its shareholders at any given point in time.
Supporting the Asset Management Industry
ICI organizes each year eight major public industry conferences and dozens of webinars and trainings each year as well as hosts more than 100 member committees, working groups, and task forces to share industry best practices, gather input from industry professionals, and discuss common challenges related to operations, regulations, and technology.
Our Mission
- Strengthening the foundation of the asset management industry for the ultimate benefit of the long-term individual investor.
- Building a strong foundation for the industry by helping to strengthen policy and regulatory frameworks and encouraging sound governance, operational, and fiduciary practices.
- Serving as a focal point for collaboration among members in proactively addressing the industry’s most critical strategic issues and in setting robust standards that help the industry grow in a sustainable way.
- Advancing the interests of the individual investor through education and expanding access to regulated funds and other professionally managed products that help them meet their financial goals.
Our Expertise
Unique among financial services trade associations, ICI is a full-service organization with unparalleled regulatory expertise accompanied by equally robust expertise in industry operations, global affairs, and strategic communications, as well as world-class research capabilities and government affairs capabilities.