
Fundamentals for Newer Directors 2014 (pdf)
The latest edition of ICI’s flagship publication shares a wealth of research and data on trends in the investment company industry.
Stay informed of the policy priorities ICI champions on behalf of the asset management industry and individual investors.
Explore research from ICI’s experts on industry-related developments, trends, and policy issues.
Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.
Read ICI’s latest publications, press releases, statements, and blog posts.
See ICI’s upcoming and past events.
The latest edition of ICI’s flagship publication shares a wealth of research and data on trends in the investment company industry.
Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.
Read ICI’s latest publications, press releases, statements, and blog posts.
See ICI’s upcoming and past events.
ICI Innovate brings together multidisciplinary experts to explore how emerging technologies will impact fund operations and their implications for the broader industry.
ICI Innovate is participating in the Emerging Leaders initiative, offering a heavily discounted opportunity for the next generation of asset management professionals to participate in ICI’s programming.
The Emerging.
Stay informed of the policy priorities ICI champions on behalf of the asset management industry and individual investors.
Explore research from ICI’s experts on industry-related developments, trends, and policy issues.
Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.
Read ICI’s latest publications, press releases, statements, and blog posts.
See ICI’s upcoming and past events.
ICI is the leading advocate for the global regulated funds industry. In the US, our member firms offer mutual funds, exchange traded funds (ETFs), closed-end funds, unit investment trusts (UITs), collective investment trusts (CITs), and separately managed accounts (SMAs). Members outside the US offer Undertakings for Collective Investment in Transferable Securities (UCITS) and similar products in jurisdictions worldwide.
Our members serve individual investors who rely on investment funds to pursue their long-term financial goals, such as saving for education, homeownership, and retirement.
ICl’s team of unrivaled legal and policy experts specialize in analyzing and interpreting regulations that have the potential to affect our members—whether that concerns retirement plans, capital market structure, disclosure, taxation, or any other subject with implications for the fund industry. Our attorneys provide comprehensive analysis, comment letters, and briefs in response to these regulatory proposals and consultations. They act as liaisons between regulators and members, engaging with and informing members through timely communication and meetings.
ICI provides members with assistance implementing the structural changes required by new regulations or evolving best practices. Working directly with regulators in the US from the moment a new rulemaking is adopted, ICI ensures timely information is at the fingertips of each member firm so implementation is as simple as possible.
ICI’s team of economists and researchers is world-renowned as the primary source for statistical data and research on funds, investors, and retirement plans. ICI provides members with access to weekly, monthly, and quarterly statistical overviews of flows into all types of funds, plus statistics and analysis of the exchange traded fund markets. We publish up-to-date analysis of the latest research impacting the fund industry as well as offering the work of our own group of PhD economists.
ICI organizes conferences and other events in the US and around the world to give members an opportunity to gather with other stakeholders in the industry, discuss the challenges and opportunities in their business, and share ideas and information.
ICI facilitates more than 100 bespoke committees, working groups, and task forces addressing various interest and
ICI is your advocate in the halls of power in the US and abroad, elevating the industry through multiple channels, including testimony before and submissions to legislative and regulatory bodies.
ICI, led by the Global Affairs team, represents the voice of the investment fund industry on the global stage, advocating for the interests of funds and their investors in key markets such as the EU, UK, Japan, and China, as well as with international regulatory bodies like IOSCO and the Financial Stability Board (FSB).
ICI serves the fund independent director community through the Independent Directors Council (IDC), which helps independent directors of ICI member funds, closed-end funds, and exchange-traded funds fulfill their responsibilities representing the interests of shareholders.
Available exclusively to ICI members, ICI Mutual Insurance Company offers a variety of insurance products, including liability insurance and risk management services.
ICI offers full membership to SEC-registered investment companies, their investment advisers, and principal underwriters, as well as investment managers sponsoring regulated funds offered to investors in jurisdictions worldwide.
We offer associate membership to industry service providers and CIT trust companies.
Full members have complimentary access to the following subscriptions, but associate members, firms, and individuals can also subscribe:
Statistical Research Publications include statistical releases, reports, and analysis on fund flows and trends. Learn how to become a subscriber.
ICI Memos are synopses and expert analyses of current legal, policy, and operations developments affecting the fund industry. Learn how to become a subscriber.
To learn more about membership and subscription options, please contact ICI Member Services at icimemberservices@ici.org.
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