Small Funds Committee
The Small Funds Committee provides a forum where small independent mutual fund members can freely discuss relevant business, operational, legislative, regulatory, and general industry developments. The committee provides opportunities for senior-level participants to network and exchange ideas and experiences as entrepreneurial financial services providers. It also identifies key subject experts who can deliver value to the Committee through presentations or discussions.
Committee Meetings
The Small Funds Committee holds periodic meetings scheduled throughout the year. These meetings are generally topic-focused; regulatory, research, roundtable discussions, and government affairs.
The committee strives to hold at least one meeting in-person, at a time and location coordinated with the committee chair and published with advanced notice for committee member scheduling.
Membership Information
Participation on the Small Funds Committee is limited to member fund groups with less than $15 billion in non-money market fund complex assets. There are no limitations on the number of representatives that eligible member firms may have on the Small Funds Committee.
Committtee Members
Colleague Access
Colleague Access gives committee representatives the ability to designate co-workers (i.e., non‑committee members) to view committee memos and materials online, receive notification of memos addressed to the committee via ICI Digest and participate in committee calls and meetings.
As committees may deal with confidential policy topics involving draft comment letters and conference calls, ICI limits the number of colleagues per firm who can be designated for Colleague Access. Only committee representatives (not alternates or substitutes) can activate Colleague Access, and colleagues must be employed by the committee member’s firm.
There is no limit to the number of individuals the primary Small Funds Committee member can designate for colleague access.
Additional Resources
Access the Small Funds Resource Hub for information and other resources on our Small Funds Advocacy Toolkit.