Our Quarterly Update shares the latest news and info from inside ICI. Get the latest on what we’re doing in the press, in Washington, and in capitols around the world to advance the goals of our members and the investors they serve.
This edition of the ICI Quarterly Update covers the latest on SEC developments, new research shaping public debate, global advocacy wins, and more.
What’s inside:
- The implications of the recent tax reform bill for the asset management industry
- Highlights from the SEC Director of the Division of Investment Management Brian Daly's first public statement at ICI's office
- A roundup of recently launched ICI committees and working groups seeking new members
- Policy and legislative developments
ICI Quarterly Update, April 2025
By Paul Cellupica, General Counsel With Paul Atkins taking the helm of the SEC, we are entering a time of tremendous opportunity to enact commonsense policies that will benefit tens of millions of current investors and help more Americans create wealth through long-term investing...
ICI Daily News: SCOTUS to Hear Case That Could Curb Activist Lawsuits Lessons from ICI’s 2025 Leadership Summit ICI Applauds Introduction of House Bill to Reform FSOC IRA Investors in Mutual Funds Concentrate Their Assets in Lower-Cost Mutual Funds ICI Announces Tom Quaadman Will Lead...
Leadership Summit April 30–May 2 Leadership Summit begins this week! There’s still time to register. Join industry leaders in the heart of Washington, DC, for unbeatable networking opportunities and expert insights on asset management’s biggest topics, including private markets...
Facilitating Retail Investor Access to Private Markets Private markets have seen explosive growth over the past decade, with institutional and high net-worth investors capitalizing on the many opportunities and historically higher returns available in these markets. As more companies...
ICI Submits Recommendations to New SEC Chairman On April 11, ICI submitted a letter to the newly confirmed SEC Chairman, Paul Atkins, laying out nine priority recommendations for the SEC that ICI thinks will have the greatest positive impact for investors. The letter covers five...
“Recent strong inflows may be a response to the spike in volatility in the financial markets we’ve seen lately,” said Shelly Antoniewicz, chief economist for ICI. “With short-term interest rates still at elevated levels historically, money market funds—which pass earned interest on to...
ICI Quarterly Update, July 2025
This quarter marked significant progress in advancing policies that protect investors and strengthen America’s retirement system. With the passage of the recent tax reform bill, lawmakers delivered a major win for fund shareholders and savers nationwide. The new law safeguards the...
ICI Daily News: SCOTUS to Hear Case That Could Curb Activist Lawsuits Lessons from ICI’s 2025 Leadership Summit ICI Applauds Introduction of House Bill to Reform FSOC IRA Investors in Mutual Funds Concentrate Their Assets in Lower-Cost Mutual Funds ICI Announces Tom Quaadman Will Lead...
ETF Conference September 8–10 ICI’s first-ever conference focused exclusively on ETFs will bring together ETF sponsors, regulators, and other market participants in a vibrant environment of learning, discussion, and collaboration. Tax and Accounting Conference October 5–8 Join us to...
The SEC’s Director of the Division of Investment Management Brian Daly in conversation with ICI’s General Counsel Paul Cellupica. This week, ICI hosted the Securities and Exchange Commission’s (SEC) new Director of the Division of Investment Management, Brian Daly, for a discussion...
ICI has launched several new committees and working groups over the past few months, many of which are actively seeking new members: The Financial Innovation Advisory Committee (FIAC) brings together a unique cross-section of our membership to grapple with the regulatory and...
ICI President and CEO Eric J. Pan appeared on CNBC’s ETF Edge in July to discuss developments in the current regulatory landscape: “We want to be pro-innovation. We like the idea that through competition, firms, our members, can come up with new products, try them out, see if there's...
ICI Quarterly Update, January 2025
New leadership in Washington means there is an opportunity to set a future course for U.S. financial markets and retirement security. On behalf of our members, ICI is actively working with the Trump Administration and Congress to advance policies that protect fund shareholders, expand investment opportunities for all Americans, and secure the central role of funds in our retirement system.