
Fundamentals for Newer Directors 2014 (pdf)
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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.
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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.
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June 12, 2019 TO: Transfer Agent Advisory Committee RE: Mark Your Calendar - 2020 TAAC Calendar
Please mark your calendar with the following Transfer Agent Advisory Committee meetings scheduled in 2020:
February 5-6, 2020 ICI - Washington, D.C. May 5-6, 2020* Marriott Wardman Park - Washington, D.C. July 15-16, 2020 ICI - Washington, D.C. November 11-12, 2020 ICI - Washington, D.C.*ICI’s Operations & Technology Conference will take place on May 6-8, 2020 in conjunction with the General Membership Meeting.
Additional details for each meeting will be sent approximately eight weeks prior to the scheduled meeting date.
Lisa Shea
Chairperson - Transfer Agent Advisory Committee
Senior Vice President - Northern Trust Company
Joanne Kane
Director, Operations & Transfer Agency
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