
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.
[32142]
January 13, 2020 TO: Bank, Trust and Retirement Advisory Committee
Please save the dates for the 2020 joint conference calls of the Bank, Trust and Retirement Advisory Committee (BTRAC) and the Broker/Dealer Advisory Committee (BDAC).
All calls begin at 2:00 p.m. ET and are expected to last for one hour. Agendas and materials will be distributed to all committee members by Outlook calendar invitation approximately 1 week prior to each meeting. Members may participate either online (preferred) or by telephone. Access instructions will be provided with each calendar invitation.
Members are encouraged to invite colleagues within their organization that could benefit from meeting contents to participate with the member.
Please contact Jeff Naylor (jeff.naylor@ici.org; 202-326-5844) or John Randall (john.randall@ici.org; 202-326-5930) with questions. We look forward to meeting with you.
Stuart Bateman
Chair – Broker/Dealer Advisory Committee
Franklin Templeton Investments
Teresa Sloan-Yancik
Chair – Bank, Trust and Retirement Advisory Committee
Vanguard Funds
Jeff Naylor
Director, Operations and Distribution
John Randall
Director, Operations and Distribution
Latest Comment Letters:
TEST - ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland
ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland
ICI Response to the European Commission on the Savings and Investments Union