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.
[32293]
March 16, 2020 TO: Registered Fund CPO Advisory Committee RE: Agenda and Dial-In for March 19 CPO Committee Conference Call
As previously announced, ICI will hold a conference call for the Registered Fund CPO Advisory Committee on Thursday, March 19 from 1-2 pm Eastern.
We will begin the call with an opportunity for members to discuss any compliance issues and concerns relating to the current coronavirus situation.
Next, we will update the committee on a recent meeting between ICI President Paul Stevens and Commodity Futures Trading Commission (CFTC) Chairman Heath Tarbert regarding the agency’s regulatory priorities. We also plan to discuss ICI’s future engagement on issues affecting registered fund commodity pool operators (CPOs) and commodity trading advisors (CTAs). Other discussion topics will include anticipated CFTC rulemakings and recent National Futures Association developments of interest to registered fund CPOs and CTAs.
The dial-in number for the call is (253) 617-4981 and the passcode is 827832730.
An agenda for the call is attached. The other two attachments relate to the discussion in item 7.b (changes to NFA schedules for pool financial statements).
Rachel H. Graham
Associate General Counsel
Sarah A. Bessin
Associate General Counsel
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