
Fundamentals for Newer Directors 2014 (pdf)
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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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September 14, 2020 TO: Broker/Dealer Advisory Committee RE: Mark Your Calendar - 2021 Broker-Dealer Advisory Committee Meeting Schedule
The Broker-Dealer Advisory Committee (BDAC) meeting schedule for 2021 has been finalized. Please mark your calendar for the following meeting dates:
January 27-28 Virtual meeting April 21-22 To be determined July 28-29 To be determined October 13-14 To be determinedThe January 2021 meeting will be held virtually. Decisions on in-person or virtual meetings for April, July, and October will be informed by numerous factors and confirmed in the committee meeting memo. Although space at ICI has been reserved to support in-person meetings for these dates, the health and safety of our committee members remains our highest priority.
Further details regarding each in-person meeting will be sent to you approximately 6 weeks prior to the scheduled meeting date, including any task force or working group meetings that may co-locate with the main committee meeting. Virtual meetings details will be sent approximately 4 weeks in advance.
We look forward to meeting with you next year!
Stuart Bateman
Chair – Broker/Dealer Advisory Committee
Franklin Templeton Investments
Jeff Naylor
Director, Operations and Distribution
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