
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.
[32861]
October 26, 2020 TO: Small Funds Sales and Marketing Subcommittee RE: New Date and Time: Roundtable with Neil Bathon, Managing Partner of FUSE Research Network, December 7, 2:00pm - 3:00pm ET
The next meeting of the Investment Company Institute’s Small Funds Sales & Marketing Sub-Committee has been re-scheduled from December 2 to December 7, 2:00 p.m. to 3:00p.m. ET via Zoom. Join Neil Bathon, Managing Partner of FUSE Research Network, for a discussion of the sales & marketing tactics that smaller (or boutique) investment firms can use to successfully compete today and into the future.
To register for this meeting all committee members will receive an email with a link to register. Alternately, you may use this registration link. After registering, you will receive a confirmation email containing information about joining the meeting.
We encourage committee members to attend using Zoom and voice over internet (VIOP). There is no charge to attend the Small Funds Sales & Marketing Sub-Committee meeting. Please note registration is required to attend the event.
If you have any questions about the registration, please contact Magen Dargon at (202) 326-5943 or magen.dargon@ici.org.
We would like your input prior to the event. Please submit questions at registration or email them to John Randall ( john.randall@ici.org). As many of you know, the Small Funds Sales & Marketing Sub-Committee events are enhanced by your questions, during the event you will be able to submit questions as well. If you have any questions regarding the meeting, you may contact John Randall at (202) 326-5930 or john.randall@ici.org.
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