
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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August 26, 2021
TO: Transfer Agent Advisory Committee RE: Mark Your Calendar - 2022 TAAC Meeting SchedulePlease mark your calendar with the following Transfer Agent Advisory Committee meetings scheduled in 2022:
February 2-3, 2022 Virtual meeting to be held via Zoom May 24-25, 2022* JW Marriott - Washington, DC July 27-28, 2022 Virtual meeting to be held via Zoom November 7-8, 2022** Marriott Renaissance - Dallas, TX*ICI's General Membership Meeting will take place May 25-26, 2022.
**ICI's 2022 Operations Summit: Fintech, Innovation, Leadership, Technology will take place November 8-9, 2022.
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
Senior Director, Operations & Transfer Agency
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