
Fundamentals for Newer Directors 2014 (pdf)
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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.
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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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December 2, 2021
TO: Bank, Trust and Retirement Advisory Committee
ICI is pleased to announce the 2022 quarterly update meeting schedule for the Broker-Dealer Advisory and Bank, Trust & Retirement Advisory Committees (BDAC and BTRAC, respectively). Each meeting is planned from 2:00 p.m. - 3:00 p.m. ET:
The meetings include updates on DTCC initiatives and joint task force and working group activities as well as allow for a forum to discuss industry-wide topics affecting distribution of registered fund shares. Committee members are welcome to invite others within their organization that may benefit from the updates and discussion to attend these virtual meetings.
Calendar invites, including virtual meeting details, will be sent to all committee members approximately two (2) weeks prior to each meeting. We encourage members today to block their own calendars as placeholders for the calendar invites. Agendas and supporting materials will be provided one (1) week in advance of each meeting.
Thank you for your ongoing support of BDAC and BTRAC. We look forward to meeting with you in 2022!
Jeff Naylor
Senior Director, Operations and Distribution
John Randall
Director, Operations and Distribution
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