
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.
Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.
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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.
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November 3, 2022
TO: Bank, Trust and Retirement Advisory Committee RE: BTRAC Save the Date 2023
The Bank, Trust, & Retirement Advisory Committee (BTRAC) meeting schedule for 2023 has been finalized. Please mark your calendar for the following meeting dates:
Committee Meetings
February 8 & 9: Virtual meeting
May 10 & 11: Hybrid/In-person meeting at ICI offices, Washington D.C.
August 9 & 10: Virtual meeting
November 6 & 7: In-person meeting (location TBA)
The May in-person meeting is expected to be a full day and one half-day meeting with an evening networking event on the first day.
The November in-person meeting is expected to start in the afternoon of the first day, to allow for same-day travel, include an evening networking event and end mid-day on the second day. It is our hope that committee members will attend the 2023 ICI Technology Summit, immediately following the committee meeting.
Further details regarding virtual meetings will be sent approximately 4 weeks prior to the scheduled meeting dates. Hybrid/In-person meeting details will be sent approximately 6 weeks in advance and will include details about any co-located task force or working group meetings.
Update Calls (1:00–2:00 p.m. ET)
January 9
July 10
March 13
September 11
April 10
October 9
June 12
December 11
We look forward to meeting with you next year!
Teresa Sloan Yancik
Senior Operations Manager
Vanguard
John Randall
Director, Operations and Distribution
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