
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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March 09, 2023
TO: Broker/Dealer Advisory Committee RE: (Updated) Mark Your Calendar: 2023 Broker-Dealer Advisory Committee Meeting Schedule
The Broker-Dealer Advisory Committee meeting schedule for 2023 has been finalized with dates for our last meeting in 2023. Please mark your calendar for the following meeting dates:
April 18–20: Virtual/Zoom meeting
July 19–20: Investment Company Institute, Washington, DC
October 25–26: Investment Company Institute, Washington, DC
Further details regarding each 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.
We look forward to meeting with you this year.
Stuart Bateman
Chair - Broker/Dealer Advisory Committee
Franklin Templeton Investments
Jeff Naylor
Senior Director, Operations and Distribution
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