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Comment Letter

Joint Comment Letter to the SEC on ESG Disclosures

On November 30, 2023, the Investment Company Institute (ICI) and ICI Southwest submitted a joint comment letter to the Securities and Exchange Commission (SEC) on its proposal to require registered investment advisers, registered investment companies, and business development...
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IDC Update

IDC Update: November 30, 2023

Registration Open for IDC Webinar on “SEC Examination and Enforcement Priorities: What Fund Directors Should Know” Please join us for IDC’s webinar, “SEC Examination and Enforcement Priorities: What Fund Directors Should Know,” on Tuesday, December 19, at 2:00 p.m. ET. Nancy Morris...
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ICI Viewpoints

The SEC Is Kicking Bank Loan Funds to the Curb

November 27, 2023—Bank loan mutual funds and ETFs play a key role in capital markets, facilitating financing for American companies and offering unique benefits to fund investors. These funds invest primarily in loans made by banks to other businesses—loans that often have stronger...

2024 Investment Company Fact Book

Explore the comprehensive guide to trends, data, and insights in in the investment company industry. This edition marks the 100th anniversary of the mutual fund, offering an in-depth look at the role of investment companies in today’s economy and their impact on millions of investors.

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Glossary of Investing terms
You can find more information about many of these entries in the chapters and appendix of the Investment Company Fact Book

Factbook

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