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ICI Viewpoints

How Do ETF and Mutual Fund Investors Differ?

Like the products themselves, exchange-traded fund (ETF) and mutual fund investors share many commonalities. In fact, most ETF-owning households also own mutual funds, using both vehicles to achieve similar goals. However, recent ICI survey data shed light on some important...
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Form

Investment Funds Distributor Due Diligence Questionnaire (pdf)

Funds face unique challenges in performing intermediary oversight, and especially so because of MiFID II requirements, changing regulatory landscapes, and the absence of an industry agreed-upon standard between funds and their distribution channels. To help address these challenges...
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IDC Update

IDC Update: September 14, 2023

SEC to Vote on Names Rule Proposal Next Week The Securities and Exchange Commission (SEC) announced that it will consider on Wednesday, September 20, whether to adopt amendments to the Names Rule that would significantly broaden the scope of the rule. Previously, the SEC had proposed...

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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