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IDC Update

IDC Update: July 20, 2023

SEC Adopts Amendments to Rules Governing Money Market Funds On July 12, the Securities and Exchange Commission (SEC) adopted amendments to the rules governing money market funds. Although they do not mandate swing pricing (as originally proposed), the amendments require institutional...
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Video

NSMIA: A Look Backwards and a Look Forward

The panel provided a refresher on NSMIA, the statute that governs the authority states have over federally registered investment companies, investment advisers, and broker-dealers. Panelists discussed the history of the reforms NSMIA made to the federal securities laws and its...

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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