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Aligning Goals with Actions: The EU Retail Investment Strategy

With the Retail Investment Strategy (RIS), the European Union has a chance to empower tens, perhaps hundreds, of millions of people to chart a stronger financial future. There is an opportunity to create a framework that will enable and incentivize retail savers to invest in the...
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IDC Update: June 22, 2023

Registration Open for IDC Webinar on New and Proposed SEC Fund Disclosure Requirements: What Boards Need to Know As the Securities Exchange Commission (SEC) continues its rulemaking activity at a record pace, join IDC on Wednesday, July 12 at 12:00 p.m. (ET) for an overview of final...

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

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