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Comment Letter

ICI Comment Letter on Fund Names (pdf)

1 2 3 4 5 1 2 . 3 4 5 2 15 6 I. Executive Summary 7 8 9 6 7 8 9 3 15 • We agree that funds today use derivatives in a variety of ways and that the asset-based testing approach of the Names Rule, derivatives for Names Rule purposes, raises challenges for funds that gain investment...
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Board Update

Board Update May 2020

IDC News A Message from Tom Kim About a New IDC Program: Virtual Roundtables Check Out IDC’s Webinar Recordings Online Regulatory and Legislative News Update on SEC COVID-19 Market Monitoring Group Initiatives SEC Staff Issues Additional FAQs on Reg BI and Form CRS ICI And ICI Mutual...

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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