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Even in Bear Markets, Equity Fund Investors Stay the Course

With the S&P 500 on a downward trajectory since early October, we've seen many headlines in the financial press of an impending bear market in US stocks and the potential for retrenchment by investors. But just as we showed that bond investors aren't stampeding the exits in another...
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ICI Comments on CFA Institute's GIPS Exposure Draft (pdf)

December 21, 2018 CFA Institute Global Investment Performance Standards 915 E. High Street Charlottesville, VA 22902 Re: Exposure Draft of the 2020 Global Investment Performance Standards (GIPS®) (“Exposure Draft”) Dear Sir or Madam: The Investment Company Institute1 generally...

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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