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ICI Viewpoints

Funds and Proxy Voting: Who Submits Shareholder Proposals?

Any registered fund that holds companies' stocks in its portfolio has a duty to consider proxy proposals offered by those companies—and to act in the best interests of the fund and its shareholders. These funds also have a regulatory obligation to report those votes. As the only...
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ICI Viewpoints

Funds and Proxy Voting: The Mix of Proposals Matters

Proxy voting is in the news and on the minds of policymakers, corporate executives, and investors. The Securities and Exchange Commission (SEC) will focus on a number of issues related to proxy advisory firms, shareholder proposals, and technology and innovation to make the proxy...
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Focus on Funds: Global Funds Face a Busy European Policy Agenda

Focus on Funds Global Funds Face a Busy European Policy Agenda EU policymakers are in high gear during the final months of their current terms in office, considering several regulatory issues with significant implications for global funds and their investors. In the November 2, 2018...

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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