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ICI Viewpoints

Americans Trust in Their 401(k) Plans

Defined contribution (DC) plans have long been a key component of Americans’ retirement savings. And with more than $5 trillion in assets and about 54 million active participants, 401(k) plans are the most common type.
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ICI Viewpoints

Funds Actively Seek Companies’ Sound Management

The following ICI Viewpoints is a letter to the Wall Street Journal by Paul Schott Stevens, president and CEO of the Investment Company Institute, in response to an editorial published on June 22, 2017. In their muddled and inconsistent arguments, the authors of “Index Funds Are Great...
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Focus on Funds: Global Use of UCITS Funds Is Under Threat

Focus on Funds Global Use of UCITS Funds Is Under Threat New regulatory measures emerging from Brexit could jeopardize the success of funds based on the European Union’s Undertakings for Collective Investment in Transferable Securities, or UCITS. In the June 30, 2017, edition of Focus...
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Focus on Funds: Americans See Many Positives in DC Plans

Focus on Funds Americans See Many Positives in DC Plans A survey of more than 2,000 Americans finds that they value defined contribution (DC) plans as an important retirement savings tool. In the June 23, 2017, edition of Focus on Funds, ICI Senior Director of Retirement and Investor...

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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