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Focus on Funds: Crunch Time for Compliance with the Fiduciary Rule

Focus on Funds Crunch Time for Compliance with the Fiduciary Rule Amidst a changing political landscape, the fund industry is racing to comply with a looming compliance date for the Department of Labor’s fiduciary rule. In the November 18, 2016, edition of Focus on Funds, ICI...
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What Lies Ahead for Fund Regulation?

What Lies Ahead for Fund Regulation? Luncheon Keynote, given at: The SEC's New Fund Reporting and Liquidity Rules: What Do They Mean for the Fund Industry? Paul Schott Stevens President and CEO Investment Company Institute November 17, 2016 Boston, Massachusetts As prepared for...
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Pensions Innovation Comes to China

Many countries are committed to helping their citizens build adequate resources to live dignified lives in their older years, and pay-as-you-go public pension programmes have been the primary component of their retirement systems. But demographic trends have increased the costs of...

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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