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ICI Viewpoints

Happy Birthday ERISA! Congratulations on 40 Years

Today marks the 40th birthday of the Employee Retirement Income Security Act (ERISA). Signed into law on September 2, 1974, ERISA introduced bold steps to safeguard Americans’ employer-sponsored pensions and created the individual retirement account (IRA). Assets earmarked for...
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FAQ

ETFs and Retail Investors: FAQs

Why do investors use ETFs? Exchange-traded funds (ETFs) offer investors a number of benefits, which can include the following: diversification trading throughout the day, with transparent pricing cost-efficiency tax-efficiency exposure to particular geographic regions or industry...
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Video

Focus on Funds: IRA Asset Allocation

Focus on Funds IRA Asset Allocation Individual retirement accounts (IRAs) are the single largest component of U.S. retirement assets. ICI’s research, drawing on data from more than 10 million traditional IRA accounts, sheds light on how IRA investors manage their assets. Transcript...
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Video

Focus on Funds: Current Trends Facing Investment Officers

Focus on Funds Current Trends Facing Investment Officers In the August 22, 2014, edition of Focus on Funds, noted industry consultant John Casey outlines the major challenges facing chief investment officers. Transcript Stephanie Ortbals-Tibbs, ICI Director, Media Relations: Welcome...

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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