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Americans’ Retirement Savings Show Real Progress

August 1, 2024—With more than $25 trillion in assets, IRAs, 401(k)s, and similar retirement accounts are a growing source of financial security for everyday Americans. Balances in these accounts have climbed to or near record highs, helping the average long-term saver build a...
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Capital Markets Union: The Trap of Isolationism

Capital markets union is essential to the success of the European project. Vibrant capital markets efficiently channel investment to companies and, with historically higher long-term rates of return compared to those offered by bank accounts, are an unequivocal engine of household...
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IDC Update: July 25, 2024

2024 IDC Fund Directors Conference on October 21– 23: Registration Available Please join us for the 2024 IDC Fund Directors Conference, the premier event for the independent director community, in Chicago, Illinois from Monday, October 21 through Wednesday, October 23. A stellar...

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