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ICI Comment Letter on TRACE Reporting Proposal (pdf)

August 15, 2013 Elizabeth M. Murphy Secretary Securities and Exchange Commission 100 F Street, NE Washington, DC 20549 Re: Proposed Rule Change Relating to Dissemination of Transactions in TRACE Eligible Securities that are Effected Pursuant to Securities Act Rule 144A (File No. SR...
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Focus on Funds: ICI Airs Concerns About Labor Department Proposal

Focus on Funds ICI Airs Concerns About Labor Department Proposal The August 9, 2013, issue of Focus on Funds details ICI’s concerns about a Labor Department request for comments regarding lifetime income illustrations for 401(k) plan participants.  Additional Resources: ICI Letter...
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The Great Rotation: Are We There Yet?

The Great Rotation: Are We There Yet? By Brian Reid (as published in NBR’s Voices on August 9, 2013) The following special commentary was written by Brian Reid, chief economist at Investment Company Institute. Though there has been a lot of anticipation of a “great rotation”—an...

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