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ICI Files Letter Requesting Guidance on EU Reclaims (pdf)

By Electronic Delivery April 30, 2013 Erik Corwin Deputy Chief Counsel—Technical Internal Revenue Service 1111 Constitution Avenue, NW Washington, DC 20224 RE: Fund Industry Solution for Foreign Tax Recoveries Under Santander Dear Erik: The Investment Company Institute (“ICI”)1 urges...
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Focus on Funds: 401(k) Advancements

Focus on Funds 401(k) Advancements In the April 26, 2013, issue of Focus on Funds, ICI chief economist Brian Reid discusses innovations that have 401(k) mutual fund fees falling—even as plans offer more and better services to participants. Additional Resources: 401(k) Resource Center...

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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