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ICI Viewpoints

Coping in the Expanding World of Compliance

Compliance officers play a special role in the fund industry. In a nutshell, their job is to make sure the rules are followed—and thus to help maintain the industry’s fiduciary culture and the investor trust that it fosters. 
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Speech

Coping in the Expanding World of Compliance

Coping in the Expanding World of Compliance Opening Remarks The Mutual Fund Compliance Programs Conference Karrie McMillan General Counsel, Investment Company Institute May 5, 2011 Marriott Wardman Park Hotel Washington, DC As prepared for delivery. Good morning, everyone. I’m Karrie...
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ICI Viewpoints

Fostering the Next Generation of Investors

In the four years since the financial crisis started, investors have been challenged to progress toward their financial goals even as markets have twisted and turned. For the most part, even in the face of considerable fear and uncertainty, investors stayed the course.
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ICI Viewpoints

The Way Forward with Fund Investors

Each year, ICI’s General Membership Meeting offers the fund industry a chance to come together to reflect on the past year and to look ahead to new opportunities. For the past eight months, it’s been my honor and pleasure to chair the GMM Planning Committee, working with a dedicated...
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Speech

Fostering the Next Generation of Investors

Fostering the Next Generation of Investors ICI Chairman’s Address 53rd Annual General Membership Meeting Edward C. Bernard Chairman, Investment Company Institute, and Vice Chairman, T. Rowe Price Group Inc. May 4, 2011 Marriott Wardman Park Hotel Washington, DC As prepared for...

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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