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Comment Letter

ICI Comment Letter on FINRA Advertising Proposal (pdf)

November 19, 2009 Ms. Marcia E. Asquith Senior Vice President and Corporate Secretary Office of the Corporate Secretary FINRA 1735 K Street, NW Washington, D.C. 20006-1500 Re: Request for Comment on Proposed New Rules Governing Communications with the Public (FINRA Regulatory Notice...
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Speech

Why Mutual Funds Do Not Pose Systemic Risk

“Why Mutual Funds Do Not Pose Systemic Risks” 16th Annual Investment Company Directors Conference Paul Schott Stevens President & CEO Investment Company Institute November 11, 2009 Amelia Island, FL Thank you, Mike [Michael S. Scofield, chairman of the Independent Directors Council]...
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Speech

IDC Chairman Remarks at 2009 IDC Conference

Opening Remarks of Michael S. Scofield Chair, Independent Directors Council Independent Chair, Evergreen Funds 2009 Investment Company Directors Conference November 12, 2009 Good morning and welcome to IDC’s 2009 Investment Company Directors Conference. I am Mike Scofield, Chair of...
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Fact Sheet

SEC Website Rules

Recent SEC Rules Concerning Fund Web Sites The Securities and Exchange Commission has adopted several rules that include provisions relating to investment company (fund) Web sites. Most commonly, the rules require funds to disclose in certain documents whether or not specified...

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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