Small Funds - Advocacy Toolkit
Standing Up for Small Funds
ICI and IDC are proudly standing up for small funds and the thousands of retail clients that rely on them. Small funds play a valuable role in America’s investment landscape, often providing specialized services and filling gaps in the marketplace through unique investment strategies.
In defending the asset management industry from policy threats, ICI and IDC are putting Washington on notice that flawed regulations usually fall hardest on small funds, creating cost pressures for their shareholders and weakening competition in the marketplace.
As we continue to amplify this message, ICI and IDC have created a toolkit for you, our small funds sponsors, to make your voice heard in Congress. We encourage you to take advantage of these resources and connect with ICI’s Government Affairs and Strategic Communications teams on any additional advocacy opportunities.
Advocacy Toolkit
Playbook
Use this playbook as a guide when preparing for Congressional visits and communicating with policymakers.
Fact Sheets
Download the fact sheet PDFs below to share with Congressional staff to inform them of policy issues that impact small fund complexes. These documents are meant to be shared with staff during Congressional visits and/or as meeting follow-ups.
- Considering the Impact of Rulemaking on Small Funds
- The Need for Proxy Voting Reform
- The Improving Disclosure for Investors Act
- The Increasing Investor Opportunities Act
Templates
Download these customizable Word templates for a sample press release, elected official meeting request, and social media posts.