
Fundamentals for Newer Directors 2014 (pdf)
The latest edition of ICI’s flagship publication shares a wealth of research and data on trends in the investment company industry.
Stay informed of the policy priorities ICI champions on behalf of the asset management industry and individual investors.
Explore research from ICI’s experts on industry-related developments, trends, and policy issues.
Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.
Read ICI’s latest publications, press releases, statements, and blog posts.
See ICI’s upcoming and past events.
The latest edition of ICI’s flagship publication shares a wealth of research and data on trends in the investment company industry.
Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.
Read ICI’s latest publications, press releases, statements, and blog posts.
See ICI’s upcoming and past events.
ICI Innovate brings together multidisciplinary experts to explore how emerging technologies will impact fund operations and their implications for the broader industry.
ICI Innovate is participating in the Emerging Leaders initiative, offering a heavily discounted opportunity for the next generation of asset management professionals to participate in ICI’s programming.
The Emerging.
Stay informed of the policy priorities ICI champions on behalf of the asset management industry and individual investors.
Explore research from ICI’s experts on industry-related developments, trends, and policy issues.
Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.
Read ICI’s latest publications, press releases, statements, and blog posts.
See ICI’s upcoming and past events.
TOTAL OUTSTANDING UNIT INVESTMENT TRUSTS BY TYPE OF TRUST YEAR END 2013 Insured Not Insured Total Number Market Value (Thousands) Number Market Value (Thousands) Number Market Value (Thousands)Type Of Trust EQUITY FUNDAMENTAL 0 0 561 13,340,531 561 13,340,531DOMESTIC STRATEGY 0 0 411 12,199,684 411 12,199,684DOMESTIC SECTOR 0 0 147 2,865,001 147 2,865,001INTERNATIONAL/GLOBAL STRATEGY 0 0 145 3,619,023 145 3,619,023INTERNATIONAL/GLOBAL SECTOR QUANTITATIVE 0 0 249 9,760,617 249 9,760,617DOMESTIC STRATEGY 0 0 749 20,725,820 749 20,725,820DOMESTIC SECTOR 0 0 139 7,303,446 139 7,303,446INTERNATIONAL/GLOBAL STRATEGY 0 0 27 1,035,516 27 1,035,516INTERNATIONAL/GLOBAL SECTOR TOTAL 0 2,428 70,849,638 2,428 70,849,6380 $ $ TAXABLE DEBT 121 302,526 366 2,835,646 487 3,138,172FIXED RATE CORPORATE BOND 0 0 81 325,476 81 325,476MORTGAGE BACKED SECURITIES 0 0 7 40,523 7 40,523U.S. GOVERNMENT SECURITIES 0 0 5 55,784 5 55,784INTERNATIONAL BOND TOTAL 302,526 459 3,257,429 580 3,559,955121 $ $ $ TAX-FREE DEBT 410 2,000,964 1,095 9,247,120 1,505 11,248,084FIXED RATE NATIONAL MUNICIPAL 0 0 0 0 0 0HIGH YIELD MUNICIPAL 609 430,791 430 415,193 1,039 845,984FIXED RATE STATE MUNICIPAL TOTAL 2,431,755 1,525 9,662,313 2,544 12,094,0681,019 $ $ $ TOTAL 1,140 4,412 83,769,380 5,552 86,503,6612,734,281$ $ $ * Data includes the responses of 8 sponsors and co-sponsors. Net of terminations, redemptions, called and matured securities.
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