Disclosure Content

Stevens Calls for Greater Use of Internet; Announces Initiative to Develop XBRL Data Tagging Technology Urges Congress to Enact Retirement Savings Enhancements Phoenix, AZ, March 20, 2006 - In his keynote address at the Mutual Funds and Investment Management Conference, Investment...

February 23, 2006 Ms. Barbara Z. Sweeney Office of the Corporate Secretary NASD 1735 K Street, N.W. Washington, D.C. 20006-1506 Re: NASD Proposed Interpretive Material 3060 Dear Ms. Sweeney: The Investment Company Institute1 supports NASD’s proposed Interpretive Material (“IM”) on...

Remarks at the National Press Club Revolution in Real Time: Using the Internet to Inform Investors Better By Paul Schott Stevens President, Investment Company Institute February 14, 2006 Washington, DC Thank you, Jim. That was a very generous introduction. But then, as a newlywed, you...

ICI President Calls for Greater Use of the Internet to Deliver Information Unveils Research Showing Widespread Internet Usage Among Fund Investors Urges Renewed Effort to Improve Fund Disclosure Washington, DC, February 14, 2006 - Investment Company Institute President Paul Schott...

ROBERT C. GROHOWSKI SENIOR COUNSEL – INTERNATIONAL AFFAIRS February 3, 2006 Via e-mail William Langford Associate Director Regulatory Policy and Programs Division Financial Crimes Enforcement Network U.S. Department of the Treasury Washington, D.C. Dear Mr. Langford: The Investment...

January 26, 2006 Ms. Kay H. Oshel Director Office of Policy, Reports and Disclosure Office of Labor-Management Standards U.S. Department of Labor 200 Constitution Avenue, N.W., Room N-5605 Washington, D.C. 20210 RE: RIN 1215-AB49 Dear Ms. Oshel: On behalf of the Investment Company...

Mr. Mark Glibbery January 5, 2006 Page 2 of 4 investment managers with sophisticated and specialized research from a variety of sources to assist them in making investment decisions.2 The SEC has consistently reinforced this view through its interpretations of Section 28(e). Both...

November 28, 2005 Mr. Jonathan G. Katz Secretary U.S. Securities and Exchange Commission 100 F Street, N.E. Washington, DC 20549-9303 Re: Bond Mutual Fund Volatility Ratings (File No. SR-NASD-2005-117) Dear Mr. Katz: The Investment Company Institute 1 is writing to comment on the NASD...

ICI’s Stevens Testifies on Need for Robust Credit Ratings Industry Hearing on H.R. 2990, the “Credit Rating Agency Duopoly Relief Act of 2005” Philadelphia, PA, November 29, 2005 – Investment Company Institute President Paul Schott Stevens, in testimony today before a field hearing of...

ROBERT C. GROHOWSKI SENIOR COUNSEL – INTERNATIONAL AFFAIRS 1401 H STREET, NW ʄ WASHINGTON, DC 20005-2148 ʄ PH. 202/371-5430 ʄ FAX 202/326-5841 ʄ E-MAIL rcg@ici.org November 15, 2005 European Commission Brussels, Belgium Re: Response to the Commission’s Consultation on the Enhancement...