ICI Viewpoints Content

February 25, 2025—Comparisons between EU UCITS ongoing charges and US mutual fund expense ratios are frequently made, but they are misleading and overlook the fundamental differences between the two markets. While it may be tempting to draw parallels, these are distinct regulatory and...

February 19, 2025—In late November 2024, the Bank of England published the results of its first system-wide exploratory scenario (SWES) exercise—a year-long effort to model how various financial entities, including non-bank financial intermediaries (NBFIs) and banks, would respond to...

February 10, 2025—Teachers, nurses, and millions of other public education and nonprofit workers are being denied the full range of retirement investment options that the private sector enjoys. In some cases, the exclusion can cost these workers in higher fees over time, lessening...

February 7, 2025—At ICI’s second annual Innovate conference, artificial intelligence (AI), new technologies, and digital assets dominated the panel sessions, discussions, and fireside chats. ICI’s only conference dedicated exclusively to technology and innovation in the asset...

February 5, 2025—In response to pandemic-induced stress in money markets three years earlier, the Securities and Exchange Commission (SEC) adopted rule amendments in July 2023 that required significant changes to prime money market funds (MMFs).

December 16, 2024—In April 2024, the Department of Labor (DOL) issued a controversial rule intended to broaden the definition of fiduciary advice to cover broker recommendations on individual retirement accounts (IRAs).

Investment fraud is on the rise as scammers devise ever more sophisticated schemes that harm individual investors. Due to artificial intelligence (AI), these scams are getting easier to perpetrate and harder to spot. As International Fraud Awareness Week draws to a close, ICI is...

November 1, 2024—More American retirees get income from retirement plans today than ever before. In combination with Social Security benefits, this income helps most maintain their standard of living as they transition into retirement.

November 15, 2024—Just as publicly traded companies do, mutual funds, ETFs, and closed-end funds periodically submit items to their shareholders for approval, including director nominations and other policy and governance matters. Shareholders typically vote by proxy, rather than in...