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.
June 5, 2020—American investors young and old use mutual funds in pursuit of their savings goals. ICI research sheds light on how they choose the funds in which to invest.
Closed-end funds saw growth and increased attention in 2019. In the May 29, 2020, edition of Focus on Funds, ICI Economist James Duvall highlights key trends.
Focus on Funds European Regulations Could Complicate Sustainable Investment EU regulations governing environmental, social, and governance (ESG) investment pose a challenging compliance timeline for fund managers. In the May 15, 2020, edition of Focus on Funds, Linda French, ICI...
The COVID-19 crisis has caused unprecedented disruptions in our economy and way of life. Fund complexes have transitioned to a near-total telecommuting protocol, and fund boards have been holding their board meetings virtually. Join us for a discussion of board practices for virtual...
A lesser-known tax code provision can help nonworking spouses build savings in an individual retirement account (IRA). Learn more from Sarah Holden, senior director of retirement and investor research.
ICI Explains When Will My 401(k) Balance Get Back on Track Again? As the COVID-19 pandemic hit financial markets in the first quarter of 2020, many of America’s 401(k) savers are asking: when will my balance get back on track again? To answer this question, the following video...
The Securities and Exchange Commission (SEC) has issued several orders providing temporary relief to registered investment companies affected by the COVID-19 pandemic. The SEC’s Division of Investment Management also has issued no-action letters and guidance that are relevant to...
Focus on Funds New Rules Encourage Long-Term Savers The recently passed SECURE Act has provisions to help retirement savers young and old. In the April 24, 2020, edition of Focus on Funds, ICI Associate General Counsel Elena Barone Chism highlights important changes affecting 401(k)s...
The COVID-19 pandemic has triggered a global shutdown and market turbulence, but funds are operating seamlessly. In the April 17, 2020, edition of Focus on Funds, ICI Chief Industry Operations Officer Marty Burns discusses what’s behind the industry’s success in responding to...
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TEST - ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland
ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland
ICI Response to the European Commission on the Savings and Investments Union