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Focus on Funds Maximize Your Tax Savings with Individual Retirement Accounts There’s still time to cut your 2019 tax bill by opening or contributing to an individual retirement account (IRA). In the April 3, 2020, edition of Focus on Funds, ICI Senior Director of Retirement and...

Focus on Funds Fund Fees Continue Decades-Long Decline US mutual fund investors continue to see expenses and fees fall for a variety of asset classes. In the March 27, 2020, edition of Focus on Funds, ICI Economist James Duvall shares highlights from the latest report. Transcript...

Focus on Funds How 401(k) Investors React to Market Ups and Downs The long-term saving horizon of 401(k) investors helps them weather market volatility. In the March 20, 2020, edition of Focus on Funds, ICI Senior Director of Retirement and Investor Research Sarah Holden details what...

Focus on Funds Amid Volatile Markets, Fund Investors Stay the Course Despite ups and downs in the global financial markets, the data show US mutual funds have seen only small outflows. In the March 13, 2020, edition of Focus on Funds, ICI Chief Economist Sean Collins details the...

Why (and how) do funds use securities lending? How do they manage the related risks? What are a board’s oversight responsibilities? Industry experts answered these questions and more. Topics included: Securities lending overview (transaction flows and drivers) Role of securities...

Focus on Funds Retirement Plan Participation Continues to Increase ICI research shows that most workers who are likely to have the ability to save for retirement and to be focused primarily on saving for retirement participate in an employer-sponsored retirement plan. In the March 6...

Focus on Funds Across Generations, US Investors Choose Mutual Funds ICI research shows that American investors young and old are using mutual funds in pursuit of their savings goals. In the February 28, 2020, edition of Focus on Funds, ICI Senior Director of Retirement and Investor...

Participants had the opportunity to gain insights into the results of Deloitte's 17th annual Fair Valuation Pricing Survey and learned how valuation processes compare with those of other fund groups. Paul Kraft and Katelyn Yorra of Deloitte led a discussion of valuation trends and...

Focus on Funds Asset Managers Are Reinventing Fund Operations Through New Technologies Artificial intelligence and robotics are allowing funds to create powerful new tools to help investors meet their savings goals. In the February 7, 2020, edition of Focus on Funds, ICI Chief...

Regulators and investors alike are taking a new look at interval funds, and ICI has responded by leading a new industry effort to modernize their distribution. In the January 31, 2020, edition of Focus on Funds, Jeff Naylor, ICI director of operations and distribution, discusses this...