Video Content

Focus on Funds Retirement Savings Options Set to Expand Congress and the Department of Labor are both throwing new support behind the concept of multiple employer plans (MEPs). In the January 24, 2020, edition of Focus on Funds, Elena Barone Chism, ICI associate general counsel for...

ICI Policy Video The Trouble with Financial Transaction Taxes A financial transaction tax (FTT) is a tax on the sale and/or purchase of a security. Although supporters say this type of tax is small, ICI research shows otherwise. This short video looks at how an FTT would affect...

Focus on Funds Europe’s New Agenda Will Mean Changes for Global Funds New leaders in the European Union are considering a range of policy decisions affecting global fund managers. In the January 10, 2020, edition of Focus on Funds, Patrice Bergé-Vincent, ICI Global’s managing director...

Focus on Funds 45 Years of Savings Success with Individual Retirement Accounts It’s been 45 years since the American individual retirement account (IRA) was created, and the results for savers have been exceptional. In the December 20, 2019, edition of Focus on Funds, ICI Senior...

Focus on Funds ICI Leads Reversal on Troubling Indian Tax A substantial new capital gains tax will not be imposed on global funds operating in India. In the December 13, 2019, edition of Focus on Funds, ICI Assistant General Counsel Katie Sunderland explains the issue and how the...

How to Prepare for the EU 909/2014 Central Securities Depository Regulation The EU 909/2014 Central Securities Depository Regulation (CSDR) is focused on improving securities settlement discipline and the activities of CSDs within the European Union. The regulation applies to CSDs...

Focus on Funds New ICI Report Tracks Trends in EU Fund Charges Investors in EU UCITS funds have enjoyed steady declines in ongoing charges. In the December 6, 2019, edition of Focus on Funds, ICI Associate Economist James Duvall examines this trend. Transcript Stephanie Ortbals-Tibbs...

Focus on Funds Progress for Funds in EU Financial Stability Debate Some new developments are emerging in the European Union’s long-running debate around the role of funds in financial stability. In the November 22, 2019, edition of Focus on Funds, ICI President and CEO Paul Schott...

2019 Fall Update on BDAC and BTRAC Join us on November 20 for timely information about key ICI Broker-Dealer Advisory Committee (BDAC) and Bank, Trust, and Retirement Advisory Committee (BTRAC) projects, including: Identifying operational pain points and opportunities Interval funds...

Fund directors heard from expert panelists about the policy and market developments of environmental, social, and governance (ESG) issues in the United States and Europe and what those developments mean for funds and how they are managed.