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Focus on Funds Fund Compliance Is an Increasingly Collective, Complicated Responsibility Fund compliance has become a multifaceted concern that affects many different departments within fund complexes. In the July 26, 2019, edition of Focus on Funds, ICI Associate General Counsel Tami...

Focus on Funds Fund Operations Is Changing Dramatically Fund operations is becoming more visible, technology-driven, and focused on creative problem-solving. In the July 19, 2019, edition of Focus on Funds, ICI Chief Industry Operations Officer Marty Burns discusses the changes and...

Focus on Funds Fund Fees and Expenses Continue to Fall US mutual fund and exchange-traded fund (ETF) investors continue to benefit from the industrywide trend of falling fund fees and expenses. In the July 12, 2019, edition of Focus on Funds, ICI Senior Director of Industry and...

Despite the market downturn in 2018, investor demand for closed-end fund shares remained positive. In the June 28, 2019, edition of Focus on Funds, ICI Associate Economist James Duvall highlights key trends from ICI’s recent market report.

The European Union has approved a framework for the pan-European personal pension (PEPP), offering EU savers a new complement to existing retirement savings resources. But its success may be determined by some important policy decisions on the horizon. In the June 21, 2019, edition of...

Focus on Funds Global Interest in Sustainably Focused Funds Is Growing In Europe and the United States, regulatory and investor interest is growing in funds that meet certain “ESG”—environmental, social, and governance—criteria. In the June 13, 2019, edition of Focus on Funds, ICI...

Focus on Funds Global Funds Adjust to Brexit Uncertainty Amid questions over the United Kingdom’s plans to exit the European Union, global funds are adjusting to a post-Brexit world. In the June 7, 2019, edition of Focus on Funds, Sean Tuffy, head of market and regulatory intelligence...

Focus on Funds Fund Investment Trends Remain Stable Amid market ups and downs, fund flow trends are following fairly typical investment patterns. In the May 31, 2019, edition of Focus on Funds, ICI Economist Morris Mitler offers a quick breakdown. Transcript Stephanie Ortbals-Tibbs...

Focus on Funds Funds and Investors on Watch for New US Regulations The US Securities and Exchange Commission (SEC) soon will make several decisions affecting fund management and fund investors, including issuing the long-awaited Regulation Best Interest. After SEC Chairman Jay Clayton...

Focus on Funds Industry Responds to Increasingly Global, Tech-Oriented Investors In the May 17, 2019, edition of Focus on Funds, ICI President and CEO Paul Schott Stevens shares industry trends that shaped the agenda at ICI’s recent General Membership Meeting. Transcript Stephanie...