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.
Focus on Funds ICI’s Latest Fact Book Reflects an Industry Gone Global The 2019 Investment Company Fact Book—the 59th edition of ICI’s flagship research publication—offers extensive data and insight on funds and fund investors in the United States and globally. In the May 10, 2019...
Focus on Funds Financial Technology Could Transform Capital Markets New uses of financial technology, especially artificial intelligence, could benefit investors as well as funds and the capital markets. In the May 3, 2019, edition of Focus on Funds, Chatham House Associate Fellow...
Focus on Funds How Funds Are Serving Retirement Savers Young and Old Funds’ capital market investment helps savers of all ages and backgrounds accumulate assets for use in retirement. In the April 26, 2019, edition of Focus on Funds, Steve Utkus, director and principal of the Vanguard...
Proxy voting is facing increased scrutiny by the SEC and Congress, as well as investors. This webinar focused on funds’ portfolio security proxy voting, and provide an overview of the evolving landscape and what it may mean for fund boards. The webinar addressed such topics as: How do...
In this second part of a two-part series, industry experts discussed the insurance evaluation and procurement process. Topics included: Roles of insurers, brokers, outside counsel, and advisory personnel Structuring insurance programs Other key questions and issues You can view an...
Focus on Funds “Patient Capital” Is Strong Fuel for Healthy Markets, Economies Fund investment has democratized participation in the US capital markets and brought patient capital that contributes to markets’ long-term strength. In the April 12, 2019, edition of Focus on Funds, George...
Focus on Funds Funds’ Focus on Investors Powers the Capital Markets Funds are focusing on investor solutions and building trust, especially among Europeans who are increasingly considering retail fund investment. In the April 5, 2019, edition of Focus on Funds, Sean Hagerty, Vanguard...
Focus on Funds Technology, with Human Touch, Is Best Formula for Investor Engagement Funds are using technology, psychology, and old-fashioned customer service to help investors feel informed and comfortable about their investment choices. In the March 29, 2019, edition of Focus on...
This webinar featured a robust discussion with industry experts and helped both newer and more experienced directors to: Appreciate the rationale for a benchmark selection and why a fund’s portfolio structure may differ from that of the benchmark Understand the reasons why and under...
Focus on Funds When Fund Investment Is Strong, Capital Markets Get Stronger The US capital market is the subject of study and conversation worldwide, as financial leaders and regulators consider what lessons it might hold for economic growth in other countries. In the March 22, 2019...
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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