Video Content

2019 ICI General Membership Meeting May 1–3 Washington, DC Register today to join your peers from all facets of the global fund industry!

What Do Americans Really Think About Their 401(k)s? Listen to Sarah Holden, ICI senior director of retirement and investor research, discuss Americans’ perspectives on DC plans, their tax treatment, and more on the 401(k) Fridays podcast with Rick Unser. Her insights are based on ICI...

Focus on Funds Funds Have New Tools to Combat Elder Abuse and Fraud When it comes to fraud and exploitation, aging investors are particularly vulnerable. In the March 1, edition of Focus on Funds, ICI Associate General Counsel Tami Salmon details the threat, and how ICI, its members...

Participants were able to gain insights into the results of Deloitte's 16th annual Fair Valuation Pricing Survey and learn how valuation processes compare with those of other fund groups. Paul Kraft, a Deloitte partner and US mutual fund and investment adviser practice leader, led a...

The 2018 midterm elections ushered in a new era of Democratic control in the House of Representatives and continued Republican control of the Senate. Dean Sackett, ICI’s chief government affairs officer, discussed the outlook for the 116th Congress and the implications for financial...

Focus on Funds Protecting Against an Unpleasant Surprise to Your Fund Savings Many investors are unaware of new changes to the rules governing when and how retirement savings accounts are deemed “abandoned” by the investor—and taken by their state government. ICI offers advice and...

Cyberwarfare is moving more quickly than ever. In the February 8, 2019, edition of Focus on Funds, cybersecurity expert Ron Plesco discusses the changing nature of attacks and the best lines of defense.

Focus on Funds As Cybersecurity Heats Up, So Do Cyber Regulations An onslaught of regulations focused on the digital economy is injecting new complexity into fund management. In the February 1, 2019, edition of Focus on Funds, ICI Chief Information Security Officer Advisory Committee...

Focus on Funds Funds Expand Their Cybersecurity Fight Funds are constantly tailoring their cybersecurity in response to the latest threats. In the January 25, 2019, edition of Focus on Funds, Ellen Rinaldi, who just concluded a four-year term as chair of ICI’s Chief Information...

In this two-part series, industry experts explore the role of insurance as a risk transfer and risk management mechanism for funds and directors. Part I addressed insurance basics, including: The interplay between indemnification and insurance Different insurance products (e.g., D&O/E...