Video Content

Focus on Funds Learn About the Millions of American Households Invested in Mutual Funds In the January 18, 2019, edition of Focus on Funds, ICI Senior Director of Retirement and Investor Research Sarah Holden offers a detailed look at the 56 million American households invested in...

Focus on Funds Exchange-Traded Fund Investors Are Different Investors in exchange-traded funds (ETFs) tend to be younger, more educated, and more confident market participants, according to a recent paper from ICI and Strategic Business Insights. In the January 11, 2019, edition of...

Focus on Funds Fund Investor Reports May Get a Makeover As the US Securities and Exchange Commission seeks to modernize fund shareholder reports, ICI has developed and tested a summary shareholder report to simplify fund disclosure and make it easier for investors to understand. In...

The European Union is putting together the framework for a pan-European personal pension (PEPP), offering EU savers a cross-border savings option that is portable and designed to complement traditional pension sources. Anna Driggs, ICI Global associate chief counsel for retirement...

Participants learned what an internal audit department does, how it relates to the funds, and how it interacts with a fund’s board, including its audit committee. This informative webinar featured a panel of experienced internal auditors and an independent director.

ICI Explains All Fund Management Is Active Increasingly, investors have been directing assets toward index-based mutual funds and exchange-traded funds (ETFs). In this short video, ICI Chief Economist Sean Collins explains why it’s important to remember that active management is...

Fall Highlights from ICI’s Broker/Dealer and Bank, Trust, and Retirement Advisory Committees On Thursday, November 29, participants had the opportunity to participate in ICI’s ongoing webinar series focused on recent activities of ICI’s Broker/Dealer and Bank, Trust, and Retirement...

Focus on Funds At 40, the 401(k) Is a Savings Success Four decades after the 401(k) was created, Americans have accumulated trillions of dollars in retirement savings using 401(k) accounts. In the November 16, 2018, edition of Focus on Funds, ICI Senior Director of Retirement and...

Focus on Funds 2018 Fund Investment Stays on a Positive Track Fund investors have continued to direct money into mutual funds and exchange-traded funds (ETFs), even during 2018’s volatile markets. In the November 9, 2018, edition of Focus on Funds, ICI Economist Morris Mitler examines...

Focus on Funds Global Funds Face a Busy European Policy Agenda EU policymakers are in high gear during the final months of their current terms in office, considering several regulatory issues with significant implications for global funds and their investors. In the November 2, 2018...