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 Funds Prepare for Imminent Changes to Liquidity Management Rules New Securities and Exchange Commission rules governing fund liquidity will go into effect in a few months. In the October 26, 2018, edition of Focus on Funds, ICI Assistant General Counsel Matt Thornton...
ICI Explains Understanding ETFs Exchange-traded funds, or ETFs, offer access to a variety of investments and investment strategies. Though ETFs have several similarities to mutual funds, there are some key differences between the two types of investment vehicles. Shelly Antoniewicz...
Focus on Funds The SEC Makes Notable Advances in Fund Regulation The US Securities and Exchange Commission (SEC) is moving ahead on a range of rules and rule proposals affecting mutual funds and exchange-traded funds. In the October 19, 2018, edition of Focus on Funds, ICI General...
Focus on Funds Fund Investment Is Transforming American Stock Ownership American stock ownership has become democratized through the increased use of funds. In the October 12, 2018, edition of Focus on Funds, ICI Chief Economist Sean Collins talks about the stake today’s “Main Street”...
ICI Explains What Is a Mutual Fund? Mutual funds are a popular, convenient investment option that have been offered in the United States for more than 90 years. Whether you’re among the millions of households that currently use mutual funds to save for long-term financial goals, or...
Focus on Funds What the Fund Industry and the Space Industry Have in Common The similarities between working in space and working in the fund industry are surprising. In the September 28, 2018, edition of Focus on Funds, retired NASA astronaut Jerry Linenger shares lessons from his...
Regulatory compliance touches all corners of the mutual fund and exchange-traded fund (ETF) industry. In the September 21, 2018, edition of Focus on Funds, David H. Lui and John H. Walsh, editors of Modern Compliance, discuss how their new reference book captures best practices and...
Companies—including asset management firms—are facing ever-changing cybersecurity threats. This webinar provided fund directors with an overview of cybersecurity risk management programs, practices for board oversight, and the types of threats faced by funds.
Focus on Funds New Data, Analysis on Exchange-Traded Fund Investors Are investors in exchange-traded funds (ETFs) different from traditional mutual fund investors, and—if so—how? In the September 14, 2018, edition of Focus on Funds, ICI Senior Director of Retirement and Investor...
Focus on Funds Fund Board Directors Focus on Cybersecurity Fund board directors are engaging closely to oversee fund cybersecurity and adoption of new technology. In the September 7, 2018, edition of Focus on Funds, Joanne Pace, independent director with OppenheimerFunds and a member...
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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