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 Multiple Employer Plans Offer New Answer to Expanding Retirement Savings Access In the February 12, 2016, edition of Focus on Funds, ICI General Counsel David Blass describes the problems with state plans to increase access to workplace retirement savings plans, and...
Focus on Funds Labor Department Proposal Still Raises Red Flags for Retirement Savers This week, two important congressional committees approved legislation to replace the proposed fiduciary rule from the U.S. Department of Labor (DOL) with a best-interest standard enshrined into...
Focus on Funds Coming Soon: More Detailed Data on Fund Trends In the January 29, 2016, edition of Focus on Funds, ICI Senior Economist Shelly Antoniewicz highlights impending changes to ICI’s data offerings, including far more detailed data on flows into long-term mutual funds, and...
Focus on Funds Bond Funds in the United States and Europe In the January 22, 2016, edition of Focus on Funds, ICI Senior Economist Chris Plantier offers a comparative analysis of U.S. bond mutual funds and European bond funds. > Transcript Stephanie Ortbals-Tibbs, ICI Director, Media...
Focus on Funds SEC Liquidity Proposal: Good Goals, Unintended Consequences The January 15, 2016, edition of Focus on Funds summarizes the Institute’s response to the Securities and Exchange Commission’s liquidity risk management proposal. Transcript Stephanie Ortbals-Tibbs, ICI...
Quick Take: ICI Response to SEC’s Liquidity Management Proposal The SEC’s Proposed Minimum Liquidity Levels Could Harm Investors Among other things, the SEC’s proposed liquidity minimum could impede funds’ ability to take advantage of favorable market opportunities and to accurately...
Focus on Funds Cross-Border Compliance Confusion Continues The January 8, 2016, edition of Focus on Funds offers insight into the global rules governing funds’ clearance of derivatives trades. Transcript Stephanie Ortbals-Tibbs, Director, ICI Media Relations: Global equity fund...
Focus on Funds European Regulations Could Have Global Impact on Investment Research Funding The December 18, 2015, edition of Focus on Funds explains the implications of pending European regulations on asset managers with global research and trading operations. Transcript Stephanie...
Focus on Funds Conference Highlights: Trading and Markets The December 11, 2015, edition of Focus on Funds offers key takeaways for asset managers from the latest ICI Global Trading and Market Structure Conference. Transcript Stephanie Ortbals-Tibbs, Director, ICI Media Relations...
Focus on Funds Millennial Mutual Fund Ownership The December 4, 2015, edition of Focus on Funds offers insights on younger investors and their use of mutual funds. Senior Director of Retirement and Investor Research Sarah Holden shares data on the Millennial Generation from ICI’s...
Latest Comment Letters:
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