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Focus on Funds: Latest Data on Mutual Fund Ownership

Focus on Funds Latest Data on Mutual Fund Ownership The November 20, 2015, edition of Focus on Funds reviews ICI’s newly released annual survey of mutual fund–owning households. Senior Director of Retirement and Investor Research Sarah Holden examines fund investors, their savings...
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Focus on Funds: Global Tax Update

Focus on Funds Global Tax Update The October 30, 2015, edition of Focus on Funds gives an update on current tax issues facing global funds and their investors. Transcript Stephanie Ortbals-Tibbs, ICI Director, Media Relations: Welcome to Focus on Funds, the Investment Company...
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Focus on Funds: ICI Expands ETF Resources

Focus on Funds ICI Expands ETF Resources The October 23, 2015, edition of Focus on Funds offers an update on the Institute’s research and analysis regarding exchange-traded funds (ETFs). Transcript Stephanie Ortbals-Tibbs, ICI Director, Media Relations: Welcome to Focus on Funds, the...
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Focus on Funds: Global Capital Markets on the Agenda

Focus on Funds Global Capital Markets on the Agenda In the October 16, 2015, edition of Focus on Funds, ICI General Counsel David Blass previews issues on the agenda at the upcoming ICI Global Trading and Market Structure conference, including the proposed EU Capital Markets Union...
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Focus on Funds: First Take on Proposed Liquidity Management Rules

Focus on Funds First Take on Proposed Liquidity Management Rules The October 2, 2015, edition of Focus on Funds offers an initial analysis of the SEC’s new rule proposal on mutual fund and exchange-traded fund (ETF) liquidity management. Transcript Stephanie Ortbals-Tibbs, ICI...
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2015 Tax and Accounting Conference Highlights (video)

Video Highlights from the 2015 Tax and Accounting Conference ICI’s popular Tax and Accounting Conference offered attendees a chance to learn the latest information about tax and accounting issues affecting investment companies from experts representing fund sponsors, regulators, and...
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Focus on Funds: ICI Forums Focus on Cybersecurity Practices

Focus on Funds ICI Forums Focus on Cybersecurity Practices The September 25, 2015, edition of Focus on Funds offers key takeaways on staff training about cybersecurity, and previews an upcoming conference focusing on the topic. Transcript Stephanie Ortbals-Tibbs, ICI Director, Media...