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Focus on Funds: A Review of ICI's Retirement Summit

Focus on Funds A Review of ICI’s Retirement Summit The April 17, 2014, edition of Focus on Funds features ICI President and CEO Paul Schott Stevens, who summarizes the key issues and research covered at ICI’s recent Retirement Summit. Transcript Stephanie Ortbals-Tibbs, Director, ICI...
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Focus on Funds: The Growth and Globalization of Mutual Funds

Focus on Funds The Growth and Globalization of Mutual Funds The April 4, 2014, edition of Focus on Funds highlights new ICI Global research that describes and explains the rapid growth of the global funds industry, as well as prospects for its future. Transcript Stephanie Ortbals...
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Focus on Funds: Profile of Mutual Fund Shareholders

Focus on Funds Profile of Mutual Fund Shareholders The March 28, 2014, issue of Focus on Funds offers insights from “Profile of Mutual Fund Shareholders,” an annual ICI report that provides an extensive look at the demographic and financial profile of mutual fund investors. Transcript...
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Focus on Funds: An Innovative Agenda for ICI's GMM

Focus on Funds An Innovative Agenda for ICI’s GMM The March 14, 2014, issue of Focus on Funds outlines a General Membership Meeting agenda covering topics such as cybersecurity and how investors get—and are influenced by—advice. This year’s GMM is set for May 20–22. Transcript...
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Focus on Funds: White House Budget Proposal Is Misguided

Focus on Funds White House Budget Proposal Is Misguided The March 7, 2014, issue of Focus on Funds explains a proposal in the president’s newly released budget that would limit the incentives encouraging people to save for retirement. Transcript Stephanie Ortbals-Tibbs, Director, ICI...
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Focus on Funds: Looming FATCA Deadline Spurs New Concern

Focus on Funds Looming FATCA Deadline Spurs New Concern The February 28, 2014, issue of Focus on Funds explains the growing alarm among Asia-Pacific funds and investors about the lack of signed intergovernmental agreements (IGAs) in the region. Transcript Stephanie Ortbals-Tibbs...
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Focus on Funds: Plans for a New Global Tax Compliance System

Focus on Funds Plans for a New Global Tax Compliance System The February 21, 2014, issue of Focus on Funds explains the new framework from the Organisation for Economic Co-operation and Development (OECD) for automatic exchange of information (AEOI), and clarifies what it means for...
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Focus on Funds: Latest 401(k) Research

Focus on Funds Latest 401(k) Research The February 14, 2014, issue of Focus on Funds highlights the latest data on 401(k) accounts and American attitudes toward defined contribution plans. Transcript Stephanie Ortbals-Tibbs, Director, ICI Media Relations: Welcome to Focus on Funds...