Video Content

The Intermediary’s Perspective: The Good, the Bad, and the Ugly of Oversight At this webinar, representatives of financial intermediary firms shared their experiences with fund oversight of their activities. Topics included oversight pain points, benefits, and recommendations for a...

Liquid, low-cost, and transparent. These are some of the many reasons why investors use money market funds. Learn more about these funds and the benefits they provide.

How Has COVID-19 Affected Retirement? OECD-ICI Release of OECD Pensions Outlook 2020 In the chaotic early days of the COVID-19 pandemic, the United States quickly offered relief for retirement savers facing economic stress. It was not alone—in countries around the world, retirement...

On March 8, ICI held a webinar that provided an in-depth exploration of Medallion Signature Guarantees (MSGs) in order to help funds and transfer agents reevaluate their MSG policies and procedures to better meet the needs of shareholders.

Navigating the New ESG Landscape: How US and EU Policy Developments Affect Fund Managers Overwhelmed by information about environmental, social, and governance (ESG) issues? Panelists provided a high-level overview of policy and market developments in the United States and Europe and...

Understanding and Implementing the SEC’s New Fair Value Rules The new fair value rules from the Securities and Exchange Commission (SEC) are the most significant regulatory development affecting funds’ fair value practices in 50 years. ICI’s webinar provided an overview of the new...

ICI Research has been tracking US mutual fund expense ratios since 1996, and they’ve been steadily declining ever since. This video looks broadly at the latest data across major types of US mutual funds and the three key factors driving the decline.

Digital Assets: What Fund Directors Need to Know from a Regulatory and Operational Perspective Both industry participants and regulators are increasingly focused on activities relating to digital assets. This webinar reviewed regulatory compliance and operational considerations...

The New SEC Rule on Funds’ Use of Derivatives The SEC recently adopted a final rule and related amendments governing registered funds’ and business development companies’ use of derivatives. This webinar reviewed the new rule and discuss potential issues that funds, their boards, and...

Mutual funds are investment pools, in which a professional manager invests a pool of money on behalf of many investors. Why have 100 million investors in the United States jumped into these pools? Professional management, diversification, cost-effectiveness, and ready access to funds...