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.
The Senate Should Follow the House and Pass the Financial Exploitation Prevention Act Financial exploitation is a significant, and potentially devastating, problem throughout the country, particularly for seniors and other vulnerable adults who are common targets of scammers and...
Policymakers and commentators are paying more attention than ever to UCITS ongoing charges. This heightened scrutiny has led to two common misperceptions. First, that declines in UCITS ongoing charges are “too small.” Second, that UCITS ongoing charges are “too high.” ICI analysis on...
The Investment Company Institute, which represents the global regulated fund industry, supports SECURE Act 2.0—bipartisan legislation that will help Americans plan and save for retirement, bringing that dream closer to reality—because it contains several commonsense provisions to...
US President Joe Biden’s decision to make climate change a top priority opens wide the door to developing international standards for how climate issues will be addressed in trade and finance.
Last month, Senator Brian Schatz (D-HI) and Representative Peter DeFazio (D-OR) introduced the Wall Street Tax Act in the Senate and the House, respectively. The bill would level a tax of 10 basis points (or 0.1 percent) on the value of the securities transferred in financial...
‘Easier, cheaper fund distribution would help build stronger capital markets.’ Europe is facing two related and urgent needs: bolstering economic growth and providing its citizens with efficient, lower-cost vehicles for savings and investment. One way to address both problems is to...
Message from IDC Chair Dorothy Berry on Court’s Decision to Strike Down SEC’s Proxy Access Rule On July 22, the United States Court of Appeals for the District of Columbia Circuit vacated the proxy access rule adopted by the Securities and Exchange Commission (SEC) last year. The...
Opinion - The Ever-Evolving Process of Risk Oversight By: Dorothy A. Berry As published in BoardIQ on May 10, 2011 Guest columnist Dorothy A. Berry is chair of the Independent Directors Council. Berry is an independent director of PNC Funds and independent chair of Professionally...
July 2010 Data Show Continued Trend Toward Bond Funds Analysis from ICI Chief Economist Brian Reid Our report on “Trends in Mutual Fund Investing” for July shows a continuation of several trends in bond and stock mutual funds—activity that has attracted a great deal of attention and...
Retirees Have Choices and Need Flexibility, Not Mandates, in Retirement Planning By Paul Schott Stevens (as published in BNA Pensions and Benefits Daily on June 29, 2010) Paul Schott Stevens is president and chief executive officer of the Investment Company Institute, Washington, D.C...
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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