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Mutual Integrity, Mutual Trust

Mutual Integrity, Mutual Trust  by Paul G. Haaga (as published in The Wall Street Journal, December 15, 2003) It is not news that mutual funds experienced remarkable growth over the last 20 years. More than 60% of middle-American households now own fund investments. In a 1999 Pew...
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Fund Industry Leaders Join Forces on Proxy Voting Disclosure

No Disclosure: The Feeling Is Mutual by John J. Brennan and Edward C. Johnson 3rd The Securities and Exchange Commission is considering a proposal to require mutual funds to disclose how they vote the proxies of the corporations whose stock they hold. While it seems a well-intended...
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Changes Have Come, Quietly

Changes Have Come, Quietly Reforms that work best benefit mutual fund shareholders. by Matthew P. Fink President, Investment Company Institute Since mutual funds rarely seek the spotlight when advancing reforms, observers might be unaware of the industry’s longstanding efforts to...
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Closing the Investor "Knowledge Gap"

Closing the Investor "Knowledge Gap" by Julie Domenick Executive Vice President, Investment Company Institute Successful investors are informed investors. While technology has made it easier for individuals to gather information about their investments, experts remind investors that...
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Shareholders Need Useful Information

Shareholders Need Useful Information by Matthew P. Fink President, Investment Company Institute  "Disclosure creep" is back. Two years ago, Securities and Exchange Commission regulators enacted the most sweeping reforms ever of the disclosure rules governing mutual fund prospectuses...
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It's a Matter of Fairness

It’s a Matter of Fairness by Matthew P. Fink President, Investment Company Institute Americans today are living longer, but they’re not saving enough to ensure a secure retirement. Personal savings are a core component of a financially secure retirement policy. In order to ensure that...