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.
[17204] March 18, 2004 TO: FIXED-INCOME ADVISORY COMMITTEE No. 5-04 MONEY MARKET FUNDS ADVISORY COMMITTEE No. 6-04 TAX MEMBERS No. 16-04 RE: INSTITUTE LETTER REGARDING MARKET DISRUPTIONS CREATED BY PROPOSED REVISIONS TO CIRCULAR 230 The Treasury Department (“Treasury”) recently...
[17173] March 5, 2004 TO: FIXED-INCOME ADVISORY COMMITTEE No. 4-04 MONEY MARKET FUNDS ADVISORY COMMITTEE No. 5-04 TAX COMMITTEE No. 8-04 RE: INSTITUTE COMMENT LETTER REGARDING PROPOSED CHANGES TO CIRCULAR 230 The attached Institute comment letter addresses proposed revisions by the...
[17145] February 27, 2004 TO: FIXED-INCOME ADVISORY COMMITTEE No. 3-04 MONEY MARKET FUNDS ADVISORY COMMITTEE No. 4-04 TAX COMMITTEE No. 6-04 RE: DRAFT COMMENT LETTER FOR YOUR REVIEW REGARDING PROPOSED CHANGES TO CIRCULAR 230 The attached Institute draft comment letter addresses...
[17038] February 2, 2004 TO: FIXED-INCOME ADVISORY COMMITTEE No. 2-04 MONEY MARKET FUNDS ADVISORY COMMITTEE No. 3-04 RE: REMINDER NOTICE - INSTITUTE CONFERENCE CALL ON THURSDAY FEBRUARY 5TH TO DISCUSS IRS PROPOSAL REGARDING IRS CIRCULAR 230 As we previously reported to you, the...
[17028] January 29, 2004 TO: FIXED-INCOME ADVISORY COMMITTEE No. 1-04 MONEY MARKET FUNDS ADVISORY COMMITTEE No. 2-04 RE: IRS PROPOSAL TO RE-DEFINE TAX SHELTER OPINIONS TO INCLUDE MUNICIPAL SECURITIES BOND COUNSEL OPINIONS The Treasury Department has issued a proposal to modify certain...
[17026] January 29, 2004 TO: MONEY MARKET FUNDS ADVISORY COMMITTEE No. 1-04 RE: NABL DRAFT PAPER TO ADDRESS MONEY MARKET FUND CONCERNS RELATING TO SHORT-TERM AND VARIABLE RATE INSTRUMENTS A task force of the National Association of Bond Lawyers (NABL) has prepared a draft paper to...
[16745] November 6, 2003 TO: TAX MEMBERS No. 60-03 MONEY MARKET FUNDS ADVISORY COMMITTEE No. 18-03 FIXED-INCOME ADVISORY COMMITTEE No. 16-03 RE: ADDITIONAL IRS GUIDANCE ON SYNTHETIC TAX-EXEMPT SECURITIES The Internal Revenue Service (the “Service”) has issued Revenue Procedure 2003...
[16479] August 29, 2003 TO: FIXED-INCOME ADVISORY COMMITTEE No. 15-03 MONEY MARKET FUNDS ADVISORY COMMITTEE No. 17-03 RE: MSRB WITHDRAWS CONTROVERSIAL TRADING HALT RULE PROPOSAL As we previously informed you, the Municipal Securities Rulemaking Board issued a rule proposal to allow it...
[16440] August 19, 2003 TO: TAX MEMBERS No. 45-03 SEC RULES MEMBERS No. 109-03 FIXED-INCOME ADVISORY COMMITTEE No. 14-03 MONEY MARKET FUNDS ADVISORY COMMITTEE No. 15-03 RE: DIVERSIFICATION GUIDANCE FOR REFUNDED BONDS We are pleased to inform you that the Internal Revenue Service (“IRS...
[16453] August 19, 2003 TO: MONEY MARKET FUNDS ADVISORY COMMITTEE No. 16-03 RE: ICI COMMENT LETTER IN SUPPORT OF RULEMAKING PETITION RELATING TO TREATMENT OF MONEY MARKET FUNDS UNDER EXCHANGE ACT RULES The Investment Company Institute has prepared a comment letter in support of the...
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