2020 Summer Update: BDAC and BTRAC Join us on August 6 for timely information about key ICI Broker-Dealer Advisory Committee (BDAC) and Bank, Trust, and Retirement Advisory Committee (BTRAC) activities, including: The impact of the COVID-19 pandemic Publications and updates Heading...
Achieving Operations Excellence: The Power of Transformation ICI Chief Industry Operations Officer Marty Burns and Nancy Wiser, global head of operations at Wells Fargo Asset Management, enjoyed an insightful conversation about achieving operations excellence and efficiencies. Topics...
After the Pandemic: The Future of the Global Fund Industry When the COVID-19 pandemic ends, investors, businesses, and policymakers will face a different world. Global fund managers must navigate this new environment and an array of forces and challenges—weaker economies, stiffer...
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...
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...
