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.
This quarter marked significant progress in advancing policies that protect investors and strengthen America’s retirement system. With the passage of the recent tax reform bill, lawmakers delivered a major win for fund shareholders and savers nationwide. The new law safeguards the...
ICI Daily News: SCOTUS to Hear Case That Could Curb Activist Lawsuits Lessons from ICI’s 2025 Leadership Summit ICI Applauds Introduction of House Bill to Reform FSOC IRA Investors in Mutual Funds Concentrate Their Assets in Lower-Cost Mutual Funds ICI Announces Tom Quaadman Will Lead...
ETF Conference September 8–10 ICI’s first-ever conference focused exclusively on ETFs will bring together ETF sponsors, regulators, and other market participants in a vibrant environment of learning, discussion, and collaboration. Tax and Accounting Conference October 5–8 Join us to...
The SEC’s Director of the Division of Investment Management Brian Daly in conversation with ICI’s General Counsel Paul Cellupica. This week, ICI hosted the Securities and Exchange Commission’s (SEC) new Director of the Division of Investment Management, Brian Daly, for a discussion...
ICI has launched several new committees and working groups over the past few months, many of which are actively seeking new members: The Financial Innovation Advisory Committee (FIAC) brings together a unique cross-section of our membership to grapple with the regulatory and...
ICI President and CEO Eric J. Pan appeared on CNBC’s ETF Edge in July to discuss developments in the current regulatory landscape: “We want to be pro-innovation. We like the idea that through competition, firms, our members, can come up with new products, try them out, see if there's...
[36037] March 04, 2025 TO: ICI Members Alternative Closed-End Fund Working Group Closed-End Investment Company Committee Co-Investment Working Group SUBJECTS: Alternative Investments Closed-End Funds Exchange-Traded Funds (ETFs) Fixed Income Securities Investment Advisers RE: ICI...
On January 16, 2025, the staff of the Securities and Exchange Commission's Division of Investment Management issued guidance reminding registrants about their website disclosure requirements.
January 16, 2025—“Help U.S. Retire,” an advocacy campaign to protect the investment funds that middle-class Americans rely on to build their long-term financial security, launched today.
On December 27, the Federal Reserve Board (FRB), Office of the Comptroller of the Currency (OCC), and Federal Deposit Insurance Commission (FDIC and collectively, Agencies) issued a statement (Statement) extending previously issued no-action relief under Regulation O.
On December 17, 2024, the Commodity Futures Trading Commission approved a final rule amending CFTC Regulation 1.25, which provides for the safeguarding and investment of customer funds by futures commission merchants and derivatives clearing organizations.
Latest Comment Letters:
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