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.
Equity, Bond, and Hybrid Mutual Funds Continue Two-Decade Trend of Declining Expense Ratios ICI Reports for First Time on Exchange-Traded Funds’ Expense Ratios Washington, DC, May 17, 2017—The average expense ratios of long-term mutual funds declined in 2016, continuing a two-decade...
January 12, 2017 Mr. Brent J. Fields Secretary Securities and Exchange Commission 100 F Street, NE Washington, D.C. 20549 Re: Comments on Continued Listing Standards for Exchange-Traded Products File No. SR-NASDAQ-2016-135 File No. SR-BatsBZX-2016-80 File No. SR-NYSEArca-2017-01 Dear...
Focus on Funds Another Strong Year for Exchange-Traded Funds Investors are increasingly incorporating exchange-traded funds (ETFs) into their portfolios, and 2016 has been another high-growth year for these funds. ICI Senior Economist Shelly Antoniewicz reviews ETF trends in the...
ETFs Boost Liquidity in Times of Financial Stress By Paul Schott Stevens (As published in InvestmentNews , August 7, 2016) Do exchange-traded funds (ETFs) offer an illusion of liquidity? The notion persists among critics—and even some regulators. Yet these assertions fly in the face...
ETFs Boost Liquidity in Times of Financial Stress (As published in Investment News, August 7, 2016) Do exchange-traded funds offer an illusion of liquidity? The notion persists among critics—and even some regulators. Yet these assertions fly in the face of facts, as proponents of this...
Focus on Funds Latest Trends in Exchange-Traded Funds Exchange-traded funds (ETFs) are an important tool for many asset managers. In the July 15, 2016, edition of Focus on Funds, Shundrawn Thomas, head of funds and managed accounts business at Northern Trust, outlines the latest...
U.S. Securities and Exchange Commission Chair Mary Jo White laid out a list of SEC priorities in her appearance at ICI’s General Membership Meeting. In the May 26, 2016, edition of Focus on Funds, ICI General Counsel David Blass breaks down the list for funds and their investors.
ICI to Unveil Weekly Reports on ETF Net Issuance Washington, DC, April 25, 2016—The Investment Company Institute (ICI) will begin issuing a new report on weekly estimated exchange-traded fund (ETF) net share issuance, offering increased insight into this popular and growing market...
Focus on Funds ICI Seeks Market Improvements for ETFs and Their Investors On August 24, 2015, markets were roiled by structural problems that affected trading in a number of securities, including some equity exchange-traded funds (ETFs). Since then, ICI has been pressing for a greater...
Focus on Funds ICI Expands ETF Resources The October 23, 2015, edition of Focus on Funds offers an update on the Institute’s research and analysis regarding exchange-traded funds (ETFs). Transcript Stephanie Ortbals-Tibbs, ICI Director, Media Relations: Welcome to Focus on Funds, the...
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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