Exchange-Traded Funds (ETFs) Content

Earlier this week, ICI submitted supplemental comments (linked below) on the SEC's 2020 disclosure proposal for open-end funds ("funds"). On September 15, the SEC's Office of the Investor Advocate filed with the SEC a research paper on funds' choice of performance benchmarks and...

In June, the SEC issued a request for comment on index providers, model portfolio providers, and pricing services. The release poses many questions exploring whether information providers might meet the definition of "investment adviser" under the Investment Advisers Act of 1940...

This is the dawn of a new era. It’s an era of change – for the industry, the economy, and society as a whole. But most of all, this is an era of leadership for each and every one of us.

For more than half a century, ICI has produced an annual Fact Book featuring research, analysis and data compiled over the previous year. These data are key to ICI’s efforts to help support the foundation of the asset management industry for the ultimate benefit of the long-term...

I’m sure you noticed that we’ve renamed this conference. What used to be called the “Mutual Funds and Investment Management Conference” is now simply the “Investment Management Conference.” This change reflects a simple reality. While mutual funds still comprise the bulk of our...

In conversation with Nate Geraci on the ETF Prime podcast, ICI Deputy General Counsel Keith Lawson speaks about why Senator Wyden's proposed exchange-traded fund (ETF) tax change is misguided. Listen Now More information Exchange-Traded Fund Resource Center ICI CEO Statement Opposing...