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.
Financial Stability: A Conversation with Investors 56th Annual General Membership Meeting Paul Schott Stevens President and CEO Investment Company Institute May 20, 2014 Washington Hilton Washington, DC As prepared for delivery. Thank you, Marie [Chandoha], for those kind words, for...
ICI: FSOC Seeking “Pretexts” to Designate Funds Washington, DC, April 24, 2014 - ICI President and CEO Paul Schott Stevens made the following statement in response to media reports that the Financial Stability Oversight Council (FSOC) has stepped up its review of major asset managers...
Focus on Funds Responding to the Financial Stability Board Regarding Asset Management and Systemic Risk The April 11, 2014, edition of Focus on Funds outlines ICI’s response to the Financial Stability Board (FSB) on behalf of U.S. and global funds, noting that—in determining risk—a...
ICI: G-SIFI Designation of Regulated Funds Unnecessary and Inappropriate, Would Harm Investors FSB Focus on Size Alone Misplaced; Leverage Is Critical in Determining Risk Washington, DC, April 8, 2014 - Designation of regulated funds like US mutual funds as “global systemically...
April 7, 2014 Secretariat of the Financial Stability Board c/o Bank for International Settlements CH-4002 Basel, Switzerland Re: Assessment Methodologies for Identifying Non-Bank Non-Insurer Global Systemically Important Financial Institutions: Proposed High-Level Framework and...
Focus on Funds Addressing the Question of Systemic Risk in Asset Management In the March 21, 2014, issue of Focus on Funds, ICI President and CEO Paul Schott Stevens comments on a significant new regulatory challenge facing funds and their investors. Transcript Stephanie Ortbals-Tibbs...
Financial Stability and Regulated Funds Dan Waters Managing Director ICI Global 17 March 2014 Chatham House London, United Kingdom As prepared for delivery Key policymakers across the globe, including those here in Europe, have acknowledged the need to enhance the resilience of the...
Financial Stability and U.S. Mutual Funds Paul Schott Stevens President and CEO Investment Company Institute March 17, 2014 Mutual Fund and Investment Management Conference Orlando, FL As prepared for delivery. Thank you, Heidi [Hardin, General Counsel, Janus Capital Management]. It...
ICI and ICI Global Respond to Financial Stability Board’s Consultation on Global Systemically Important Financial Institutions London, 08 January 2014 - Today, Dan Waters, Managing Director of ICI Global, and Karrie McMillan, General Counsel of the Investment Company Institute, made...
Focus on Funds Questions Remain Regarding OFR Report on Systemic Risk The December 6, 2013, issue of Focus on Funds updates ICI’s many concerns about a recent report by the U.S. Treasury Department's Office of Financial Research (OFR) to the Financial Stability Oversight Council...
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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