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Costs for European UCITS Continued Downward Trend

Costs for European UCITS Continued Downward Trend Average ongoing charges for equity and fixed-income funds fell in 2019 London, 26 October 2020—New Investment Company Institute (ICI) research shows average ongoing charges for equity and fixed-income UCITS domiciled in the European...

October 26, 2020

Speech

The Future of European Financial Markets, 9th Annual QED Fund Regulation Conference

Panel: The Future of European Financial Markets 9th Annual QED Fund Regulation Conference Paul Schott Stevens President and CEO Investment Company Institute 29 September 2020 As prepared for delivery. Thank you, Marcel, and thanks as well to all participating in today’s discussions...

September 29, 2020

Video

Focus on Funds: Funds Adopt Lasting Innovations to Meet Pandemic Challenges

September 25, 2020—The fund industry has adapted after six months of remote work. Some changes may be here to stay.

September 25, 2020

Video

Focus on Funds: Global Fund Operations Innovate to Meet Uncertain Times

September 18, 2020—Fund operations have adapted quickly to global pandemic challenges, including remote work environments.

September 18, 2020

Speech

Closing Remarks, FT Future of Asset Management Summit: Strategies for the Next Decade

FT Future of Asset Management Summit: Strategies for the Next Decade Closing Remarks Paul Schott Stevens President and CEO Investment Company Institute 17 September 2020 As prepared for delivery. Thank you, Colby [Smith]. And hello, everyone. I think I can safely speak for all of us...

September 17, 2020

Comment Letter

French Language Translation of Submission to French Tax Administration on Proposed Withholding Tax Exemption Guidance (pdf)

September 15, 2020

Comment Letter

Submission to French Tax Administration on Proposed Withholding Tax Exemption Guidance (pdf)

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September 15, 2020

Comment Letter

Letter to IRS Requesting Meeting On EU Reclaims (pdf)

By Electronic Delivery September 11, 2020 Peter Blessing Associate Chief Counsel (International) Internal Revenue Service 1111 Constitution Avenue, NW Washington, DC 20224 Helen Hubbard Associate Chief Counsel (Financial Institutions & Products) Internal Revenue Service 1111...

September 11, 2020

Memo#

32745

CFTC Staff Updates No-Action Relief Related to LIBOR and Benchmark Reform Transition

The CFTC Divisions of Swap Dealer and Intermediary Oversight (DSIO), Market Oversight (DMO), and Clearing and Risk (DCR) recently revised and expanded previously-issued no-action letters that provide relief to swap dealers (SDs) and other market participants related to the transition...

September 8, 2020

Comment Letter

ICI Global Response to EU Consultation on Disclosure Regulation RTS (pdf)

Filed 1 September 2020 1 ICI Global Response to the ESAs’ Consultation on Proposed Regulatory Technical Standards (RTS) for the EU’s Sustainable Finance Disclosure Regulation (SFDR) [Please note that the consultation utilized a template with each consultation question (including an...

September 1, 2020

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