Global Content

The COVID-19 pandemic has triggered a global shutdown and market turbulence, but funds are operating seamlessly. In the April 17, 2020, edition of Focus on Funds, ICI Chief Industry Operations Officer Marty Burns discusses what’s behind the industry’s success in responding to...

Financial Stability Board COVID-19 Trade Association Call Paul Schott Stevens President and CEO Investment Company Institute April 15, 2020 As prepared for delivery. Thank you for the opportunity to join you. The Investment Company Institute represents regulated funds globally. Our...

March 31, 2020 Sent electronically to charles.taillefer@canada.ca Mr. Charles Taillefer Director, Privacy and Data Protection Policy Directorate Marketplace Framework Policy Branch, Strategy and Innovation Policy Sector Innovation, Science and Economic Development Government of Canada...

Paul Schott Stevens, president and CEO of the Investment Company Institute, issued the following statement on the operation of global financial markets:

By Electronic Delivery 27 February 2020 Mr. Pramod Chandra Mody Chairman, Central Board of Direct Taxes North Block New Delhi – 110 001 India Re: India Union Budget 2020 – ICI Global Recommendations Respected Sir: ICI Global1 and our members support the Government of India’s proposal...

By Electronic Delivery February 18, 2020 Lafayette “Chip” G. Harter III Michael Desmond Deputy Assistant Secretary, International Chief Counsel Tax Affairs Internal Revenue Service US Department of the Treasury 1111 Constitution Avenue, NW 1500 Pennsylvania Avenue, NW Washington, DC...

The Japanese Investment Trusts Association (JITA) hosted a seminar today to launch a Japanese-language edition of a book written by Investment Company Institute (ICI) Senior Economic Adviser Peter J. Brady, which illustrates how the US Social Security system and retirement tax...

Earlier this week, ICI's Industry Operations Department surveyed members of the Institute's Technology Committee to better understand the measures being taken by ICI members to protect their employees and maintain business continuity in the face of the new coronavirus outbreak.

Focus on Funds Europe’s New Agenda Will Mean Changes for Global Funds New leaders in the European Union are considering a range of policy decisions affecting global fund managers. In the January 10, 2020, edition of Focus on Funds, Patrice Bergé-Vincent, ICI Global’s managing director...

Focus on Funds ICI Leads Reversal on Troubling Indian Tax A substantial new capital gains tax will not be imposed on global funds operating in India. In the December 13, 2019, edition of Focus on Funds, ICI Assistant General Counsel Katie Sunderland explains the issue and how the...