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Focus on Funds: Global Use of UCITS Funds Is Under Threat

Focus on Funds Global Use of UCITS Funds Is Under Threat New regulatory measures emerging from Brexit could jeopardize the success of funds based on the European Union’s Undertakings for Collective Investment in Transferable Securities, or UCITS. In the June 30, 2017, edition of Focus...
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ICI Global Praises European Advances on Pension Savings

ICI Global Praises European Advances on Pension Savings London, 29 June, 2017— ICI Global Managing Director Dan Waters issued the following response to the European Commission’s adoption of a proposal for structuring a Pan-European Personal Pension (PEPP) product: “A well-structured...
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Focus on Funds: Sweeping Changes for Global Funds

Focus on Funds Sweeping Changes for Global Funds Global asset managers face an environment in which sweeping technological, regulatory, and political changes are transforming the business. In the June 09, 2017, edition of Focus on Funds, ICI Global Managing Director Dan Waters...
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ICI Global Letter to Basel Committee on Step-In Risk (pdf)

May 15, 2017 Basel Committee on Banking Supervision Bank for International Settlements CH-4002 Basel Switzerland Re: Guidelines: Identification and management of step-in risk Dear Sirs and Mesdames: ICI Global1 appreciates the opportunity to comment on the Basel Committee on Banking...
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Regulatory Address, 59th General Membership Meeting

Regulatory Address 59th Annual General Membership Meeting Paul Schott Stevens President and CEO Investment Company Institute May 5, 2017 Marriott Wardman Park Hotel Washington, DC As prepared for delivery. Thank you, Jim [McNamara, GMM chairman, and president and CEO, Goldman Sachs...
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Chairman's Address, 59th General Membership Meeting

Chairman’s Address 59th Annual General Membership Meeting William “Ted” Truscott CEO Columbia Threadneedle Investments May 3, 2017 Marriott Wardman Park Hotel Washington, DC As prepared for delivery. Thank you, Jim [McNamara, GMM chairman, and president and CEO, Goldman Sachs Mutual...
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Welcoming Remarks, 2017 General Membership Meeting

Welcoming Remarks 59th Annual General Membership Meeting James McNamara GMM Chair President and CEO, Goldman Sachs Mutual Funds May 3, 2017 Marriott Wardman Park Hotel Washington, DC As prepared for delivery. Thank you everyone, and welcome to the 2017 ICI General Membership meeting...
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Focus on Funds: Finding Growth in Today’s Capital Markets

Focus on Funds Finding Growth in Today’s Capital Markets Portfolio managers must choose carefully in today's dynamic global environment. In the April 28, 2017, edition of Focus on Funds, John Bilton, managing director for JP Morgan Asset Management, examines where investors may find...