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.
IIFA Presents Expanded Worldwide Regulated Open-End Fund Assets and Flows Report Over the past several years, the IIFA’s International Statistics Working Committee has reviewed the International Statistical Exchange to enhance the scope and quality of the data that constitute the IIFA...
Data on UCITS ongoing charges have become more widely available to investors in recent years. Enhancements to costs and charges disclosures that UCITS and distributors make available to investors have provided them with a wealth of beneficial information, which we believe can be...
For the 2020 Annual Report to Members, three members of ICI’s leadership sat down to share their thoughts on how the Institute and the fund industry have navigated the COVID-19 crisis.
Paul Schott Stevens, ICI’s longest-serving chief executive, retired at the end of 2020. As he neared the end of his 16 years of service, he sat down with ICI staff to discuss the events of his tenure.
2020 will go down in history as a year that none of us can ever forget. It was a year of turmoil, fear, and reckoning. Yet for the regulated fund industry, it also proved to be a year of resilience, transition, and great hope. Read more from ICI Chairman George C. W. Gatch's letter...
ICI research shows a steady decline in the cost of UCITS investing. European regulators are looking beyond just declining cost, however, by requiring UCITS managers to justify the value of these funds to investors. But how do investors assess value relative to cost, and what is the...
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...
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...
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...
On August 14, the CFTC issued two proposals to amend certain margin requirements for non-cleared swaps for swap dealers (SDs) and major swap participants (MSPs) (collectively, “covered swap entities” or CSEs). The CFTC Global Markets Advisory Committee’s Subcommittee on Margin...
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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