Investor Research Content

per25-08.pdf

Below is an abridged version of a letter by ICI Chairman George C. W. Gatch and ICI President and CEO Paul Schott Stevens that was released in ICI’s 2019 annual report. To read their full letter, please see ICI’s 2019 Annual Report to Members.

Labor Day 2019 marked the 45th birthday of the individual retirement account (IRA). When the Employee Retirement Income Security Act was signed into law on September 2, 1974, it introduced bold steps to safeguard Americans’ employer-sponsored pensions and created the IRA. Forty-five...

19_rpt_recsurveyq1.pdf

ICI Explains Who Invests in Mutual Funds and Why? Mutual fund ownership has gone mainstream. About 100 million Americans—or 45 percent of US households—invest in mutual funds, which are a great way for investors to achieve their financial goals. In this short video, ICI Economist Dan...

ppr_18_rec_survey.pdf

Globalization has hit a few speed bumps in recent years, but it hasn't slowed the globalization of the Investment Company Fact Book. Consistent with ICI’s mission to represent the interests of regulated funds and their investors worldwide, Fact Book is expanding its international...

per25-02.pdf