ICI Global Content

July 17, 2020—The fund industry has responded to the challenges of the pandemic and has found new ways to excel in serving shareholders.

Investors in UCITS funds have enjoyed a broad array of benefits since the first UCITS Directive was adopted in 1985.

June 12, 2020—The 2020 Investment Company Fact Book offers extensive data and insight on funds and fund investors.

Focus on Funds European Regulations Could Complicate Sustainable Investment EU regulations governing environmental, social, and governance (ESG) investment pose a challenging compliance timeline for fund managers. In the May 15, 2020, edition of Focus on Funds, Linda French, ICI...

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...

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...

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...

Focus on Funds New ICI Report Tracks Trends in EU Fund Charges Investors in EU UCITS funds have enjoyed steady declines in ongoing charges. In the December 6, 2019, edition of Focus on Funds, ICI Associate Economist James Duvall examines this trend. Transcript Stephanie Ortbals-Tibbs...

Forces Shaping the Future of Global Asset Management: Demography, Technology, and Competition Paul Schott Stevens President and CEO Investment Company Institute November 25, 2019 Tsinghua University Beijing, China As prepared for delivery. Thank you for the very kind introduction and...