Investors Content

March 5, 2024—Custodians play a vital role in financial markets, reinforcing trust and serving investors by safeguarding assets. Existing practices in the custody business are longstanding and function exceptionally well.

February 29, 2024—ICI President and CEO Eric Pan released the following statement after Senators John Hickenlooper (D-CO) and Tom Tillis (R-NC) introduced the Improving Disclosure for Investors Act of 2024, to mirror the existing bipartisan House bill, HR 1807.

February 5, 2024—Judging by some narratives, you might think that young Americans face a bleak financial future. Whereas Baby Boomers and older generations benefited from a robust economy and outsized investment gains, Gen Z and Millennials have suffered ballooning expenses and other...

January 2, 2024—ICI President and CEO Eric Pan released the following statement regarding the Department of Labor's (DOL) proposed rule updating the definition of an investment advice fiduciary under the Employee Retirement Income Security Act (ERISA).

November 1, 2023—According to new research published by the ICI, 54.4 percent of households in the United States owned funds such as mutual funds or ETFs in 2023. ICI’s latest reports “Characteristics of Mutual Fund Investors, 2023” and “Ownership of Mutual Funds and Shareholder...

November 3, 2023—Technological innovation in the financial services industry has driven huge benefits for Main Street investors, slashing costs and ushering in new investment opportunities. This innovation has taken place within a strong legal framework that protects investors.

October 31, 2023—ICI President and CEO Eric Pan released the following statement regarding the Department of Labor's (DOL) proposed rule updating the definition of an investment advice fiduciary under the Employee Retirement Income Security Act (ERISA)...

Like the products themselves, exchange-traded fund (ETF) and mutual fund investors share many commonalities. In fact, most ETF-owning households also own mutual funds, using both vehicles to achieve similar goals. However, recent ICI survey data shed light on some important...

September 20, 2023–ICI President and CEO Eric Pan released the following statement regarding the Securities and Exchange Commission’s (SEC) vote to adopt reforms to the Fund Names rule.