Mutual Funds Content

This is the dawn of a new era. It’s an era of change – for the industry, the economy, and society as a whole. But most of all, this is an era of leadership for each and every one of us.

I’m sure you noticed that we’ve renamed this conference. What used to be called the “Mutual Funds and Investment Management Conference” is now simply the “Investment Management Conference.” This change reflects a simple reality. While mutual funds still comprise the bulk of our...

In a world that is more interconnected than ever, it is important to fend off foreign threats to strategic industries—but not at the expense of constricting productive foreign investments. It is in every nation’s interest to make the distinction between the two in their foreign direct...

Shortening the settlement cycle will mitigate risk and maximize investment opportunities—all for the benefit of funds and their investors.

ICI, SIFMA, and the DTCC are continuing their efforts to advocate for shortening the securities settlement cycle to T+1.

ICI Research has been tracking US mutual fund expense ratios since 1996, and they’ve been steadily declining ever since. This video looks broadly at the latest data across major types of US mutual funds and the three key factors driving the decline.

Mutual funds are investment pools, in which a professional manager invests a pool of money on behalf of many investors. Why have 100 million investors in the United States jumped into these pools? Professional management, diversification, cost-effectiveness, and ready access to funds...

On May 29, we celebrate National 529 Day (5/29, get it?)—a day to highlight the importance of 529 savings plans in helping Americans plan and pay for education expenses. If you have plans for education or have plans for your family’s education, and if you aren’t already saving in a...