Mutual Funds Content

A version of this letter by ICI Chief Economist Sean Collins was released in the Institute’s 61st edition of the Investment Company Fact Book. 2020. What a year. I’m writing this letter sitting in my basement, which has served as my office this past year. It’s March 15, 2021, almost...

Recently, ICI, SIFMA, and the DTCC announced that our organizations are collaborating on efforts to accelerate the US securities settlement cycle from two business days after a trade is executed (T+2) to one business day after a trade is executed (T+1). We’ve been discussing this...

Investing in mutual funds for your retirement, a child’s education, or for a rainy day? Learn how to protect your savings with Elizabeth Hamilton Guarino and ICI's Tami Salmon and Joanne Kane. Listen Now More information How to Protect Yourself from Being Deemed a “Lost” Mutual Fund...

You may hear a lot about the saving habits of Baby Boomers and Millennials, but what about Generation X? For this "forgotten generation," now in their 40s and 50s, retirement planning is a pressing topic. Along with host Amy Irvine, Tina Kilroy of the ICI Education Foundation and...

The evidence about what happened to financial markets in March 2020 is still far too mixed and preliminary to conclude that new regulation is appropriate for bond mutual funds.

ICI President and CEO Eric J. Pan explains why policymakers need clear-eyed, evidence-based assessments of the market events of March 2020.

In the past decade, a number of regulators and academics have discussed concerns about the growth in the assets of bond mutual funds, as well as their increasing share of the bond market, especially the corporate bond market. 1 The concern is that bond fund investors, now playing a...

Why have bond mutual funds grown substantially in the past several years? There are two possible explanations, with very different implications.

Investors in long-term mutual funds have never been quick to redeem their holdings, even in periods of market stress. This continued to be true in March 2020 during the COVID-19 market turmoil. Ultimately, long-term mutual fund investors know that taking this course will help them...

Policymakers around the globe are studying the turmoil in March 2020 related to the COVID-19 pandemic to determine what happened and why. Similar work is being done by academics and other analysts. Bond mutual funds have been one area of focus, and policymakers will be considering the...