Valuation Content

ICI and IDC Welcome SEC’s Efforts to Modernize Framework for Fund Valuation Practices Washington, DC; April 22, 2020— ICI General Counsel Susan Olson and Independent Directors Council Managing Director Thomas Kim issued the following statement today in response to the US Securities...

ICI Welcomes Treasury Report on Asset Management Regulation Stands Ready to Help Advance Constructive Recommendations Washington, DC, October 26, 2017— Investment Company Institute (ICI) President and CEO Paul Schott Stevens issued the following statement upon the release today by the...

ppr_16_evaluating_swing_pricing.pdf

ICI Statement on Final SEC Liquidity and Data Reporting Rules Washington, DC, October 13, 2016— Today the US Securities and Exchange Commission (SEC) voted to finalize a set of regulations governing funds’ liquidity risk management practices and data reporting. Investment Company...

U.S. Securities and Exchange Commission Chair Mary Jo White laid out a list of SEC priorities in her appearance at ICI’s General Membership Meeting. In the May 26, 2016, edition of Focus on Funds, ICI General Counsel David Blass breaks down the list for funds and their investors.

ICI Statement on SEC Action on Liquidity Risk Management Programs for Mutual Funds Washington, DC, September 22, 2015— Investment Company Institute President and CEO Paul Schott Stevens issued the following statement in response to a vote by the Securities and Exchange Commission (SEC...