Fact Sheet Content

The US retirement system is the envy of the world, thanks largely to the success of defined contribution plans—such as 401(k)s—and individual retirement accounts (IRAs). Together with Social Security, employer plans and IRAs have helped build the middle class, giving millions of...

Perhaps one of the most significant recent global trends is the increasing investor interest in ESG matters. The fund industry is responding to this increased investor interest by, among other things, creating new funds that explicitly tailor their investments to specific ESG criteria...

Recent SEC Rules Concerning Fund Web Sites The Securities and Exchange Commission has adopted several rules that include provisions relating to investment company (fund) Web sites. Most commonly, the rules require funds to disclose in certain documents whether or not specified...