Focus on Funds Content

Focus on Funds Fund Operations Is Changing Dramatically Fund operations is becoming more visible, technology-driven, and focused on creative problem-solving. In the July 19, 2019, edition of Focus on Funds, ICI Chief Industry Operations Officer Marty Burns discusses the changes and...

Focus on Funds Fund Fees and Expenses Continue to Fall US mutual fund and exchange-traded fund (ETF) investors continue to benefit from the industrywide trend of falling fund fees and expenses. In the July 12, 2019, edition of Focus on Funds, ICI Senior Director of Industry and...

Despite the market downturn in 2018, investor demand for closed-end fund shares remained positive. In the June 28, 2019, edition of Focus on Funds, ICI Associate Economist James Duvall highlights key trends from ICI’s recent market report.

Focus on Funds Fund Investment Trends Remain Stable Amid market ups and downs, fund flow trends are following fairly typical investment patterns. In the May 31, 2019, edition of Focus on Funds, ICI Economist Morris Mitler offers a quick breakdown. Transcript Stephanie Ortbals-Tibbs...

Focus on Funds Funds and Investors on Watch for New US Regulations The US Securities and Exchange Commission (SEC) soon will make several decisions affecting fund management and fund investors, including issuing the long-awaited Regulation Best Interest. After SEC Chairman Jay Clayton...

Focus on Funds Funds Have New Tools to Combat Elder Abuse and Fraud When it comes to fraud and exploitation, aging investors are particularly vulnerable. In the March 1, edition of Focus on Funds, ICI Associate General Counsel Tami Salmon details the threat, and how ICI, its members...

Focus on Funds Protecting Against an Unpleasant Surprise to Your Fund Savings Many investors are unaware of new changes to the rules governing when and how retirement savings accounts are deemed “abandoned” by the investor—and taken by their state government. ICI offers advice and...

Cyberwarfare is moving more quickly than ever. In the February 8, 2019, edition of Focus on Funds, cybersecurity expert Ron Plesco discusses the changing nature of attacks and the best lines of defense.

Focus on Funds As Cybersecurity Heats Up, So Do Cyber Regulations An onslaught of regulations focused on the digital economy is injecting new complexity into fund management. In the February 1, 2019, edition of Focus on Funds, ICI Chief Information Security Officer Advisory Committee...

Focus on Funds Funds Expand Their Cybersecurity Fight Funds are constantly tailoring their cybersecurity in response to the latest threats. In the January 25, 2019, edition of Focus on Funds, Ellen Rinaldi, who just concluded a four-year term as chair of ICI’s Chief Information...