Focus on Funds Content

Focus on Funds Learn About the Millions of American Households Invested in Mutual Funds In the January 18, 2019, edition of Focus on Funds, ICI Senior Director of Retirement and Investor Research Sarah Holden offers a detailed look at the 56 million American households invested in...

Focus on Funds Exchange-Traded Fund Investors Are Different Investors in exchange-traded funds (ETFs) tend to be younger, more educated, and more confident market participants, according to a recent paper from ICI and Strategic Business Insights. In the January 11, 2019, edition of...

Focus on Funds Fund Investor Reports May Get a Makeover As the US Securities and Exchange Commission seeks to modernize fund shareholder reports, ICI has developed and tested a summary shareholder report to simplify fund disclosure and make it easier for investors to understand. In...

Focus on Funds At 40, the 401(k) Is a Savings Success Four decades after the 401(k) was created, Americans have accumulated trillions of dollars in retirement savings using 401(k) accounts. In the November 16, 2018, edition of Focus on Funds, ICI Senior Director of Retirement and...

Focus on Funds 2018 Fund Investment Stays on a Positive Track Fund investors have continued to direct money into mutual funds and exchange-traded funds (ETFs), even during 2018’s volatile markets. In the November 9, 2018, edition of Focus on Funds, ICI Economist Morris Mitler examines...

Focus on Funds Funds Prepare for Imminent Changes to Liquidity Management Rules New Securities and Exchange Commission rules governing fund liquidity will go into effect in a few months. In the October 26, 2018, edition of Focus on Funds, ICI Assistant General Counsel Matt Thornton...

Focus on Funds The SEC Makes Notable Advances in Fund Regulation The US Securities and Exchange Commission (SEC) is moving ahead on a range of rules and rule proposals affecting mutual funds and exchange-traded funds. In the October 19, 2018, edition of Focus on Funds, ICI General...

Focus on Funds Fund Investment Is Transforming American Stock Ownership American stock ownership has become democratized through the increased use of funds. In the October 12, 2018, edition of Focus on Funds, ICI Chief Economist Sean Collins talks about the stake today’s “Main Street”...

Focus on Funds What the Fund Industry and the Space Industry Have in Common The similarities between working in space and working in the fund industry are surprising. In the September 28, 2018, edition of Focus on Funds, retired NASA astronaut Jerry Linenger shares lessons from his...

Regulatory compliance touches all corners of the mutual fund and exchange-traded fund (ETF) industry. In the September 21, 2018, edition of Focus on Funds, David H. Lui and John H. Walsh, editors of Modern Compliance, discuss how their new reference book captures best practices and...