ICI Innovate brings together multidisciplinary experts to explore how emerging technologies will impact fund operations and their implications for the broader industry.
ICI Innovate is participating in the Emerging Leaders initiative, offering a heavily discounted opportunity for the next generation of asset management professionals to participate in ICI’s programming.
Focus on Funds New Data, Analysis on Exchange-Traded Fund Investors Are investors in exchange-traded funds (ETFs) different from traditional mutual fund investors, and—if so—how? In the September 14, 2018, edition of Focus on Funds, ICI Senior Director of Retirement and Investor...
Focus on Funds Fund Board Directors Focus on Cybersecurity Fund board directors are engaging closely to oversee fund cybersecurity and adoption of new technology. In the September 7, 2018, edition of Focus on Funds, Joanne Pace, independent director with OppenheimerFunds and a member...
Focus on Funds Fund Board Directors Embrace Industry Change New technologies, SEC regulations, and a push for increased board diversity are a few of the important issues fund board directors are addressing as they oversee funds on behalf of shareholders. In the August 24, 2018...
ICI’s analysis of the 2017 closed-end fund market reveals a diverse, lively, and growing role for this investment product. In the August 10, 2018, edition of Focus on Funds, ICI Economist Morris Mitler examines the key trends and what is driving them.
Focus on Funds Latest Data Show US Retirement Savers Holding Steady US retirement account holders are holding steady on their investment contributions and strategies. In the July 20, 2018, edition of Focus on Funds, ICI Senior Director of Retirement and Investor Research Sarah Holden...
Focus on Funds US Fund Regulators Set Their 2018 Agenda At ICI’s recent General Membership Meeting (GMM), US Securities and Exchange Commissioner Michael Piwowar outlined the SEC’s top regulatory concerns affecting funds. In the June 8, 2018, edition of Focus on Funds, ICI General...
Focus on Funds Top Trends in Emerging Market Investment Investing in emerging markets today involves a number of issues, including country-specific social and infrastructure needs. In the May 18, 2018, edition of Focus on Funds, Danielle Myles, editor of The Banker, summarizes recent...
Focus on Funds Understanding Cryptocurrencies and Investing There’s a lot of talk about investment in cryptocurrencies—but do they actually affect the average investor? In the April 13, 2018, edition of Focus on Funds, ICI Chief Industry Operations Officer Marty Burns details the...
Focus on Funds Time to Bring Shareholder Report Delivery into the 21st Century Fund shareholders increasingly turn to the internet for a wide range of information and services—but outdated regulations leave them stuck with an inefficient and expensive method of receiving shareholder...
Focus on Funds It’s Time to Update Fund Board Director Roles Fund board directors are seeking to modernize the roles they have played in serving funds and their investors. In the March 23, 2018, edition of Focus on Funds, Amy Lancellotta, managing director of the Independent Directors...
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TEST - ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland
ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland
ICI Response to the European Commission on the Savings and Investments Union