Retail Investment Strategy (RIS) Content

March 4, 2025—ICI wrote to the Securities and Exchange Commission today to encourage the agency to approve a principles-based co-investment framework that would provide more flexibility for retail investment products.

December 19, 2024—UCITS remain a global success story, serving as a cost-effective savings tool for investors worldwide since their adoption in 1985.

Ambitious policymakers from both big US political parties are looking to make hay of the failed idea that retail investment funds hold too much stock in our largest companies. They are hoping to advance headline-grabbing policy agendas that would ultimately harm everyday American...

October 19, 2023—UCITS investors continue to benefit from lower ongoing charges, according to an updated report from the Investment Company Institute (ICI)—Ongoing Charges for UCITS in the European Union, 2022. This year’s report will help inform European policy makers as they...

When the European Commission released its proposed EU Retail Investment Strategy (RIS) package, it noted that capital market participation in the European Union has traditionally been lower than in the United States. We sometimes hear that part of the reason for this discrepancy is...

With the Retail Investment Strategy (RIS), the European Union has a chance to empower tens, perhaps hundreds, of millions of people to chart a stronger financial future. There is an opportunity to create a framework that will enable and incentivize retail savers to invest in the...