Mutual Funds 100 Content

October 31, 2024—Over the past year, 2.3 million more US households became mutual fund investors. Surprised? Despite headlines forecasting the demise of the mutual fund, the product continues to garner new investors, even a century after its creation.

October 1, 2024—In late September, ICI convened more than 650 professionals in sunny Boca Raton for the 2024 Tax and Accounting Conference. The annual event connects leading experts in asset management, law, and accounting with top regulators for important conversations on tax policy...

This year marks a historic anniversary. It has now been 100 years since the creation of the first US mutual fund. That was a pivotal moment for individual retail investors and the American economy. But it was more than that—so much more. I would argue that the mutual fund is the most...

May 21, 2024—In 1957, the National Association of Investment Companies, predecessor to the Investment Company Institute, produced its first consumer education film: The Hope that Jack Built. Featuring a bow tie-wearing character named Jack, the seven-minute short film played in movie...

May 10, 2024—As ICI celebrates the 100th anniversary of the mutual fund, we’re all celebrating 100 years of innovation across the regulated funds industry—innovation that has enriched everyday investors.

Mutual funds and other registered investment funds direct trillions of dollars to their highest use, with investments that help turn breakthrough ideas into commercial successes and make thriving companies even better. In doing so, these funds play a crucial role in America’s economic...

March 25, 2024—Set against the backdrop of continued regulatory and legislative uncertainty, the 2024 Investment Management Conference (IMC) offered compliance professionals and other industry leaders the insights they need to navigate the ever-changing set of rules that govern asset...

January 30, 2024—The first mutual fund in the United States was created in 1924, which means that mutual funds and other pooled investment products have been part of our country’s economic success story for one hundred years.

January 30, 2024—ICI announced a year-long program commemorating the 100th anniversary of the mutual fund, featuring in-person celebrations, digital content, a national advertising campaign, and other unique programming.

November 21, 2023—In advance of the 100th anniversary of the launch of the first mutual fund, the ICI is launching a national partnership program to commemorate the 2024 anniversary and celebrate an innovation that made saving and investing accessible and affordable.