ICI Viewpoints
Fixing Our Broken Proxy Voting System
November 15, 2024—Just as publicly traded companies do, mutual funds, ETFs, and closed-end funds...
News Release
100 Years Later: Mutual Funds Driver of Wealth for Middle-Class Americans
October 31, 2024—According to new research published by the Investment Company Institute (ICI), 53.7...
ICI Viewpoints
The New Face of Fund Ownership: A Bigger and More Diverse Marketplace
October 31, 2024—Over the past year, 2.3 million more US households became mutual fund investors...
Speech
The Mutual Fund: The Most Important Financial Innovation in Modern History
This year marks a historic anniversary. It has now been 100 years since the creation of the first US...
White Paper
Mutual Fund to ETF Conversion: Operational Considerations
Beginning in 2021, there has been a steadily increasing trend of mutual funds converting to ETFs...
ICI Viewpoints
Financial Policymakers Need to Look at the Facts About the “Growing Threat” of NBFI
August 6, 2024—Central bankers and finance ministries have increasingly equated the size and growth...
Research
IRA Investors in Mutual Funds Concentrate Their Assets in Lower-Cost Mutual Funds (pdf)
ICI Viewpoints
A Century of Growth: 100 Years of the Mutual Fund
May 21, 2024—In 1957, the National Association of Investment Companies, predecessor to the...