News and Resources
News Releases
News Release
ICI Statement on the Life and Legacy of President Jimmy Carter
December 19, 2024—ICI President and CEO Eric Pan released a statement on the passing of Jimmy Carter...
News Release
The Rise of Target Date Funds: ISS MI BrightScope and ICI’s Closer Look at 403(b) Plan Investments
December 23, 2024—ICI and ISS Market Intelligence (MI) today released their collaborative report on...
News Release
UCITS: A Cost-Effective Savings Vehicle Benefitting Investors Worldwide
December 19, 2024—UCITS remain a global success story, serving as a cost-effective savings tool for...
ICI Viewpoints
GAO Analysis Misrepresents Case for DOL Fiduciary Rule
December 16, 2024—In April 2024, the Department of Labor (DOL) issued a controversial rule intended...
Verify, Then Trust: Preventing Online Investment Scams
Investment fraud is on the rise as scammers devise ever more sophisticated schemes that harm...
Fixing Our Broken Proxy Voting System
November 15, 2024—Just as publicly traded companies do, mutual funds, ETFs, and closed-end funds...
2024 ICI Annual Report to Members
Explore ICI’s 2024 Annual Report to learn how we’re driving results for the asset management industry and long-term individual investors.
The 2024 Investment Company Fact Book Is Here!
The latest edition of ICI’s flagship publication shares a wealth of research and data on trends in the investment company industry.
Speeches and Commentaries
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...
ICI President’s Address, 2024 Tax and Accounting Conference
ICI President and CEO Eric J.Pan addresses the ICI 2024 Tax and Accounting Conference at Boca Raton...
ICI President’s Address, 2024 Investment Management Conference
ICI President and CEO Eric J.Pan addresses the ICI 2024 Investment Management Conference at Palm...
Videos and Podcasts
Video
Regulated Funds in Europe During the COVID-19 Crisis
When the COVID-19 pandemic hit, economic shutdowns around the world led to turmoil in the financial...
Podcast
Saving for Retirement During Tough Times with Sarah Holden on the Main St. Finance Podcast
In conversation with Alex from Main St. Finance, ICI Senior Director of Retirement and Investor...
Video
ICI President and CEO Eric J. Pan Speaks About ESG on CNBC’s “Power Lunch”
ICI President and CEO Eric J. Pan speaks with CNBC’s “Power Lunch” on climate risk disclosure and...
FAQs
FAQ
Closed-End Funds and Their Use of Leverage: FAQs
This document contains FAQs about CEFs, including information related to failed auctions for auction...
FAQ
ETFs and Retail Investors: FAQs
Frequently Asked Questions About ETFs and Retail Investors Why do investors use ETFs? What factors...
FAQ
How ETFs Compare with Other Investments: FAQs
Frequently Asked Questions About How ETFs Compare with Other Investments How are ETFs similar to...