ICI Viewpoints

By ICI Strategic Communications

Three Key Lessons from the 2023 Tax and Accounting Conference

ICI brought together nearly 600 tax and accounting professionals from September 17–20 for the 2023...
By Sarah Holden AND Daniel Schrass

How Do ETF and Mutual Fund Investors Differ?

Like the products themselves, exchange-traded fund (ETF) and mutual fund investors share many...
By Peter Brady AND Steven Bass

The US Retirement System Is Working

Critics of the current retirement system often claim that Americans have insufficient income in...
By Eva Mykolenko AND James Duvall

Comparing Apples and Pears: EU UCITS and US Mutual Funds

When the European Commission released its proposed EU Retail Investment Strategy (RIS) package, it...
By Victor Van Hoorn AND James Duvall

Cross-Border Frictions Within EU Capital Markets Can Drive Up Costs

The EU Retail Investment Strategy (RIS) aims to advance the Capital Markets Union (CMU) and empower...
By Matthew Mohlenkamp AND James Duvall

Cost Benchmarks in the EU’s Retail Investment Strategy Will Stifle Innovation

The recently released EU Retail Investment Strategy (RIS) aims to advance the Capital Markets Union...
By Sean Collins

First-Mover Advantage: The Theory Is Only as Good as Its Assumptions

In a recent ICI Viewpoints, we promised to briefly revisit some of the concerns we’ve long voiced...
By Shelly Antoniewicz, Sean Collins, AND Hammad Qureshi

Setting the Record Straight on Dilution, First-Mover Advantage, and Financial Stability Risk

Policymakers are laser-focused on a concept in open-ended funds called dilution, suggesting that it...
By ICI Strategic Communications

What We Learned at the 2023 Leadership Summit

Last week, ICI’s annual Leadership Summit convened some of the most important decisionmakers in...
By ICI Strategic Communications

Do Bears Run Away from Firefighters? This Question and a Few Others We Heard After SEC Chair Gary Gensler Spoke at the ICI Leadership Summit

ICI was honored to host the Chair of the Securities and Exchange Commission, Gary Gensler, at our...
By Kenneth Fang

Shareholder Activism Threatens Closed-End Funds and Their Investors

Over the past 80 years, closed-end funds (CEFs) have helped millions of Americans achieve their long...
By ICI Strategic Communications

Top 5 Takeaways from ICI’s 2023 Investment Company Fact Book

ICI is proud to unveil the 63rd edition of the Investment Company Fact Book. The annual publication...
By Sean Collins

Three Myths and Facts About Bank Deposits, Bank Lending, and Money Market Funds

What’s the issue? Following the difficulties at Silicon Valley Bank (SVB), Signature Bank, and...
By James Duvall AND Shelly Antoniewicz

Falling Fund Fees Continue to Benefit America’s Investors

Demand for lower-cost investment products, competition among the vast number of available funds, and...
By Eric J. Pan

Rhetoric Versus Reality About Open-End and Money Market Funds

Last week, in a major speech given at a time when financial regulators are managing a banking crisis...
By ICI Strategic Communications

What We Learned at the 2023 Investment Management Conference

The 2023 Investment Management Conference (IMC) brought together industry and government leaders to...
By Michael Pedroni

ICI Global Kicks Off Brussels Thought Leadership Program

ICI Global is bringing the international voice of the UCITS, ETF, and mutual fund industry to...
By Sarah Holden

Savers Remain Focused on Retirement Goals Through Market Turbulence

US households felt the sting of high inflation in 2022. Sharp increases in consumer prices led to...
By Eric J. Pan

Financial Stability Board Should Rethink Its Agenda on Non-Bank Financial Intermediation

Non-bank financial intermediation (NFBI)—encompassing a broad range of capital sources, including...
By Matthew Mohlenkamp

ICI Global’s Continued Commitment to Asia

Last month, ICI Global was thrilled to host our first major in-person event in Asia since the...
By ICI Strategic Communications

ICI Tech Summit – Top 5 Takeaways

On November 8–9, ICI hosted the 2022 Tech Summit, the first event ICI event celebrating the...
By Victor Van Hoorn

Our European Footprint

ICI Global is the leading community of asset management firms worldwide. Our purpose is to help our...
By Michael Pedroni

Introducing the New ICI Global

ICI Global is a community of leading asset management firms with a worldwide presence. We serve...
By Michael Pedroni

ISSB: A Strong Foundation for Global Reporting Standards

Like physical architecture, regulatory architecture can vary across different parts of the world to...
By James Duvall

IRA Investors Are Concentrated in Lower-Cost Mutual Funds

Individual retirement accounts (IRAs) represent the largest share of assets in the US retirement...
By Sean Collins AND Shelly Antoniewicz

Core Bond Mutual Funds Had Little Impact on the Investment Grade Corporate Bond Market

Core bond mutual funds’ activities during March 2020 had little impact on the investment grade...
By Eric J. Pan

Fact Checking SEC Statements on Money Market Fund Reform

For more than 80 years, our part of the financial industry – mutual funds, ETFs, and money market...
By Sean Collins AND Shelly Antoniewicz

Policymakers Need to Focus on Economic Fundamentals and Not Blame Bond Mutual Funds: Examining the Evidence of Investment Grade Corporate Bond Yield Spreads in March 2020

Bond mutual funds’ activities during March 2020 had little impact on the investment grade corporate...
By ICI Strategic Communications

Top 5 Takeaways from ICI’s 2022 Investment Company Fact Book

For more than half a century, ICI has produced an annual Fact Book featuring research, analysis and...
By Sarah Holden AND Steven Bass

Running 401(k)

Have you ever thought about running 401K? I know what you’re thinking—that’s almost 10 marathons...
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