ICI

OUR MISSION

Encouraging adherence to high ethical standards by all industry participants; advancing the interests of funds, their shareholders, directors, and investment advisers; and promoting public understanding of mutual funds and other investment companies.

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Jones v. Harris Raises Vital Issues for Investors In a statement, ICI's Paul Schott Stevens said, "We hope the Court’s decision will affirm the…standard [that] has served investors well for almost 30 years.”

The Evolving Role of IRAs in U.S. Retirement Planning Americans are accumulating significant resources in IRAs through rollovers from employer-sponsored retirement plans and contributions.

ICI President Discusses Crisis Lesson The financial crisis highlights the importance of public confidence and balanced regulation, Paul Schott Stevens says.

401(k) Study Shows Consistent Participation According to data released by ICI, Americans continued to save for retirement in 401(k) and other defined contribution (DC) retirement plans through the stock market’s recent lows.

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Q&A on 401(k) plans FAQs on 401(k) plans, which held an estimated $2.4 trillion in assets and represented approximately 17 percent of the $14 trillion U.S. retirement market at year-end 2008.

Q&A on Report of the Money Market Working Group Here are FAQs about the Report of the Money Market Working Group, which recommends new regulatory and oversight standards for money market funds.

Is the Federal TSP a Model for Private Retirement? This background paper discusses the unique economics of the Federal Thrift Savings Plan, which bear little resemblance to those of 401(k)s and other private-sector retirement plans.

Target Retirement Date Funds Resource Center Information and resources on target retirement date funds, prepared by ICI.

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Weekly Flows of Long-Term Funds Total estimated inflows to long-term mutual funds were $11.73 billion for the week ended Wednesday, November 18.

Weekly Money Market Fund Assets Total money market mutual fund assets decreased by $7.82 billion to $3.330 trillion for the week ended Tuesday, November 24.

Monthly Trends In Mutual Fund Investing The combined assets of the nation’s mutual funds decreased by $144.1 billion, or 1.3 percent, to $10.688 trillion in October.

Monthly Exchange-Traded Fund Assets The combined assets of the nation's exchange-traded funds (ETFs) were $691.39 billion in October.

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About the Investment Company Institute Education Foundation ICIEF partners with other organizations to promote investment education and participates in financial education campaigns that encourage saving and investing nationwide.

Microgrants for Metro Washington, DC Investor Education The ICI Education Foundation accepts and reviews applications from schools and nonprofit organizations for greater Washington, DC investor education microgrants on a rolling quarterly basis.

A Guide to Understanding Mutual Funds This guide explains mutual funds and the basic principles of fund investing.

A Guide to Closed-End Funds This brochure reviews the types of closed-end funds and their operations.

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IDC Files Supreme Court Brief in Jones v. Harris A friend-of-the-court brief by the Independent Directors Council explains the significant role independent directors play in reviewing investment advisory agreements.

IDC Compendium of Publications This compendium includes IDC task force and other papers on independent chair, self-assessments, oversight of multiple funds, fund mergers, service providers, derivatives, proxy voting, and valuation.

IDC Chair Stands Up for Directors IDC Chair Mike Scofield's op-ed piece in BoardIQ, expressing his hope the Supreme Court will understand the crucial role of independent directors when reviewing the Jones v. Harris case.

About the Independent Directors Council (IDC) IDC serves the mutual fund independent director community and provides a venue to advance the education, communication, and policy positions of mutual fund independent directors. IDC extends to all directors an invitation to participate in its programs and activities.

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