Latest News
2020 Annual Report: A Conversation with Paul Schott Stevens
IRA investors plan and execute strategies for managing income and assets in retirement, the latest ICI research shows.- ICI Reports Monthly UIT Deposits for December
Unit investment trust had total deposits of $4.05 billion in December 2020. For comparison, deposits were $3.47 billion in November. - ICI Reports Monthly Trends in Mutual Fund Investing
The combined assets of the nation’s mutual funds increased by $1.46 trillion, or 6.7 percent, to $23.28 trillion in November. - UCITS Weathered COVID-19 Market Crisis Well
Funds used varying approaches to address challenges amid stressed credit markets, the latest paper in ICI’s COVID-19 report shows.
Key Issues
ETFs Weathered March 2020 Market Stresses Well
In this week’s Focus on Funds, ICI’s Shelly Antoniewicz discusses how funds fared during the extreme market stress of March 2020.- ICI Recommends Ways SEC Can Further Modernize Fund Disclosure
The reforms needed to reflect shareholders’ preferences, better enable use of technology, and promote tailored risk disclosure. - Exchange-Traded Fund Assets Rise in 2020
Hear more from ICI’s Shelly Antoniewicz about investment trends in domestic equity, world equity, and bond exchange-traded funds (ETFs). - Here’s How the US Should Take the Lead on ESG Investing
In a new posture for ICI, President and CEO Eric J. Pan notes the importance of the US promoting a strong global framework for ESG disclosures.
