2023 Fact Book

ICI’s 2023 Investment Company Fact Book

Take a look at the top industry findings from the ICI Research team’s 2023 Fact Book.

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Research
Research
Statistics
Statistics
Government Affairs
Government Affairs
ICI Global
ICI Global

Shareholder Activism Threatens Closed-End Funds and Their Investors

Through prudent action, policymakers can save CEFs from an existential threat and preserve these funds for the millions of Americans who depend on them.

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Latest News and Views

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ICI Viewpoints

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...
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ICI Viewpoints

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...
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ICI Viewpoints

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...
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Top 5 Takeaways from ICI’s 2023 Fact Book

Check out the top takeaways from this year’s Investment Company Fact Book.

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Statistics

Weekly Estimated ETF Net Issuance

The estimated value of all exchange-traded fund (ETF) shares issued exceeded that of shares redeemed by $6.54 billion for the week ended May 31, 2023.

Trends in Mutual Fund Investing

The combined assets of the nation’s mutual funds increased by $140.90 billion, or 0.6 percent, to $23.55 trillion in April.

Monthly ETF Assets and Net Issuance

The combined assets of the nation’s exchange-traded funds (ETFs) were $6.96 trillion in April.

Quarterly Retirement Market Data

Total US retirement assets were $33.6 trillion as of December 31, 2022, up 3.9 percent from September but down 14.7 percent for the year. Retirement assets accounted for 30 percent of all household financial assets in the United States at the end of December 2022.

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Videos

How to Protect Yourself from Account Takeover Schemes

All investors, including mutual fund shareholders, are potential targets for financial fraud. Watch this video to learn more about protecting your account.

Jump In for Mutual Fun

Mutual funds are investment pools, in which a professional manager invests a pool of money on behalf of many investors. Learn why 100 million investors in the United States have jumped into these pools. 

Why Do Investors Like Money Market Funds?

Investors choose money market funds as a cash management tool for the many benefits they offer. This video explains what money market funds are and why investors find them useful.

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ICI Global Statement on EU Retail Investment Strategy

Head of ICI Global Michael Pedroni’s statement regarding the European Commission’s proposed Retail Investment Strategy.

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About ICI

The Investment Company Institute (ICI) is the leading association representing regulated investment funds. ICI’s mission is to strengthen the foundation of the asset management industry for the ultimate benefit of the long-term individual investor. Its members include mutual funds, exchange-traded funds (ETFs), closed-end funds, and unit investment trusts (UITs) in the United States, and UCITS and similar funds offered to investors in Europe, Asia, and other jurisdictions.

Explore ICI's core mission

          2022 ICI Annual Report

          Read more in this year's Annual Report.

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