Last week, more than 370 operations and technology professionals attended the third annual ICI Innovate conference in Houston to discuss the transformations that AI, digital assets, and other new technologies are driving across the asset management industry.

Panelists in conversation during the Unified Approach: Operations and Technology in Lockstep panel. The Promise and the Peril of AI AI—and how it’s reshaping the future of work—was one of the hottest...

Don't Miss Our Next Conference ICI’s busy 2026 conference season is just kicking off. Don't miss our next conference, the Investment Management Conference (IMC) in Palm Desert, CA, from March 22 to 25...

The SEC’s Form N‑PORT reporting framework has successfully balanced transparency and investor protection by providing regulators with monthly portfolio data while limiting public disclosure to quarterly reports. This approach has made registered funds highly transparent. However, SEC changes adopted in 2024 threaten to upset this balance and could ultimately harm investors.

Unintended Consequences: How Increased Reporting Frequency Can Affect Investors More frequent public disclosure gives market participants additional data points about a fund’s trading strategy...

Public Disclosure: Risks to Investor Costs and Fund Strategies A fund manager’s investment strategy and current holdings are valuable intellectual property, often developed through extensive research...

As Americans gather throughout the year to celebrate the 250th anniversary of the nation’s founding, we are presented with a rare moment to reflect on the ideas and institutions that have shaped our...