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ICI Viewpoints

2026 ICI Innovate: How AI Is Reshaping the Asset Management Industry

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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.

Operations is sort of key to making all of these rules work. And so it doesn't help much if we're...

Hester Peirce
SEC Commissioner

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...

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ICI Viewpoints

Millions of Investors Could Feel Unintended Consequences of Upcoming SEC Reporting Rules

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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...

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News Release

ICI Welcomes Passage of Bipartisan FSOC Reform Bill

ICI released a statement today after the US House of Representatives unanimously passed H.R. 3682, the Financial Stability Oversight Council (FSOC) Improvement Act of 2025. Representatives Bill Foster (IL-11) and Bill Huizenga (MI-04) sponsored the bill.

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News Release

ICI Applauds FINRA Action to Make E-Delivery the Default for Investors

ICI President and CEO Eric Pan today released a statement regarding the Financial Industry Regulatory Authority updated requirements governing how broker-dealers deliver investor disclosures and other communications. Once effective, the updates will allow member firms to make electronic delivery their default delivery method.