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Tokenization: An Asset Management Perspective

Tokenization continues to evolve, ICI’s new paper, Tokenization: An Asset Management Perspective, explores what these developments mean for asset managers, registered funds, and the investors they serve.

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States Should Not Mistake Long-Term Investing for Abandonment

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Long-term investors often check their accounts only occasionally, reflecting a common buy-and-hold strategy. However, some states are adopting inactivity standards that can trigger the seizure and liquidation of securities accounts, even when the investor has not abandoned the assets.

Unclaimed property laws should protect truly abandoned assets without penalizing investors who intentionally hold securities for the long term. Florida strengthened its law to better distinguish...

Millions of Americans buy mutual funds, ETFs, stocks, and other securities with the intention of holding them for years. They may not log in often. They may not trade. They may not check their...