As the United States approaches its 250th anniversary, the milestone offers an opportunity to reflect on the institutions and ideas that have shaped the nation’s economic success. ICI is proud to be a...
Andrew Schlossberg elected Chair of ICI Board of Governors ICI is now on Instagram! ICI applauds SEC’s order on ETF share class ICI applauds President Trump’s executive order on proxy advisors ICI...
ICI Innovate Houston, TX February 3–5 Investment Management Conference Palm Desert, CA March 22–25 Leadership Summit Washington, DC April 29–May 1 ETF Conference Nashville, TN June 8–10
The INVEST Act Advances in Congress In December, the House passed the INVEST Act, a bipartisan measure to strengthen investment opportunities and support long-term capital formation. The bill advances...
Navigating ETF as a Share Class ICI’s push for ETF share class relief reflected a sustained, strategic effort that culminated in the SEC issuing an order on ETF share class applications. After...
The [approval to launch ETF share classes of existing mutual funds] will "deliver meaningful benefits to mutual fund shareholders," said Eric Pan, president and chairman of the Investment Company...
Regulated funds have broadened participation in American capital markets, with ownership rising significantly among middle- and lower-income households over the past two decades, according to data...
Investment Company Institute’s President and CEO Eric J. Pan issued a statement on the Securities and Exchange Commission’s order formally allowing the first funds to offer both mutual fund and exchange-traded fund share classes.
The estimated value of all exchange-traded fund breaks the $1 Trillion barrier. Shares issued exceeded that of shares redeemed by $43.53 billion for the week ended October 22, 2025, the Investment Company Institute reported today.
The SEC’s move toward allowing mutual funds and ETFs to operate as share classes in a single portfolio marks a significant shift for the industry. ICI’s new white paper, ETF Share Class Operational...
Washington, DC; October 6, 2025—The Investment Company Institute (ICI) has published a new paper exploring the operational considerations for launching an ETF share class within an existing mutual...
The Investment Company Institute President and CEO Eric J. Pan released the following statement following the Securities and Exchange Commission’s notice that they intend to grant exemptive relief to offer dual share class funds.
Get a preview of the topics taking center stage at our 2025 Tax and Accounting Conference, convening October 5th through the 8th in Palm Desert, California.
More than 700 ETF professionals gathered in Nashville last week for ICI’s inaugural ETF Conference, a four-day program dedicated to the opportunities and challenges shaping one of the fastest-growing segments of the fund industry. The event brought together leaders from across the ETF...
