Resources

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News Release

ICI Shares Its Retail Investor Priorities with New SEC Chair

Washington, DC, April 14, 2025—Investment Company Institute (ICI) President and CEO Eric J. Pan sent...
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Perspective

The Closed-End Fund Market, 2024 (pdf)

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Perspective

Supplemental Tables: The Closed-End Fund Market, 2024 (xlsx)

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Comment Letter

ICI Comment Letter on ESMA's Consultation on Amendments to the RTS on Settlement Discipline

April 14, 2025—ICI submitted a letter to the European Securities and Markets Authority (ESMA)...
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Fact Sheet

Closed-End Fund Activism (pdf)

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ICI Viewpoints

Academic Literature in Support of CEF Activism: We Don’t Think Those Studies Mean What You Think The...

April 11, 2025—One of the most enduring questions in finance is the puzzle of why closed-end funds...
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Comment Letter

ICI Comment Letter on the Potential Modernization of Municipal Fund Securities Disclosure Obligatio...

April 11, 2025—ICI submitted a letter on the Municipal Securities Rulemaking Board’s concept release...
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Comment Letter

ICI Comment Letter to SEC Chair Atkins on Investor Priorities

April 11, 2025—ICI President and CEO Eric J. Pan today submitted a letter to SEC Chair Atkins...
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ICI Viewpoints

IRA Ownership Reaches Record Highs

April 10, 2025—As Tax Day nears, ICI’s recently released research report on individual retirement...