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ICI Viewpoints

Fund Investors’ Expenses Are Falling on Both Sides of the Pond

Data on UCITS ongoing charges have become more widely available to investors in recent years...
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ICI Viewpoints

Main Street Owns Wall Street

Stock ownership used to conjure up images of Wall Street—but today people all up and down America’s...
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ICI Viewpoints

Understanding Indexes and How Funds Use Them

Beyond the well-known indexes that we encounter daily lie more than three million indexes designed...
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ICI Viewpoints

IRA Investors Are Concentrated in Lower-Cost Mutual Funds

Individual retirement accounts (IRAs) represent the largest share of assets in the US retirement...
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ICI Viewpoints

For Funds' Use of Derivatives, a Promising New Regulatory Framework

In a promising new proposal on the use of derivatives, the SEC has consolidated cumbersome...
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ICI Viewpoints

Talkin’ ’Bout the Generations: ICI Research on Mutual Fund Ownership by Generation

Talk about the differences between generations is a hot topic in today’s cultural conversation. And...
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ICI Viewpoints

Closed-End Funds: Opportunities for a True Renaissance

Closed-end funds are in vogue once again. Legislators, regulators, and fund sponsors are turning to...
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ICI Viewpoints

IRA Investors Are Concentrated in Lower-Cost Mutual Funds

Individual retirement accounts (IRAs) represent the largest share of assets in the US retirement...
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ICI Viewpoints

From December Outflows to January Inflows: Seasonal Factors in Mutual Fund Flows

As US and global stock markets churned in December, the press took note of ICI’s reports on outflows...