Resources

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ICI Viewpoints

Proxy Advisory Firms—Killing Closed-End Funds Softly with Their Policies

October 25, 2023—Closed-end funds (CEFs) trying to fend off hostile hedge funds and other activist...
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One Pager

Closed-End Fund Activism (pdf)

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News Release

ICI: SEC Has Missed the Mark in Money Market Fund Rulemaking

ICI President and CEO Eric Pan released the following statement regarding the Securities and...
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ICI Viewpoints

Setting the Record Straight on Dilution, First-Mover Advantage, and Financial Stability Risk

Policymakers are laser-focused on a concept in open-ended funds called dilution, suggesting that it...
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ICI Viewpoints

Shareholder Activism Threatens Closed-End Funds and Their Investors

Over the past 80 years, closed-end funds (CEFs) have helped millions of Americans achieve their long...
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Comment Letter

ICI Comment Letter on Safeguarding Advisory Client Assets

The Investment Company Institute fully agrees with the Commission’s goals to protect the integrity...
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News Release

ICI: SEC’s Safeguarding Proposal Would Upend Decades of Established Practice

ICI President and CEO Eric Pan released the following statement regarding the Securities and...
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ICI Viewpoints

What We Learned at the 2023 Investment Management Conference

The 2023 Investment Management Conference (IMC) brought together industry and government leaders to...
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White Paper

Navigating Intermediary Relationships (pdf)