White Paper
Interval Fund Repurchase Timeline
Through a series of white papers, the ICI Broker/Dealer Advisory Committee’s (BDAC) Interval Funds...
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...
ICI Viewpoints
Comparing Apples and Pears: EU UCITS and US Mutual Funds
When the European Commission released its proposed EU Retail Investment Strategy (RIS) package, it...
ICI Viewpoints
Cost Benchmarks in the EU’s Retail Investment Strategy Will Stifle Innovation
The recently released EU Retail Investment Strategy (RIS) aims to advance the Capital Markets Union...
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...
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...
ICI Viewpoints
Happiness Is a Spousal IRA
As Valentine’s Day approaches, many wonder how to best express their love. Sure, dozens of roses...