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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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...
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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...
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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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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

Happiness Is a Spousal IRA

As Valentine’s Day approaches, many wonder how to best express their love. Sure, dozens of roses...
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Comment Letter

ICI Letter to Department of Labor on 2021 ESG Proposal (pdf)

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ICI Viewpoints

Closed-End Funds at a Crossroads

Closed-end funds provide retail investors with many benefits but have recently come up against some...