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Perspective

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2022 (pdf)

Perspective

Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2022 (xl...

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

Cross-Border Frictions Within EU Capital Markets Can Drive Up Costs

The EU Retail Investment Strategy (RIS) aims to advance the Capital Markets Union (CMU) and empower...

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...

Perspective

What US Households Consider When They Select Mutual Funds, 2022 (pdf)

ICI Viewpoints

Falling Fund Fees Continue to Benefit America’s Investors

Demand for lower-cost investment products, competition among the vast number of available funds, and...

Research

Five Important Points on Mutual Fund Fees and Expenses (pdf)

Comment Letter

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2021
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Resources

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2022 (pdf)

Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2022 (xl...

Comparing Apples and Pears: EU UCITS and US Mutual Funds

Cross-Border Frictions Within EU Capital Markets Can Drive Up Costs

Cost Benchmarks in the EU’s Retail Investment Strategy Will Stifle Innovation

What US Households Consider When They Select Mutual Funds, 2022 (pdf)

Falling Fund Fees Continue to Benefit America’s Investors

Five Important Points on Mutual Fund Fees and Expenses (pdf)

ICI Comment Letter on the SEC’s Tick Size and Access Fee Reduction Proposal (pdf)