Resources

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Comment Letter

ICI Follow-Up Comment Letter on Proposed Amendments to FINRA Rule 2210

In late February, FINRA proposed to further amend Rule 2210 (Communications with the Public) (the...
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News Release

ICI: Mutual Funds Have Helped Middle Class Families Secure Their Financial Futures

ICI concluded its annual Investment Management Conference this week, after convening senior...
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ICI Viewpoints

The SEC Must Step into the Breach

Fund investors deserve to pay fair prices for information about their investments, but a broken...
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News Release

ICI Calls on SEC to Require Companies to Disclose Greenhouse Emissions and Workforce Data

The SEC should require companies to disclose direct and indirect greenhouse gas emissions data and...
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Speech

Welcoming Remarks, 2018 ICI Securities Law Developments Conference

Welcoming Remarks Susan Olson General Counsel Investment Company Institute 2018 Securities Law...
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White Paper

Delivering ERISA Disclosure for Defined Contribution Plans (pdf)

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Paper

Investor Views on the U.S. Securities and Exchange Commission's Proposed Summary Prospectus (pdf)

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Fact Sheet

Cost-Benefit Analysis of the Summary Prospectus Proposal (pdf)

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Research

Understanding Investor Preferences for Mutual Fund Information (pdf)