Resources

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ICI Viewpoints

How Do ETF and Mutual Fund Investors Differ?

Like the products themselves, exchange-traded fund (ETF) and mutual fund investors share many...
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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

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

Rhetoric Versus Reality About Open-End and Money Market Funds

Last week, in a major speech given at a time when financial regulators are managing a banking crisis...
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Research

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

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Research

Profile of Mutual Fund Shareholders, 2022 (pdf)

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Speech

An Era of Leadership

This is the dawn of a new era. It’s an era of change – for the industry, the economy, and society as...
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Speech

The Future of Regulated Funds: Modernizing the ’40 Act

I’m sure you noticed that we’ve renamed this conference. What used to be called the “Mutual Funds...
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Research

Profile of Mutual Fund Shareholders, 2021 (pdf)