Resources

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White Paper

Navigating Intermediary Relationships (pdf)

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ICI Viewpoints

ICI Tech Summit – Top 5 Takeaways

On November 8–9, ICI hosted the 2022 Tech Summit, the first event ICI event celebrating the...
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ICI Viewpoints

Leading the Way to T+1

Shortening the settlement cycle will mitigate risk and maximize investment opportunities—all for the...
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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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ICI Viewpoints

A Shorter Settlement Cycle: T+1 Will Benefit Investors and Market Participant Firms by Reducing Syst...

Recently, ICI, SIFMA, and the DTCC announced that our organizations are collaborating on efforts to...
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Comment Letter

ICI Letter to SEC on Electronic Delivery (pdf)

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White Paper

Financial Intermediary Controls and Compliance Assessment Engagements (pdf)

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ICI Viewpoints

A New Benchmark for Distribution Oversight

On June 1, the fund industry achieved a milestone for global cooperation. In an industry-led...
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News Release

ICI Applauds Approval of Labor Department E-Delivery Rule

ICI Applauds Approval of Labor Department E-Delivery Rule Rule Will Make Disclosures and...