Resources

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Perspective

Ongoing Charges for UCITS in the European Union, 2022 (pdf)

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Perspective

Supplemental Tables: Ongoing Charges for UCITS in the European Union, 2022 (xlsx)

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News Release

Average UCITS Ongoing Charges Continue Downward Trend

October 19, 2023—UCITS investors continue to benefit from lower ongoing charges, according to an...
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Comment Letter

ICI Global Response to ESMA Consultation on ELTIF Regulatory Technical Standards

ICI Global welcomes the changes to the ELTIF primary legislation. Market experience has shown that...
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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

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...
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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

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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News Release

ICI Global Statement on EU Retail Investment Strategy

ICI Chief Global Affairs Officer and Head of ICI Global Michael Pedroni's statement regarding the...