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Opinions

US Retail Investment Under Attack from Bunk ‘Common Ownership’ Theory

Ambitious policymakers from both big US political parties are looking to make hay of the failed idea...
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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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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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Speech

Aligning Goals with Actions: The EU Retail Investment Strategy

With the Retail Investment Strategy (RIS), the European Union has a chance to empower tens, perhaps...
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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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Comment Letter

ICI Global Comment Letter on Response to Call for Evidence on Retail Investment Strategy (pdf)