Resources

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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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ICI Viewpoints

Top 5 Takeaways from ICI’s 2022 Investment Company Fact Book

For more than half a century, ICI has produced an annual Fact Book featuring research, analysis and...
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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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Podcast

Keith Lawson Discusses Proposed ETF Tax Change on the ETF Prime Podcast

In conversation with Nate Geraci on the ETF Prime podcast , ICI Deputy General Counsel Keith Lawson...
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Video

ICI President and CEO Eric J. Pan Speaks on a Proposed ETF Tax on CNBC’s “ETF Edge”

In his appearance on CNBC's "ETF Edge," Pan discusses how Congress’s proposed tax on ETFs would...
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Speech

Keynote Address, 2021 ICI Tax and Accounting Conference

ICI President and CEO Eric J. Pan addresses the tax issues that have recently come to the forefront...
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News Release

ICI CEO Statement Opposing Wyden Proposal to Penalize ETF and Mutual Fund Investors

Investment Company Institute President and CEO Eric J. Pan issued the following statement today on...
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ICI Viewpoints

Understanding Indexes and How Funds Use Them

Beyond the well-known indexes that we encounter daily lie more than three million indexes designed...
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White Paper

Indexes and How Funds and Advisers Use Them: A Primer (pdf)