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ICI Viewpoints

2019 Annual Report to Members: A Letter to ICI's Membership

What follows is an abridged version of a letter by ICI Chairman George C. W. Gatch and ICI President...

ICI Viewpoints

ICI’s Quarterly Retirement Market Resource

ICI publishes statistics on the US retirement market every quarter as an information resource for...

Video

What Is a Mutual Fund?

ICI Explains What Is a Mutual Fund? Mutual funds are a popular, convenient investment option that...

ICI Viewpoints

The “Waterfall Theory” of Liquidity Management Doesn’t Hold Water

In a series of recent blog posts, economists at the Federal Reserve Bank of New York have discussed...

Perspective

Ownership of Mutual Funds Through Investment Professionals, 2012 (pdf)

Research

Ownership of Mutual Funds Through Professional Financial Advisers, 2007 (pdf)

Paper

Investor Views on the U.S. Securities and Exchange Commission's Proposed Summary Prospectus (pdf)

Research

Why Do Mutual Fund Investors Use Professional Financial Advisers? (pdf)

Research

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Resources

2019 Annual Report to Members: A Letter to ICI's Membership

ICI’s Quarterly Retirement Market Resource

What Is a Mutual Fund?

The “Waterfall Theory” of Liquidity Management Doesn’t Hold Water

Ownership of Mutual Funds Through Investment Professionals, 2012 (pdf)

Ownership of Mutual Funds Through Professional Financial Advisers, 2007 (pdf)

Investor Views on the U.S. Securities and Exchange Commission's Proposed Summary Prospectus (pdf)

Why Do Mutual Fund Investors Use Professional Financial Advisers? (pdf)

Understanding Investor Preferences for Mutual Fund Information (pdf)