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    • Key Policies
      Key Policies
      • Ensuring Tax Fairness and Financial Security
      • Establishing Certainty in Financial Regulations
      • Expanding Access to Private Markets
      • Modernizing Disclosure for a Digital World
      • Retirement Fairness for Educators and Nonprofit Employees
      • Standing Up for Main Street Investors and Retirement Savers
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        • Quarterly Worldwide Regulated Open-End Fund Market
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        • Weekly Estimated ETF Net Issuance
        • Monthly Exchange-Traded Fund Data
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    • Common Ownership
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    • Disclosure
    • DOL Fiduciary Duty Rule
    • ESG
    • Exchange-Traded Funds
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    • Financial Transaction Tax
    • Fraud Prevention
    • Global Retirement
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    • Innovation
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  • Issues & Advocacy

    Issues & Advocacy

    Stay informed of the policy priorities ICI champions on behalf of individual investors and the asset management industry.

    • Key Policies
      • Ensuring Tax Fairness and Financial Security
      • Establishing Certainty in Financial Regulations
      • Expanding Access to Private Markets
      • Modernizing Disclosure for a Digital World
      • Retirement Fairness for Educators and Nonprofit Employees
      • Standing Up for Main Street Investors and Retirement Savers
    • Comment Letters
    • Amicus Briefs
    Latest Comment Letters:
    ICI Default BG
    Comment Letter

    ICI Joint Comment Letter on the European Commission’s Review of the Securitisation Framework

    November 6, 2025
    ICI Default BG
    Comment Letter

    ICI Comment Letter to US Treasury on Tax Issues Under the GENIUS Act

    November 6, 2025
    ICI Default BG
    Comment Letter

    Comment Letter on the NSCP proposal to establish a Compliance Advisory Committee within the SEC

    October 31, 2025
  • Research

    Research

    Explore research from ICI’s experts on industry-related developments, trends, and policy issues.

    View all Research

    • Statistics
      • All Statistics
      • Combined ETF and Mutual Funds
        • Weekly Combined Estimated ETF and Long-Term Flows
        • Monthly Active and Index Data
        • Monthly ESG Investing Data
        • Quarterly Worldwide Regulated Open-End Fund Market
      • Exchange Traded Funds
        • Weekly Estimated ETF Net Issuance
        • Monthly Exchange-Traded Fund Data
      • Mutual Funds
        • Weekly Estimated Long-Term Mutual Fund Flows
        • Weekly Money Market Fund Assets
        • Monthly Money Market Fund Portfolio Data
        • Monthly Trends in Mutual Fund Investing
        • Monthly Trend Data Files
        • Monthly Mutual Fund Complex Assets
        • Quarterly Long-Term Mutual Fund Asset Composition
        • Quarterly Mutual Fund Assets in Retirement Accounts
        • Quarterly Mutual Fund Distributions
        • Annual Institutional Mutual Fund Shareholder Data
      • Closed-End Funds
        • Quarterly Closed-End Fund Assets
      • UITs
        • Monthly Unit Investment Trust Deposits
      • More Statistics
        • 529 Plan Program Statistics
        • Quarterly Retirement Market Data
    • Closed-End Funds
    • Defined Contribution Plans
      • 401(k)s
        • Employee Benefit Research Institute (EBRI) /ICI 401(k) Database
        • The ICI/ISS Defined Contribution Plan Profile
        • 401(k) Plan Services, Fees, and Expenses
      • Defined Contribution Plan Investors
      • Defined Contribution Plan Participant Activities
      • Households' Views on Retirement Savings
      • Income from Retirement Plans
      • Retirement Plan Coverage and Participation
    • Exchange-Traded Funds
    • Fees and Expenses
    • IRAs
      • IRA Investors
      • The IRA Investor Database™
      • The Role of IRAs in US Households’ Saving for Retirement
    • Money Market Funds
    • Mutual Funds
      • Mutual Fund Ownership
    • Publications
      • ICI Research Perspective
    • Investment Company Fact Book
    • Global
      • Global Industry Research
    Featured Publication
    Image
    ici-web-photo-2231144916.jpg
    Publication

    A Close Look at Exchange-Traded Funds and Their Investors (pdf)

    October 1, 2025
    Latest Research
    People talking
    ICI Viewpoints

    Bridging Generations: Insights from the Next Wave of Asset Management Leaders

    October 28, 2025
    401(k) plans for workers
    ICI Viewpoints

    The Wealth-Building Power of 401(k) Plans

    October 16, 2025
    ICI Tom Quaadman and PwC Partner Pete Driscoll
    ICI Viewpoints

    Three Key Takeaways from the 2025 ICI Tax and Accounting Conference

    October 15, 2025
  • Resource Hubs

    Resource Hubs

     Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.

    • 401(k)
    • California Consumer Privacy Law
    • Closed-End Funds
    • Commodity Investments
    • Common Ownership
    • Cybersecurity
    • Disclosure
    • DOL Fiduciary Duty Rule
    • ESG
    • Exchange-Traded Funds
    • Financial Services Regulatory
    • Financial Transaction Tax
    • Fraud Prevention
    • Global Retirement
    • Individual Retirement Account
    • Innovation
    • Liquidity Risk Management Program Rule
    • Money Market Fund
    • Processing Fees
    • Proxy Voting
    • Shortened Settlement Cycle
    • Target Retirement Date Funds
  • News & Opinions

    News & Opinions

    Read ICI’s latest publications, press releases, statements, and blog posts.

    View all News and Opinions

    • News Releases
    • Opinions
      • ICI Viewpoints Blog
      • Op-Eds & Letters to the Editors
    Latest News:
    Image
    People talking
    ICI Viewpoints

    Bridging Generations: Insights from the Next Wave of Asset Management Leaders

    October 28, 2025
    People discussing at a meeting
    News Release

    ETF Issuance Breaks $1 Trillion Barrier, ICI Reports

    October 28, 2025
    Japan skyline
    News Release

    ICI Statement Congratulating New Japanese Prime Minister Sanae Takaichi

    October 21, 2025
  • Events

    Events

    See ICI’s upcoming and past events.

    View all Events

    • ICI Events
    • Upcoming Events
    Featured Events
    Image
    NYC skyline

    Securities Law Developments Conference - Registration Now Open

    November 20-20

    Nov 13

    ICI Webinar

    ETF as a Share Class - Asset Manager Considerations

    Virtual●
    1:00pm - 2:00pm ()

    Nov 19

    ICI Webinar

    ETF as a Share Class - Intermediary Considerations

    Virtual●
    1:00pm - 2:00pm ()
  • Sign Up
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  • About ICI
  • Related Sites
    • IDC
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  • Contact
Main navigation
  • Issues & Advocacy
    Issues & Advocacy

    Issues & Advocacy

    Stay informed of the policy priorities ICI champions on behalf of individual investors and the asset management industry.

    • Key Policies
      Key Policies
      • Ensuring Tax Fairness and Financial Security
      • Establishing Certainty in Financial Regulations
      • Expanding Access to Private Markets
      • Modernizing Disclosure for a Digital World
      • Retirement Fairness for Educators and Nonprofit Employees
      • Standing Up for Main Street Investors and Retirement Savers
    • Comment Letters
    • Amicus Briefs
  • Research
    Research

    Research

    Explore research from ICI’s experts on industry-related developments, trends, and policy issues.

    View all Research

    • Statistics
      Statistics
      • All Statistics
      • Combined ETF and Mutual Funds
        Combined ETF and Mutual Funds
        • Weekly Combined Estimated ETF and Long-Term Flows
        • Monthly Active and Index Data
        • Monthly ESG Investing Data
        • Quarterly Worldwide Regulated Open-End Fund Market
      • Exchange Traded Funds
        Exchange Traded Funds
        • Weekly Estimated ETF Net Issuance
        • Monthly Exchange-Traded Fund Data
      • Mutual Funds
        Mutual Funds
        • Weekly Estimated Long-Term Mutual Fund Flows
        • Weekly Money Market Fund Assets
        • Monthly Money Market Fund Portfolio Data
        • Monthly Trends in Mutual Fund Investing
        • Monthly Trend Data Files
        • Monthly Mutual Fund Complex Assets
        • Quarterly Long-Term Mutual Fund Asset Composition
        • Quarterly Mutual Fund Assets in Retirement Accounts
        • Quarterly Mutual Fund Distributions
        • Annual Institutional Mutual Fund Shareholder Data
      • Closed-End Funds
        Closed-End Funds
        • Quarterly Closed-End Fund Assets
      • UITs
        UITs
        • Monthly Unit Investment Trust Deposits
      • More Statistics
        More Statistics
        • 529 Plan Program Statistics
        • Quarterly Retirement Market Data
    • Closed-End Funds
    • Defined Contribution Plans
      Defined Contribution Plans
      • 401(k)s
        401(k)s
        • Employee Benefit Research Institute (EBRI) /ICI 401(k) Database
        • The ICI/ISS Defined Contribution Plan Profile
        • 401(k) Plan Services, Fees, and Expenses
      • Defined Contribution Plan Investors
      • Defined Contribution Plan Participant Activities
      • Households' Views on Retirement Savings
      • Income from Retirement Plans
      • Retirement Plan Coverage and Participation
    • Exchange-Traded Funds
    • Fees and Expenses
    • IRAs
      IRAs
      • IRA Investors
      • The IRA Investor Database™
      • The Role of IRAs in US Households’ Saving for Retirement
    • Money Market Funds
    • Mutual Funds
      Mutual Funds
      • Mutual Fund Ownership
    • Publications
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    • Investment Company Fact Book
    • Global
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      • Global Industry Research
  • Resource Hubs
    Resource Hubs

    Resource Hubs

     Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.

    • 401(k)
    • California Consumer Privacy Law
    • Closed-End Funds
    • Commodity Investments
    • Common Ownership
    • Cybersecurity
    • Disclosure
    • DOL Fiduciary Duty Rule
    • ESG
    • Exchange-Traded Funds
    • Financial Services Regulatory
    • Financial Transaction Tax
    • Fraud Prevention
    • Global Retirement
    • Individual Retirement Account
    • Innovation
    • Liquidity Risk Management Program Rule
    • Money Market Fund
    • Processing Fees
    • Proxy Voting
    • Shortened Settlement Cycle
    • Target Retirement Date Funds
  • News & Opinions
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    Read ICI’s latest publications, press releases, statements, and blog posts.

    View all News and Opinions

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ICI Conference

Retail Alternatives and Closed-End Funds Conference

Convene Conference Center at 225 Liberty Street

November 20-20, 2025
New YorkNY
Register for ICI Conference
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Get ready for the 2025 Retail Alternatives and Closed-End Funds Conference in New York City!


The 2025 Retail Alternatives and Closed-End Funds Conference, formerly known as the Closed-End Funds Conference, will be held on November 20 in NYC alongside the 2025 Securities Law Developments Conference, following a reception at 50 Hudson Yards on Wednesday, November 19.

The event brings together a unique set of stakeholders—fund sponsors, fund shareholders, independent directors, attorneys, service providers, and regulators—with a common desire to collaborate and stay up to date with current issues and emerging trends. Join us in New York City!  

Register  Now!

 

Already Registered?

Log in to build your schedule, see who's attending, and access CLE/CPE details. 

Attendee  Hub

 

Key Topics Include

  • Market outlook and product launch opportunities
  • Expanding retail access to private markets through interval funds, tender offer funds, and BDCs
  • Valuation and operational challenges in daily fund management
  • Regulatory reforms reshaping closed-end funds providing private market access
  • Evolving trends in shareholder engagement and activism

 

Emerging Leaders

In addition to discounted registration, the next generation of asset management professionals will have unique opportunities to build relationships among their cohort and industry leaders.

 

Media

All sessions will be open to members of the media and noted in the program. Media registration is available here. Please contact Stephen Bradford (Stephen.bradford@ici.org) with any questions.

 

Share That You're Attending

Share that you’re attending the 2025 Retail Alternatives and Closed-End Funds Conference with your LinkedIn network! Download our recommended social media post.

 

Sponsorship

Sponsorship registration is open!

Thank You to Our Sponsors!


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Aberdeen Investments
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Eversheds Sutherland logo
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Faegre Drinker
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Goodwin logo
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Kirkland & Ellis logo
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Lincoln International logo
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Morgan Lewis logo
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Nuveen
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Prosek logo
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Quality Edgar Solutions logo
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Ropes & Gray
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Seward & Kissel logo
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Sidley
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Simpson Thacher logo
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Skadden logo
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Stradley Ronon logo
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Trailmark logo
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Ultimus Fund Solutions
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Vedder Price
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Venable logo
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Willkie
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