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

    View all Research

    • Statistics
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      • 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 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
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        • Monthly Unit Investment Trust Deposits
      • More Statistics
        More Statistics
        • 529 Plan Program Statistics
        • Quarterly Retirement Market Data
    • Investment Company Fact Book
    • 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
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     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
    • Treasury Clearing
  • News & Opinions
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    Read ICI’s latest publications, press releases, statements, and blog posts.

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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 Response to The Hong Kong Securities and Futures Commission UT Code Proposed Amendments

    January 21, 2026
    ICI Default BG
    Comment Letter

    ICI Comment Letter Supporting the INVEST Act

    December 4, 2025
    ICI Default BG
    Comment Letter

    ICI Comment Letter to Support the ERISA Litigation Reform Act

    December 2, 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 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
    • Investment Company Fact Book
    • 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
      • ETF Owning Households
    • 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
    • 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
    Image of the Department of Treasury building
    ICI Viewpoints

    Congress Takes Up FSOC Reform—Why it Matters for Millions of Fund Investors

    January 9, 2026
    A couple reviewing documents
    Perspective

    Ongoing Charges for UCITS in the European Union, 2024

    December 18, 2025
    Two office workers looking at charts on a screen
    ICI Viewpoints

    Cross-Trading Reform: Unlocking Savings and Efficiency for Funds and Investors

    December 17, 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
    • Treasury Clearing
  • 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
    Couple with a baby reviewing their finances
    News Release

    ICI Announces Trump Account Matching Contribution

    January 14, 2026
    Image of the Department of Treasury building
    ICI Viewpoints

    Congress Takes Up FSOC Reform—Why it Matters for Millions of Fund Investors

    January 9, 2026
    The SEC building
    News Release

    ICI Welcomes SEC's Proposed Amendments to Small Entity Definitions

    January 7, 2026
  • Events

    Events

    See ICI’s upcoming and past events.

    View all Events

    • ICI Events
    • Upcoming Events
    Featured Events
    Image
    Photo of Houston skyline

    ICI Innovate - Registration Now Open

    February 3-5

    Feb
    3-5

    ICI Conference

    ICI Innovate

    Houston, TX

    Mar
    22-25

    ICI Conference

    Investment Management Conference

    Palm Desert, CA
  • Sign Up
  • Sign Up
  • About ICI
  • Related Sites
    • IDC
    • ICIEF
    • Global Affairs
  • 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 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
    • Investment Company Fact Book
    • 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
      Exchange-Traded Funds
      • ETF Owning Households
    • 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
      Publications
      • ICI Research Perspective
    • Global
      Global
      • 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
    • Treasury Clearing
  • News & Opinions
    News & Opinions

    News & Opinions

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

    View all News and Opinions

    • News Releases
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      • ICI Viewpoints Blog
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ICI Conference

Investment Management Conference

JW Marriott Desert Springs

March 22-25, 2026
Palm DesertCA
Register for ICI Conference
Event Overview

Program
Fees
Hotel
CLE/CPE Credit
FAQs
Sponsorship
Emerging Leaders
Attendee Toolkit
Register for ICI Conference
View All ICI Events

Registration is Now Open!

The 2026 Investment Management Conference will return to JW Marriott Desert Springs in Palm Desert, California, from March 22 through 25. 

Hear directly from regulators and industry experts about the most pressing issues facing asset managers and where the industry is headed.  

We welcome everyone who serves the investment management industry in any role. This conference offers valuable programming and networking opportunities for industry professionals, including asset managers, service providers, board members, and legal and compliance personnel. 

Don't miss this exclusive opportunity to connect with industry leaders, gain insights, and expand your network.  

Conference registration for non-members will open on January 27. 

Already Registered? 

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

Attendee  Hub

 

Emerging Leaders 

The Emerging Leaders program is designed to give the next generation of asset management professionals additional opportunities to engage with ICI’s programming at a discounted rate. In addition to discounted registration, Emerging Leaders will have access to unique networking opportunities at the conference.  

Please contact EmergingLeaders@ici.org with questions or to discuss individual circumstances.  

Emerging Leaders Eligibility 

  • Attended the Investment Management Conference fewer than three (3) times
  • Under 35 years of age OR fewer than 10 years of industry experience
  • Employed by an ICI Member Company OR an industry partner (e.g., law firms, accounting firms, consultancies) 
    NOTE: Industry partners are limited to 2 (two) participants per organization per conference. 

 

Media 

Working journalists can register here. Please contact media@ici.org with questions. 

 

Sponsorship 

Sponsorship opportunities are now available. Don’t miss the chance to be a part of this exciting opportunity! 

Contact Pete Bockelman at 202-285-1866 or pete.bockelman@ici.org with questions.  

Thank You to Our Sponsors


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Alliant
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Citi logo
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Command Financial logo
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DFIN
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EPIC Insurance Brokers and Consultants logo
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Faegre Drinker
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Grant Thornton
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J.P. Morgan
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Kirkland & Ellis logo
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Kroll logo
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Norm Ai logo
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Northern Trust
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Quality Edgar Solutions logo
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Ropes & Gray
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Stradley Ronon logo
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US Bank logo
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Vedder Price
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