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

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    • Statistics
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      • Combined ETF and Mutual Funds
        Combined ETF and Mutual Funds
        • Weekly Combined Estimated ETF and Long-Term Flows
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        • Quarterly Worldwide Regulated Open-End Fund Market
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        • Weekly Estimated Long-Term Mutual Fund Flows
        • Weekly Money Market Fund Assets
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    • 401(k)
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    • 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
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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 SEC's Small Entity Definitions Proposal

    March 13, 2026
    ICI Default BG
    Comment Letter

    ICI Response to Singapore Consultation on Liquidity Risk Management Practices

    February 27, 2026
    ICI Default BG
    Comment Letter

    ICI Response to the Australian Treasury Consultation on MIS Governance

    February 26, 2026
  • 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
      • 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
      • Exchange Traded Funds
        • Weekly Estimated ETF Net Issuance
        • Monthly Exchange-Traded Fund 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
    A couple reviewing information on their laptop on their kitchen table
    Research

    The ICI/ISS MI Defined Contribution Plan Profile: A Close Look at 401(k) Plans, 2023 (pdf)

    March 11, 2026
    Three different hands pointing at an ipad screen
    ICI Viewpoints

    The Repo Market Has Vulnerabilities. Mutual Funds Aren’t One of Them

    February 27, 2026
    European Union flags
    ICI Viewpoints

    From Roadmap to Reality: EU and UK T+1 Transition Webinar

    February 27, 2026
  • Resource Hubs

    Resource Hubs

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

    View all Resource Hubs

    • 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
    Female looking at her laptop at her desk at home
    News Release

    More Employers Than Ever Are Contributing to Workers' 401(k) Plans

    March 11, 2026
    ici-web-photo-852407924.jpg
    News Release

    New SEC Staff Guidance Provides Needed Clarity for Funds

    March 6, 2026
    Couple reviewing their information on a ipad with their banker
    News Release

    Financial Industry Calls for Middle Class Tax Reform Now

    March 4, 2026
  • Events

    Events

    See ICI’s upcoming and past events.

    View all Events

    • ICI Events
    • Upcoming Events
    Featured Events
    Image
    Investment Management Conference

    Investment Management Conference - Registration Now Open

    March 22 - 25

    Mar
    22-25

    ICI Conference

    Investment Management Conference

    Palm Desert, CA

    Apr
    8-9

    Foundations

    Foundations for Fund Directors®

    Washington, DC
  • 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
      • 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
      • Exchange Traded Funds
        Exchange Traded Funds
        • Weekly Estimated ETF Net Issuance
        • Monthly Exchange-Traded Fund 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.

    View all Resource Hubs

    • 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
      • Op-Eds & Letters to the Editors
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ICI Conference

2025 ICI Innovate

ICI Innovate - The Intersection of Technology and Fund Operations
February 3–5, 2025 • Huntington Beach, CA

February 3-5, 2025
Huntington BeachCA
Event Overview

Program
Fees

Fees

 

  Early Bird
(October 16–December 6)
Standard Registration
(Starts December 7)

Emerging Leaders*
(Flat Rate)
Member $1,195 $1,500 $495
Nonmember $1,495 $1,800 $695
Independent director (of an ICI member firm) $1,195 $1,500 N/A
Independent director (of a nonmember firm) $1,495 $1,800 N/A
Government employee $795 $995 N/A

*Emerging Leaders are eligible for heavily discounted registration rates to ICI events to facilitate additional engagement with industry leaders. For 2025 Innovate, Emerging Leaders must be under 35. Please contact conferences@ici.org with any questions. 

Please note, certain committee participants may register at a discounted rate. Please contact your committee manager for more details.

Can’t make it in person? Register for on-demand access!

On-demand registration: $250

  • Catch up with on-demand content. Viewing is not live content.
  • Select sessions available beginning February 19.
  • Not eligible for CPE.

 

Registration Information

If you are uncertain of your firm’s membership status, please check the membership listing to avoid any possible invoices and registration cancellations. If the registration type selected is incorrect, a payment adjustment may be necessary. ICI will contact you within 30 days after the event to make the adjustment.

Cancellations received by January 23 are refundable but are subject to a $250 administrative fee. After January 23, we regret that no registration fees can be refunded. For cancellations due to health-related concerns, please contact us at conferences@ici.org.

On-demand registrations are nonrefundable.

If you are unable to attend and would like to send a colleague in your place, substitutions can be made online by modifying your reservation, and the administrative fee will not be applied.

If you have any questions, please contact the ICI Conference Division at conferences@ici.org.

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