ICI Quarterly Update

Our Quarterly Update shares the latest news and info from inside ICI. Get the latest on what we’re doing in the press, in Washington, and in capitols around the world to advance the goals of our members and the investors they serve.

Worth a Click ICI President and CEO Eric Pan moderates a discussion at an Investment Company Institute and Texas Stock Exchange event ICI President and CEO Eric J. Pan's Real Clear Markets opinion...

Advocating for Investment Funds GROWTH Act Builds Bipartisan Momentum In February, ICI sent a letter to congressional leaders urging passage of the GROWTH Act, bipartisan legislation that would defer...

Supporting Members Operational Support for CITs The rapid growth of collective investment trusts (CITs) in recent years has delivered clear benefits for plans and their participants, but it has also...

In the News “We're not going out saying to Americans around the country, ‘Hey, get into [private investments] now,” says ICI Chief Executive Officer Eric Pan. “What we’re saying is that we believe...

As the United States approaches its 250th anniversary, the milestone offers an opportunity to reflect on the institutions and ideas that have shaped the nation’s economic success. ICI is proud to be a...

ICI Innovate Houston, TX February 3–5 Investment Management Conference Palm Desert, CA March 22–25 Leadership Summit Washington, DC April 29–May 1 ETF Conference Nashville, TN June 8–10

The INVEST Act Advances in Congress In December, the House passed the INVEST Act, a bipartisan measure to strengthen investment opportunities and support long-term capital formation. The bill advances...

Navigating ETF as a Share Class ICI’s push for ETF share class relief reflected a sustained, strategic effort that culminated in the SEC issuing an order on ETF share class applications. After...

The [approval to launch ETF share classes of existing mutual funds] will "deliver meaningful benefits to mutual fund shareholders," said Eric Pan, president and chairman of the Investment Company...

This quarter marked significant progress in advancing policies that protect investors and strengthen America’s retirement system. With the passage of the recent tax reform bill, lawmakers delivered a...

ETF Conference September 8–10 ICI’s first-ever conference focused exclusively on ETFs will bring together ETF sponsors, regulators, and other market participants in a vibrant environment of learning...

The SEC’s Director of the Division of Investment Management Brian Daly in conversation with ICI’s General Counsel Paul Cellupica. This week, ICI hosted the Securities and Exchange Commission’s (SEC)...

ICI has launched several new committees and working groups over the past few months, many of which are actively seeking new members: The Financial Innovation Advisory Committee (FIAC) brings together...

ICI President and CEO Eric J. Pan appeared on CNBC’s ETF Edge in July to discuss developments in the current regulatory landscape: “We want to be pro-innovation. We like the idea that through...

By Paul Cellupica, General Counsel With Paul Atkins taking the helm of the SEC, we are entering a time of tremendous opportunity to enact commonsense policies that will benefit tens of millions of...

Leadership Summit April 30–May 2 Leadership Summit begins this week! There’s still time to register. Join industry leaders in the heart of Washington, DC, for unbeatable networking opportunities and...

Facilitating Retail Investor Access to Private Markets Private markets have seen explosive growth over the past decade, with institutional and high net-worth investors capitalizing on the many...

ICI Submits Recommendations to New SEC Chairman On April 11, ICI submitted a letter to the newly confirmed SEC Chairman, Paul Atkins, laying out nine priority recommendations for the SEC that ICI...

“Recent strong inflows may be a response to the spike in volatility in the financial markets we’ve seen lately,” said Shelly Antoniewicz, chief economist for ICI. “With short-term interest rates still...