Comment Letter ICI Response to the RBI's Consultation on Foreign Exchange Management Rules August 31, 2026
Comment Letter ICI Response to the CFTC's Request for Comment on 24/7 Standard Futures Trading August 27, 2026
Perspective Supplemental Tables: Ongoing Charges for UCITS in the European Union, 2025 (xlsx) September 10, 2026
Perspective Supplemental Tables: Ongoing Charges for UCITS in the European Union, 2025 (xlsx) September 10, 2026
Image ICI Viewpoints Compliance, Risk, and Legal Issues Take Center Stage in Nashville September 11, 2026
Comment Letter ICI Response to the RBI's Consultation on Foreign Exchange Management Rules August 31, 2026
Comment Letter ICI Response to the CFTC's Request for Comment on 24/7 Standard Futures Trading August 27, 2026
Perspective Supplemental Tables: Ongoing Charges for UCITS in the European Union, 2025 (xlsx) September 10, 2026
Perspective Supplemental Tables: Ongoing Charges for UCITS in the European Union, 2025 (xlsx) September 10, 2026
Image ICI Viewpoints Compliance, Risk, and Legal Issues Take Center Stage in Nashville September 11, 2026
Breadcrumb HOME ICI WHITE PAPERS ICI White Papers Filter Results By Topics 12b-1 Fees 401(k) Plans 529 Plans Accounting and Audit Alternative Investment Funds Broker-Dealer Issues Business Continuity Clearance and Settlement Closed-End Funds Collective Investment Trusts Compliance Corporate Governance Cyber Cybersecurity Defined Contribution Plans Department of Labor Derivatives Directors and Fund Governance Disclosure Distribution E-Delivery Employee Retirement Income Security Act (ERISA) Equity Funds Equity Investing ESG European Union Exchange-Traded Funds (ETFs) Fees and Expenses Fiduciary Issues Financial Markets Financial Technology Fraud Prevention Fund Accounting & Financial Reporting Fund Disclosure Fund Governance Fund Operations Fund Ownership Fund Regulation Global ICI Global IDC Identity Theft Index Funds Industry Research Information Security Intermediary Oversight Investment Advisers Investment Education Japan Liquidity Litigation and Enforcement Lost Property and Escheatment Market Volatility MiFID, EMIR, AIFMD, UCITS V Money Market Funds Mutual Funds Operations and Technology Oversight Pension Portfolio Oversight Privacy Private Markets Proxy Voting Recordkeeping Red Flag Rules Regulated Funds Regulatory Activities Retirement Legislation Retirement Plan Participation Retirement Plans Retirement Policy Retirement Research Risk Oversight Securities and Exchange Commission Securities Lending Service Providers Shareholder Swing Pricing T+1 Tax Incentives Taxes Technology Trading Trading and Markets (International) Trading and Markets (US) Transfer Agency United States Valuation Publication Date Start Date End Date Displaying 51 - 60 of 149 Total White Paper Reconciling Form 1040 and Form 1099-R Data (pdf) January 21, 2020 White Paper Decoding Retirement: A Detailed Look at Retirement Distributions Reported on Tax Returns (pdf) January 21, 2020 White Paper Analysis of Fund Proxy Campaigns: 2012 Through 2019 (pdf) December 20, 2019 MEMBER White Paper ICI Transfer Agent/Fund Disclosure Document Matrix (pdf) Login or click here to get access to our Member White Paper July 31, 2019 White Paper ICI Mutual: Shareholder Litigation in the Fund Industry: A Guide for Investment Advisers and Fund Independent Directors (pdf) July 1, 2019 White Paper Interval Funds: Operational Challenges and the Industry’s Way Forward (pdf) June 3, 2019 White Paper Operational Process Flows and Considerations Related to Dealer/Custodian Resignations (pdf) February 26, 2019 White Paper Operational Process Flows and Considerations Related to Dealer/Custodian Resignations (pdf) February 26, 2019 MEMBER White Paper Fraud Prevention Practices: Survey Report to Participants (pdf) Login or click here to get access to our Member White Paper January 4, 2019 MEMBER White Paper C-Share (Level Load) Conversion: Operational Considerations (pdf) Login or click here to get access to our Member White Paper August 7, 2018 Pagination First page « First Previous page Previous … Page 2 Page 3 Page 4 Page 5 Current page 6 Page 7 Page 8 Page 9 Page 10 … Next page Next Last page Last »
White Paper Decoding Retirement: A Detailed Look at Retirement Distributions Reported on Tax Returns (pdf) January 21, 2020
MEMBER White Paper ICI Transfer Agent/Fund Disclosure Document Matrix (pdf) Login or click here to get access to our Member White Paper July 31, 2019
White Paper ICI Mutual: Shareholder Litigation in the Fund Industry: A Guide for Investment Advisers and Fund Independent Directors (pdf) July 1, 2019
White Paper Operational Process Flows and Considerations Related to Dealer/Custodian Resignations (pdf) February 26, 2019
White Paper Operational Process Flows and Considerations Related to Dealer/Custodian Resignations (pdf) February 26, 2019
MEMBER White Paper Fraud Prevention Practices: Survey Report to Participants (pdf) Login or click here to get access to our Member White Paper January 4, 2019
MEMBER White Paper C-Share (Level Load) Conversion: Operational Considerations (pdf) Login or click here to get access to our Member White Paper August 7, 2018