News and Resources
News Releases
News Release
ICI Shares Its Retail Investor Priorities with New SEC Chair
Washington, DC, April 14, 2025—Investment Company Institute (ICI) President and CEO Eric J. Pan sent...
News Release
ICI Statement on Paul Atkins’s Confirmation as SEC Chairman
April 9, 2025—ICI President and CEO Eric Pan issued a statement in response to the U.S. Senate...
News Release
ICI Statement on SEC Notice to Grant Co-Investment Applications
April 3, 2025—ICI President and CEO Eric Pan issued a statement after the Securities and Exchange...
ICI Viewpoints
Academic Literature in Support of CEF Activism: We Don’t Think Those Studies Mean What You Think They Mean
April 11, 2025—One of the most enduring questions in finance is the puzzle of why closed-end funds...
IRA Ownership Reaches Record Highs
April 10, 2025—As Tax Day nears, ICI’s recently released research report on individual retirement...
Key Takeaways from ICI's 2025 Investment Management Conference
March 21, 2025—The 2025 Investment Management Conference concluded in San Diego on March 19 after...
2024 ICI Annual Report to Members
Explore ICI’s 2024 Annual Report to learn how we’re driving results for the asset management industry and long-term individual investors.
The 2024 Investment Company Fact Book Is Here!
The latest edition of ICI’s flagship publication shares a wealth of research and data on trends in the investment company industry.
Speeches and Commentaries
The Mutual Fund: The Most Important Financial Innovation in Modern History
This year marks a historic anniversary. It has now been 100 years since the creation of the first US...
ICI President’s Address, 2024 Tax and Accounting Conference
ICI President and CEO Eric J.Pan addresses the ICI 2024 Tax and Accounting Conference at Boca Raton...
ICI President’s Address, 2024 Investment Management Conference
ICI President and CEO Eric J.Pan addresses the ICI 2024 Investment Management Conference at Palm...
Videos and Podcasts
Video
Regulated Funds in Europe During the COVID-19 Crisis
When the COVID-19 pandemic hit, economic shutdowns around the world led to turmoil in the financial...
Podcast
Saving for Retirement During Tough Times with Sarah Holden on the Main St. Finance Podcast
In conversation with Alex from Main St. Finance, ICI Senior Director of Retirement and Investor...
Video
ICI President and CEO Eric J. Pan Speaks About ESG on CNBC’s “Power Lunch”
ICI President and CEO Eric J. Pan speaks with CNBC’s “Power Lunch” on climate risk disclosure and...
FAQs
FAQ
Closed-End Funds and Their Use of Leverage: FAQs
This document contains FAQs about CEFs, including information related to failed auctions for auction...
FAQ
ETFs and Retail Investors: FAQs
Frequently Asked Questions About ETFs and Retail Investors Why do investors use ETFs? What factors...
FAQ
How ETFs Compare with Other Investments: FAQs
Frequently Asked Questions About How ETFs Compare with Other Investments How are ETFs similar to...