News Releases
News Release
ICI Statement on the Appointment of IOSCO Secretary General Rodrigo Buenaventura
November 8, 2024—ICI President and CEO Eric J. Pan released a statement on the news of Rodrigo...
News Release
ICI Statement on the US Presidential Election
November 6, 2024—ICI President and CEO Eric J. Pan released a statement in response to the 2024 US...
News Release
100 Years Later: Mutual Funds Driver of Wealth for Middle-Class Americans
October 31, 2024—According to new research published by the Investment Company Institute (ICI), 53.7...
ICI Viewpoints
Stripping 401(k) Tax Breaks Won’t Fix Social Security
More American retirees get income from retirement plans today than ever before. In combination with...
The New Face of Fund Ownership: A Bigger and More Diverse Marketplace
October 31, 2024—Over the past year, 2.3 million more US households became mutual fund investors...
The Fact(or)s Matter When Measuring TDF Performance
October 14, 2024—Target date funds (TDFs) have steadily become a mainstream option among retirement...
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...