News and Resources
News Releases
News Release
ICI Education Foundation and Toigo Foundation Announce Financial Scholarship Winners
Washington, DC; January 10, 2022—The Investment Company Institute Education Foundation (ICIEF) is...
News Release
ICI Statement on Appointment of William Birdthistle as Director of the SEC’s Division of Investment ...
ICI President and CEO Eric J. Pan issued the following statement today on the appointment of William...
News Release
ICI Statement on Confirmation of CFTC Chair
ICI President and CEO Eric J. Pan issued the following statement after the US Senate voted to...
ICI Viewpoints
Common Sense Doesn’t Support Common Ownership Hypothesis
How strong is the empirical evidence supporting the theory of common ownership? Proponents believe...
Foreign Direct Investment: Striking the Right Balance
In a world that is more interconnected than ever, it is important to fend off foreign threats to...
Leading the Way to T+1
Shortening the settlement cycle will mitigate risk and maximize investment opportunities—all for the...
The 2021 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
Keynote Address, 2021 ICI Tax and Accounting Conference
ICI President and CEO Eric J. Pan addresses the tax issues that have recently come to the forefront...
Welcoming Remarks, 2021 General Membership Meeting
GMM Chair Lisa Jones kicks off the 62nd annual General Membership Meeting with welcoming remarks...
President's Address, 2021 ICI General Membership Meeting
At the 2021 GMM, ICI President and CEO Eric J. Pan presents a path forward to a fit-for-purpose...
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
Individual Retirement Accounts (IRAs): FAQs
Frequently Asked Questions About Individual Retirement Accounts (IRAs) What are IRAs? In 1974, the...
FAQ
401(k) Plan Research: FAQs
Frequently Asked Questions About 401(k) Plan Research How large are 401(k)s? As of June 30, 2021...
FAQ
Closed-End Funds and Their Use of Leverage: FAQs
This document contains FAQs about closed-end funds, including information related to failed auctions...