News and Resources
News Releases
News Release
ICIEF Partners with Girls Who Invest to Foster Greater Diversity and Inclusion
Washington, DC; September 23, 2021—The Investment Company Institute Education Foundation (ICIEF)...
News Release
2020 Investor Trends Drive Fixed Income UCITS Ongoing Charges Down, Equity UCITS Hold Steady
Latest Report on EU Funds Shows Ongoing Charges Down Markedly Since 2013, but More Effective Single...
News Release
ICI CEO Statement Opposing Wyden Proposal to Penalize ETF and Mutual Fund Investors
Investment Company Institute President and CEO Eric J. Pan issued the following statement today on...
ICI Viewpoints
Leading the Way to T+1
Shortening the settlement cycle will mitigate risk and maximize investment opportunities—all for the...
Closed-End Funds at a Crossroads
Closed-end funds provide retail investors with many benefits but have recently come up against some...
IRA Investors Are Concentrated in Lower-Cost Mutual Funds
Individual retirement accounts (IRAs) represent the largest share of assets in the US retirement...
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
Closed-End Funds and Their Use of Leverage: FAQs
This document contains FAQs about closed-end funds, including information related to failed auctions...
FAQ
401(k) Plan Research: FAQs
Frequently Asked Questions About 401(k) Plan Research How large are 401(k)s? As of March 31, 2021...
FAQ
The Basics of 401(k) Plans: FAQs
Frequently Asked Questions About 401(k) Plans: The Basics What is a 401(k) plan and how does it work...