News and Resources
News Releases
News Release
ICI Launches National Partnership Program to Commemorate Mutual Fund 100th Anniversary
November 21, 2023—In advance of the 100th anniversary of the launch of the first mutual fund, the...
News Release
ICI: FSOC Has Opted For Weaker, Less Transparent Process
November 3, 2023—ICI President and CEO Eric Pan released the following statement on the Financial...
News Release
Majority of American Households Rely on Mutual Funds to Save and Invest
November 1, 2023—According to new research published by the ICI, 54.4 percent of households in the...
ICI Viewpoints
The SEC Is Kicking Bank Loan Funds to the Curb
November 27, 2023—Bank loan mutual funds and ETFs play a key role in capital markets, facilitating...
SEC Proposal Slams the Brakes on Tech Progress
November 3, 2023—Technological innovation in the financial services industry has driven huge...
Proxy Advisory Firms—Killing Closed-End Funds Softly with Their Policies
October 25, 2023—Closed-end funds (CEFs) trying to fend off hostile hedge funds and other activist...
2023 ICI Annual Report to Members
Bringing the perspective of funds, their shareholders, directors, and advisers to regulators and policymakers around the world.
The 2023 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
Aligning Goals with Actions: The EU Retail Investment Strategy
With the Retail Investment Strategy (RIS), the European Union has a chance to empower tens, perhaps...
ICI President’s Address, 2023 Investment Management Conference
It’s always a pleasure to address members of the most important industry in finance. And it’s a...
IDC Governing Council Chair’s Remarks, 2022 IDC Fund Directors Conference
IDC Governing Council Chair’s Remarks 2022 IDC Fund Directors Conference Cynthia Plouché Chair...
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
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...