Global Research and Publications
ICI is the primary source for statistical data and research on investors and retirement plans in the investment company industry. A complete overview of ICI's statistics and research can be found in the annual Investment Company Fact Book.
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.
Research
Perspective
Ongoing Charges for UCITS in the European Union, 2020 (pdf)
Research
Experiences of European Markets, UCITS, and European ETFs During the COVID-19 Crisis Summary (pdf) –...
Research
Experiences of US Money Market Funds During the COVID-19 Crisis Summary (pdf) – Simplified Chinese
Publications
White Paper
Funds’ Use of ESG Integration and Sustainable Investing Strategies: An Introduction (pdf)
White Paper
Market Access for Regulated Fund Managers in the United States and European Union (pdf)
Publication
Highlights from the International Private Pension Systems Conference (pdf)
Statistics
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Release: Worldwide Regulated Open-End Fund Assets and Flows, Second Quarter 2021
Supplement: Worldwide Public Tables, Second Quarter 2021, Data in US Dollars (xls)
Supplement: Worldwide Public Tables, Second Quarter 2021, Data in Euros (xls)
Supplement: Worldwide Public Tables, Second Quarter 2021, Data in Local Currency (xls)
Historical Supplement: Worldwide Public Tables, Second Quarter 2021, Data in US Dollars (xls)
Historical Supplement: Worldwide Public Tables, Second Quarter 2021, Data in Euros (xls)
Historical Supplement: Worldwide Public Tables, Second Quarter 2021, Data in Local Currency (xls)
Worldwide Definitions of Terms and Classifications (xls)
IIFA Presents Expanded Worldwide Regulated Open-End Fund Assets and Flows Report
ICI President and CEO Eric J. Pan Speaks on a Proposed ETF Tax on CNBC’s “ETF Edge”
In his appearance on CNBC's "ETF Edge," Pan discusses how Congress’s proposed tax on ETFs would...