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Showing Results 1 - 6 of 1856 Total
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ICI Viewpoints

Taking a Helpful Step on Fund Proxy Reform

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As market indexes become increasingly concentrated, funds that qualify as “diversified” are facing a growing challenge. Many funds must either limit exposure to their largest investments, potentially altering their strategy, or pursue shareholder approval to become non-diversified, a costly and uncertain process.

As many diversified indexes become increasingly concentrated (the S&P 500’s top 10 holdings constituted 38% of the index in August 2026), many “diversified” funds must consider whether to (i)...

Fund proxy campaigns are a costly burden. ICI demonstrated this in 2019 and again in 2026 . Major reforms to fund proxy requirements to alleviate these burdens would fit perfectly within the SEC’s...

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ICI Viewpoints

Increase in NBFI Assets Reflects Strong Investment Markets, Not Systemic Risk

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NBFI’s share of total financial assets has risen in both the US and Euro area since year-end 2023, but the increase is largely driven by equity investment funds and ETFs rather than riskier forms of non-bank activity.

NBFI’s share of total financial assets has risen since year-end 2023 in both the US and Euro area, but the composition of that increase matters more than its size. In both regions, equity investment...

In a 2024 Viewpoints post, we showed that despite substantial growth in absolute terms, non-bank financial intermediation’s (NBFI) share of total financial assets had remained broadly stable in both...

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2026 Investment Company Fact Book

Explore the comprehensive guide to trends, data, and insights in in the investment company industry. 

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Glossary of Investing terms
You can find more information about many of these entries in the chapters and appendix of the Investment Company Fact Book

2026 ICI Factbook cover version 2