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IMC Modernization of the '40 Act
ICI Viewpoints

What to Watch at ICI’s 2026 Investment Management Conference

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Asset management firms are navigating rapid change—from new technologies to shifting regulatory expectations. Legal and compliance teams are playing a central role as firms rethink governance, investor protection, and organizational design. These issues come together at ICI’s 2026 Investment Management Conference, March 22–25 in Palm Desert, California. The program arrives at a pivotal moment, reflecting broader transformations in how the industry operates and serves investors.

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White Paper

Subscription Data Framework for Retail Alternative Investments

The latest ICI paper proposes an industry data standards designed to address the lack of communication standards and governance that support subscription processing and client onboarding for alternative investment products. This data standard will help overcome a critical operational barrier to expanding retail investor access to private markets.

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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