Regulated funds have broadened participation in American capital markets, with ownership rising significantly among middle- and lower-income households over the past two decades, according to data...
Congress will soon weigh a new set of reforms aimed at boosting capital formation—a worthy goal that could translate into faster economic growth, more jobs, and greater household wealth.
Policymakers in the United States are tackling the challenge of how to provide expanded investment opportunities for retirement savers who participate in 401(k) plans and other types of defined contribution (DC) plans.
Trump Accounts, created under recent tax legislation, aim to help American families build long-term savings. ICI is encouraging the Treasury Department to protect competition in what could become every American’s first IRA.
Today’s early-and mid-career professionals are advancing in an industry undergoing rapid transformation, from evolving communication norms and new technologies to hybrid work culture. Their...
The 401(k) plan continues to offer workers across all income levels a disciplined way to save and invest, helping them build significant assets over time. The continued success of these plans shows...
Jody Jonsson, Vice Chair of Capital Group and President of Capital Research and Management Company, in a fireside chat with Eric Pan, ICI President and CEO. Over 600 tax and accounting professionals...
The SEC’s move toward allowing mutual funds and ETFs to operate as share classes in a single portfolio marks a significant shift for the industry. ICI’s new white paper, ETF Share Class Operational...
In the 2010s, a digital media trend emerged promoting so-called life hacks: simple actions that claimed to deliver dramatic results. These were often accompanied by clickbait headlines promising transformation with “one weird trick” (use this one simple hack to pay off your mortgage in five years!) While sometimes grounded in logic, the claims were usually greatly overblown to attract attention.
For the past few months, our team has been hard at work developing a redesigned website with an improved user journey. Explore our favorite new features!
The biggest upgrade for the new ICI.org is our member dashboard. This personalized hub, dubbed “My ICI,” provides direct access to committee pages, meetings, and resources, as well as memos, white...
ICI’s mission is to strengthen the foundation of the asset management industry for the ultimate benefit of the long-term individual investor. But to achieve this mission, we need policies and...
With an 85-year history advocating for individual investors and the asset management industry, ICI has a lot of resources. Our old site made it quite difficult to actually find what you needed. But no...
While the redesigned website launched in early October, it will continue to evolve to be an even stronger resource for the asset management industry and policymakers. We will continue to make...