ICI President and CEO Eric J. Pan issued a statement in response to the Securities and Exchange Commission’s vote to propose amendments under the Investment Company Act of 1940 concerning repurchase offers and multiple share classes for regulated closed-end funds and business development companies.
ICI and ISS Market Intelligence today released their collaborative report on 403(b) plans subject to the Employee Retirement Income Security Act of 1974. The report found that employer contributions increased from $11 billion in 2021 and 2.5 times the amount made in 2009.
ICI submitted a comment letter that supports the SEC’s proposal to make electronic delivery the default for investor communications, a long-overdue modernization that reflects how investors access information today. The change could save fund shareholders billions of dollars while improving access to important disclosures.
Average ongoing charges for equity and fixed-income UCITS have declined by 26% and 30%, respectively, since 2013, according to a new report from the Investment Company Institute (ICI), Ongoing Charges for UCITS in the European Union, 2025.
ICI Chief Government Affairs and Public Policy Officer Tom Quaadman issued a statement in response to the Securities and Exchange Commission’s (SEC) proposal to repeal its rule governing political contributions by investment advisers.
ICI submitted a comment letter on the SEC's Registered Offering Reform proposal, which will modernize and strengthen the registered offering framework to make public offerings more attractive to issuers.
President and CEO Eric J. Pan released the following statement regarding the Japanese government's Financial Services Strategy to Promote Growth Investment: Upgrading “Promoting Japan as a Leading Asset Management Center,” which was published as part of Japan’s broader suite of economic and fiscal reforms for 2026.
ICI President and CEO Eric J. Pan issued a statement in response to a Securities and Exchange Commission rule proposal to allow funds to deliver documents to shareholders electronically on a default basis.
