E-Delivery Content

Despite the broader shift to electronic filing, firms still must prepare, print, assemble, and physically ship massive volumes of documents. ICI has repeatedly urged the IRS to allow electronic filing, noting that for some fund complexes, tax season meant sending boxes—or even truckloads—of paper each year.

ICI President and CEO Eric Pan today released a statement regarding the Financial Industry Regulatory Authority updated requirements governing how broker-dealers deliver investor disclosures and other communications. Once effective, the updates will allow member firms to make electronic delivery their default delivery method.

As the United States approaches its 250th anniversary, the milestone offers an opportunity to reflect on the institutions and ideas that have shaped the nation’s economic success. ICI is proud to be a...

ICI Innovate Houston, TX February 3–5 Investment Management Conference Palm Desert, CA March 22–25 Leadership Summit Washington, DC April 29–May 1 ETF Conference Nashville, TN June 8–10

The INVEST Act Advances in Congress In December, the House passed the INVEST Act, a bipartisan measure to strengthen investment opportunities and support long-term capital formation. The bill advances...

Navigating ETF as a Share Class ICI’s push for ETF share class relief reflected a sustained, strategic effort that culminated in the SEC issuing an order on ETF share class applications. After...

The [approval to launch ETF share classes of existing mutual funds] will "deliver meaningful benefits to mutual fund shareholders," said Eric Pan, president and chairman of the Investment Company...

The Investment Company Institute submitted a letter to the Securities and Exchange Commission outlining significant cost-savings estimates to support rulemaking that would allow funds to deliver documents to shareholders electronically on a default basis.

The Investment Company Institute submitted a letter providing recommendations to support the SEC's rulemaking that would allow documents to be delivered to shareholders electronically by default.