Index Funds Content

On October 13, the International Organization of Securities Commissions (IOSCO) released a survey on index providers directed at asset managers and index providers, focused on examining the nature of the interactions between these two parties. The survey, which contains a set of...

Market indexes are one of the most visible elements of investing. Numbers from the S&P 500 or the Dow Jones Industrial Index frequently feature prominently in headlines about the US stock market. Beyond the well-known indexes that we encounter daily lie more than three million indexes...

For the 2020 Annual Report to Members , three members of ICI’s leadership sat down to share their thoughts on how the Institute and the fund industry have navigated the COVID-19 crisis. Below is an abridged version of their discussion. To read the full roundtable, please see ICI’s...

Below is an abridged version of a conversation with Paul Schott Stevens, ICI’s longest-serving chief executive, who retired at the end of 2020. As he neared the end of his 16 years of service, he sat down with ICI staff to discuss the events of his tenure. To read the full Q&A, please...

Below is a letter by ICI Chairman George C. W. Gatch that was released in ICI’s 2020 Annual Report to Members . 2020 will go down in history as a year that none of us can ever forget—no matter how much we would like to. It was a year of turmoil, fear, and reckoning. Yet for the...

Financial markets have continued to churn since our previous post, which examined mutual fund investors’ initial reactions to the COVID-19 crisis, with the S&P 500 index and yield on the 10-year Treasury bond gyrating wildly. How have exchange-traded funds (ETFs) weathered the...

Below is an abridged version of a letter by ICI Chairman George C. W. Gatch and ICI President and CEO Paul Schott Stevens that was released in ICI’s 2019 annual report. To read their full letter, please see ICI’s 2019 Annual Report to Members. ICI Chairman George C. W. Gatch and ICI...

Below is an abridged version of a letter by ICI Chairman George C. W. Gatch and ICI President and CEO Paul Schott Stevens that was released in ICI’s 2019 annual report. To read their full letter, please see ICI’s 2019 Annual Report to Members. ICI Chairman George C. W. Gatch and ICI...