Lost Property and Escheatment Content

ICI led a coalition of industry leaders to oppose California’s Assembly Bill 1447, which would establish an overly stringent inactivity standard for securities governed by California’s Unclaimed...

This quarter demonstrated the power of sustained, investor-focused advocacy—and the progress that is possible when policymakers hear directly from the people our work affects. At ICI’s headquarters...

America at 250: a Nation of Investors As the country marked its 250 th anniversary in July, ICI made the case that the United States has become something the founders never envisioned: a nation of...

Worth a Click ICI's General Counsel, Paul Cellupica, in conversation with the SEC’s Director of the Division of Investment Management, Brian Daly. ICI to House Committee: Regulated Funds Ready to...

Advocating for Investment Funds ICI Backs DOL's Asset-Neutral Framework for 401(k) Investment Options

In June, ICI filed a comment letter supporting the Department of Labor's proposed rule establishing an asset-neutral, process-based safe harbor for selecting 401(k) plan investment options in...

Supporting Members Helping Make Trump Accounts Work for Families and the Fund Industry Trump Accounts officially launched on July 4, creating a new opportunity to introduce children to saving and...

In the News ICI said it has had two meetings with Treasury officials, who at one stage discussed “shutting this down in some form or another,” according to Mike Horn, the group’s deputy general...

At an ICI event bipartisan SAFER Act, Representatives Sam Liccardo (D-CA) and Mike Lawler (R-NY) joined ICI leaders to make the case for a federal solution to the problem of state unclaimed property laws that can treat buy-and-hold investors as though they have disappeared.

Representative Mike Lawler (R-NY) speaks at an ICI event about the SAFER Act. Millions of American investors have adopted the advice given by financial advisors to invest for the long term and then...

Long-term investors often check their accounts only occasionally, reflecting a common buy-and-hold strategy. However, some states are adopting inactivity standards that can trigger the seizure and liquidation of securities accounts, even when the investor has not abandoned the assets.

Millions of Americans buy mutual funds, ETFs, stocks, and other securities with the intention of holding them for years. They may not log in often. They may not trade. They may not check their...