Retail Investment Strategy (RIS) Content

The Investment Company Institute submitted a letter to the European Securities and Markets Authority in response to its call for evidence on the retail investor journey. Read more in the comment letter.

Washington, DC; March 4, 2025—The Investment Company Institute (ICI) wrote to the Securities and Exchange Commission (SEC) today to encourage the agency to approve a principles-based co-investment framework that would provide more flexibility for retail investment products. This would...

Washington, DC, December 19, 2024—UCITS remain a global success story, serving as a cost-effective savings tool for investors worldwide since their adoption in 1985. An updated report from the Investment Company Institute (ICI), Ongoing Charges for UCITS in the European Union, 2023...

Advancing new red tape based on discredited idea would only harm investors and our capital markets. By Eric J. Pan ( As published in the Financial Times, July 19, 2024) Ambitious policymakers from both big US political parties are looking to make hay of the failed idea that retail...

Brussels, Belgium; October 19, 2023—UCITS investors continue to benefit from lower ongoing charges, according to an updated report from the Investment Company Institute (ICI)— Ongoing Charges for UCITS in the European Union, 2022. This year’s report will help inform European policy...

When the European Commission released its proposed EU Retail Investment Strategy (RIS) package, it noted that capital market participation in the European Union has traditionally been lower than in the United States. We sometimes hear that part of the reason for this discrepancy is...