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ICI Quarterly Update, July 2026

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

ICI's research indicates that retirement savers can benefit from the option to access private market...

Shelly Antoniewicz
Chief Economist

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...

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States Should Not Mistake Long-Term Investing for Abandonment

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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.

Unclaimed property laws should protect truly abandoned assets without penalizing investors who intentionally hold securities for the long term. Florida strengthened its law to better distinguish...

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...

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State Working Group

The State Working Group is designed to provide a forum for member companies to receive updates on legislative and regulatory activity at the state level.