UCITS Content

Recent comparisons between the fees of US mutual funds and European UCITS funds rightfully acknowledge key structural differences between the two markets but don’t change the reality that the asset-weighted average cost of US mutual funds is significantly lower than that of UCITS...

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...

The Investment Company Institute submitted its views on the European Securities and Markets Authority’s consultations regarding draft regulatory technical standards and guidelines on liquidity management tools, which have been proposed as part of the amendments to the Alternative...

ICI Global provided comments in response to the Call for Evidence from the European Securities and Markets Authority (ESMA) on the UCITS Eligible Assets Directive (UCITS EAD). Key messages to ESMA were: The importance of striking a balance between (1) preserving the existing framework...

Summary: Central bankers and finance ministries have increasingly equated the size and growth of the non-bank financial intermediation (NBFI) space with increased financial stability risks. Their rhetoric is not supported by data. In absolute terms, NBFI has grown over the past decade...

Washington, DC, May 23, 2024—Today, the Investment Company Institute (ICI) unveiled its new logo at its Leadership Summit in Washington, DC, marking the first update in 20 years to the visual representation of the organization. “Our new logo features the tagline ‘ The Asset Management...

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...