ICI Viewpoints
Five Takeaways from the 2025 Fact Book
The 65 th edition of the Investment Company Fact Book is now available, highlighting more than 300...
Lessons from ICI’s 2025 Leadership Summit
ICI President and CEO Eric J. Pan addressing attendees on the first day of ICI’s 2025 Leadership...
Financial Literacy: The Global Wealth Gap No One Talks About
Every April, we celebrate Financial Literacy Month in the United States. But let’s be honest: there...
Visualizing the 2025 Fact Book
April 28, 2025—Data is central to the work we do in ICI Research. We collect it from our members...
Academic Literature in Support of CEF Activism: We Don’t Think Those Studies Mean What You Think They Mean
April 11, 2025—One of the most enduring questions in finance is the puzzle of why closed-end funds...
IRA Ownership Reaches Record Highs
April 10, 2025—As Tax Day nears, ICI’s recently released research report on individual retirement...
Key Takeaways from ICI's 2025 Investment Management Conference
March 21, 2025—The 2025 Investment Management Conference concluded in San Diego on March 19 after...
A Closer Look at the Facts Shows a More Optimistic Outlook for the US Retirement System
March 11, 2025—Employer plans and individual retirement accounts are an important source of income...
Comparing UCITS and Mutual Funds: UCITS Costs Are Declining, but Structural Challenges Remain
February 25, 2025—Comparisons between EU UCITS ongoing charges and US mutual fund expense ratios are...
ICI Commentary: What the Bank of England’s System-Wide Exploratory Scenario Exercise (SWES) Tells Us
February 19, 2025—In late November 2024, the Bank of England published the results of its first...
Teachers and Nurses Deserve Access to the Same Investment Options as 401(k) Savers
February 10, 2025—Teachers, nurses, and millions of other public education and nonprofit workers are...
2025 ICI Innovate: How Technology Is Shaping Asset Management
February 7, 2025—At ICI’s second annual Innovate conference, artificial intelligence (AI), new...
Sold Under False Pretenses: The SEC’s Money Market Fund Reform is Causing Damage
February 5, 2025—In response to pandemic-induced stress in money markets three years earlier, the...
GAO Analysis Misrepresents Case for DOL Fiduciary Rule
December 16, 2024—In April 2024, the Department of Labor (DOL) issued a controversial rule intended...
Verify, Then Trust: Preventing Online Investment Scams
Investment fraud is on the rise as scammers devise ever more sophisticated schemes that harm...
Fixing Our Broken Proxy Voting System
November 15, 2024—Just as publicly traded companies do, mutual funds, ETFs, and closed-end funds...
Stripping 401(k) Tax Breaks Won’t Fix Social Security
November 1, 2024—More American retirees get income from retirement plans today than ever before. In...
The New Face of Fund Ownership: A Bigger and More Diverse Marketplace
October 31, 2024—Over the past year, 2.3 million more US households became mutual fund investors...
The Fact(or)s Matter When Measuring TDF Performance
October 14, 2024—Target date funds (TDFs) have steadily become a mainstream option among retirement...
Three Key Themes from the 2024 Tax and Accounting Conference
October 1, 2024—In late September, ICI convened more than 650 professionals in sunny Boca Raton for...
Revolutionizing Retirement
August 30, 2024—Adjusted for inflation, average retirement assets per US household are nearly 10...
Financial Policymakers Need to Look at the Facts About the “Growing Threat” of NBFI
August 6, 2024—Central bankers and finance ministries have increasingly equated the size and growth...
Americans’ Retirement Savings Show Real Progress
August 1, 2024—With more than $25 trillion in assets, IRAs, 401(k)s, and similar retirement accounts...
Five Takeaways from the 2024 Fact Book
June 12, 2024—The Investment Company Fact Book is a vital tool in ICI’s efforts to provide reliable...
Lawmakers, Regulators, and Industry: ICI Puts Leadership on Display
May 28, 2024—ICI’s 2024 Leadership Summit brought together central figures in asset management...
A Century of Growth: 100 Years of the Mutual Fund
May 21, 2024—In 1957, the National Association of Investment Companies, predecessor to the...
Looking Back on a Century of Innovation
May 10, 2024—As ICI celebrates the 100th anniversary of the mutual fund, we’re all celebrating 100...
Electronic Delivery of Financial Information Is Way Overdue
From paying bills to ordering pizza, most people reach for an electronic device when they need...
Mutual Funds at 100: An Essential Part of America’s Economic Engine
Mutual funds and other registered investment funds direct trillions of dollars to their highest use...
The DOL’s Hurried Fiduciary Rule Poses Lasting Harm to Investors
April 12, 2024—When it comes to their investments, Americans enjoy more information, choice, and...