ICI Viewpoints
Navigating Through Financial Storms: American Savers’ Handling of Retirement Planning Through COVID
The onset and lingering effects of the global COVID-19 pandemic have created financial stresses...
Policymakers Say Bond Mutual Funds Contributed Significantly to Treasury Market Stress but…
US residents that invest in mutual funds. ICI survey data on the daily activities of bond mutual...
The Harms of HSR Aggregation: Antitrust’s Misunderstanding of Mutual Funds and Their Investors
Antitrust authorities are considering serious changes to the antitrust rules that, if enacted, would...
Americans’ Financial Response to COVID
Since the onset of the COVID-19 pandemic in spring 2020, American households faced numerous...
Setting the Record Straight on Bond Mutual Funds’ Sales of Treasuries
When analyzing the complex and unprecedented market activity of March 2020, it is vital to use...
ICI Bond Mutual Fund Survey Brings Facts to the Debate
New ICI research provides a detailed picture of bond mutual funds’ role in the fixed-income markets...
Happiness Is a Spousal IRA
As Valentine’s Day approaches, many wonder how to best express their love. Sure, dozens of roses...
Common Sense Doesn’t Support Common Ownership Hypothesis
How strong is the empirical evidence supporting the theory of common ownership? Proponents believe...
Foreign Direct Investment: Striking the Right Balance
In a world that is more interconnected than ever, it is important to fend off foreign threats to...
Leading the Way to T+1
Shortening the settlement cycle will mitigate risk and maximize investment opportunities—all for the...
Closed-End Funds at a Crossroads
Closed-end funds provide retail investors with many benefits but have recently come up against some...
IRA Investors Are Concentrated in Lower-Cost Mutual Funds
Individual retirement accounts (IRAs) represent the largest share of assets in the US retirement...
The SEC Must Step into the Breach
Fund investors deserve to pay fair prices for information about their investments, but a broken...
Toward a Dynamic Climate Disclosure Framework
Enhancing climate-related financial disclosure means developing, refining, and implementing a wide...
WNBA Commissioner Cathy Engelbert on Building Relationships
Succeeding in the world of sports is like succeeding in any other big business: you have to be able...
Jamie Dimon Speaks His Mind
In a headline half-hour at ICI’s 2021 General Membership Meeting on May 6, ICI President and CEO...
Former SEC Chair Jay Clayton and Former CFTC Chair Chris Giancarlo Talk Effective Regulation at GMM
The pandemic-related market turmoil of March 2020 and the responses to it among financial markets...
Education Savings: Here's Everything You Need to Know
On May 29, we celebrate National 529 Day (5/29, get it?)—a day to highlight the importance of 529...
Jump In for Mutual Fun
Managing your finances is serious business, so people may not often associate “fund” with “fun.” But...
2021 Investment Company Fact Book: Letter from the Chief Economist
A version of this letter by ICI Chief Economist Sean Collins was released in the Institute’s 61st...
A Shorter Settlement Cycle: T+1 Will Benefit Investors and Market Participant Firms by Reducing Systemic and Operational Risks
Recently, ICI, SIFMA, and the DTCC announced that our organizations are collaborating on efforts to...
On Closer Look, a Very Different Picture of Funds’ Role in the Commercial Paper Market
New analysis by ICI shows that prime money market funds did not pull back significantly from the...
Previous Reform Made Prime Funds Less Resilient This Time Around
Even as the market turmoil triggered by strict government mandates and social distancing due to the...
Growth in Bond Mutual Funds: A Question of Balance
Why have bond mutual funds grown substantially in the past several years? There are two possible...
Grow Your Money Skills…It’s Financial Literacy Month!
Financial literacy will equip you with money skills. Good money habits and skills will lead you to...
Traditional and Roth IRAs Offer Choice and Flexibility
With $12.2 trillion in assets, individual retirement accounts (IRAs) represent more than one-third...
Fund Investors’ Expenses Are Falling on Both Sides of the Pond
Data on UCITS ongoing charges have become more widely available to investors in recent years...
Growth in Bond Mutual Funds: See the Whole Picture
In the past decade, a number of regulators and academics have discussed concerns about the growth in...
What’s in a Name, Redux: For Bond Mutual Funds, “Corporate” Matters
Policymakers around the globe are studying the turmoil in March 2020 related to the COVID-19...
Bond Mutual Fund Outflows: A Measured Investor Response to a Massive Shock
The evidence about what happened to financial markets in March 2020 is still far too mixed and...