ICI Viewpoints
Congress Should Give Americans Flexibility to Keep Retirement Savings on Track
As policymakers take further steps to assist families and businesses weathering the storm, Congress...
IRA Investors Are Concentrated in Lower-Cost Mutual Funds
Individual retirement accounts (IRAs) represent the largest share of assets in the US retirement...
Investing Basics: Understanding Fees and Expenses
In the ICI Education Foundation’s Investing Road Trip exhibit, a toll booth illustrates the fees and...
A New Benchmark for Distribution Oversight
On June 1, the fund industry achieved a milestone for global cooperation. In an industry-led...
Investing Basics: Compound Returns and the Power of Reinvestment
Start saving early. You’ve heard it once, you’ve heard it a million times. There are a few reasons...
Tax Filing Deadline Extended to July 15: What It Means for IRA Savers
On March 21, 2020, the Treasury Department and Internal Revenue Service (IRS) extended the federal...
2020 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 60th...
The US Retirement System Is Stronger Than Critics Portray
A recent Washington Post opinion piece paints an inaccurate and misleading picture of the US...
2020 Investment Company Fact Book: Letter from the President and CEO
This ICI Viewpoints is a version of a letter from ICI President and CEO Paul Schott Stevens that was...
Investing Basics: 529 Savings Plans
One thing you can expect when you’re expecting a baby is to pay a lot for diapers—you might pay...
Regulated Funds: Supporting the Economy During the COVID-19 Crisis
In a recent call with the Financial Stability Board, ICI President and CEO Paul Schott Stevens...
For Funds' Use of Derivatives, a Promising New Regulatory Framework
In a promising new proposal on the use of derivatives, the SEC has consolidated cumbersome...
Investing Basics: Tax Benefits to Encourage Saving
To encourage people to save, federal and state governments offer special tax treatment for savings...
Investing Basics: The Benefits of Mutual Funds
We’ve reached the halfway point in this series, and we’ve covered a lot of ground: the benefits of...
Working to Ensure Funds Can Maintain Vital Services
Key personnel of mutual fund sponsors and service providers should be deemed “essential workers” and...
During COVID-19 Crisis, Fund Company Staff Are Essential
As governments consider extending orders to “shelter in place,” they must include staff of fund...
ETFs Are Passing the COVID-19 Crisis Test
How have exchange-traded funds (ETFs) weathered the intensifying financial market fallout from the...
Mutual Fund Flows in the COVID-19 Crisis
The novel coronavirus disease, or COVID-19, is taking a heavy toll on the world economy—in lives, in...
Investing Basics: Dollar-Cost Averaging
Emotions are the enemy of successful investing. For long-term investors, dollar-cost averaging is a...
A New Chapter of Growth and Impact: IDC’s 2019 Annual Review
In a letter in the Independent Directors Council's 2019 Annual Review, IDC Managing Director Thomas...
ICI Continues Its Work on Disclosure Improvements
In a letter to the New York Times in response to an article published earlier this month, ICI...
ICI Members Are Monitoring the New Coronavirus Outbreak
Earlier this week, ICI's Industry Operations Department surveyed members of the Institute's...
Investing Basics: Diversification
Eggs play a starring role in diversification’s ubiquitous analogy—one we used in the Investing Road...
Proxy Proposals Worth Supporting
The SEC can save millions of dollars for registered fund shareholders, while maintaining investor...
Investing Basics: Types of Investments
Two of the most common investments are stocks and bonds. Chances are if you own a portfolio of...
“A Leader in Every Way”: Amy B. R. Lancellotta
In a letter that was released in ICI’s 2019 Annual Report to Members, IDC Governing Council Chair...
Talkin’ ’Bout the Generations: ICI Research on Mutual Fund Ownership by Generation
Talk about the differences between generations is a hot topic in today’s cultural conversation. And...
Investing Basics: What Is Risk?
You invest with the hope of earning a return on your investment. That opportunity invariably...
2019 Annual Report to Members: ICI's International Work
With the industry's interests bound ever more tightly to global trends, ICI pursues an active...
ICYMI: A Q&A with Members of ICI's Retirement Team
For this year's 2019 Annual Report to Members, four members of ICI's retirement team sat down to...