ICI Viewpoints
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...
2019 Annual Report to Members: A Letter to ICI's Membership
What follows is an abridged version of a letter by ICI Chairman George C. W. Gatch and ICI President...
Closed-End Funds: Opportunities for a True Renaissance
Closed-end funds are in vogue once again. Legislators, regulators, and fund sponsors are turning to...
Investing Basics: What Is Investing?
This month, the ICI Education Foundation celebrates 30 years of developing, delivering, and...
Five Key Points on 401(k) Plan Fees from ICI Research
Thanks to innovation and a competitive market, 401(k) mutual fund fees keep falling. ICI has a...
The ETF Rule: Paving the Way for Further Growth and Success
For tens of millions of Americans, mutual funds and exchange-traded funds (ETFs) are the most...
2019 Annual Report to Members: A Letter to ICI's Membership
Below is an abridged version of a letter by ICI Chairman George C. W. Gatch and ICI President and...
Celebrating 15 Years: Join IDC for a Special Fund Directors Conference in October
IDC’s Fund Directors Conference is always an important event for the fund director community, but...
Operations Managers Identify Technology as Key to Future Success
How are asset managers investing in the future? To help answer this question, Accenture conducted a...
Four Wrongs Don’t Make a Right—A Financial Stability Proposal Falls Short
After the global financial crisis, the Dodd-Frank Act of 2010 set up a regulatory framework to...
Happy Birthday, IRA! Congratulations on 45 Years
Labor Day 2019 marked the 45th birthday of the individual retirement account (IRA). When the...
Three Bs or Not Three Bs: Revisiting Claims That Investment Grade Corporate Bond Funds Pose Financial Stability Risks
In the past year, regulators have expressed concerns that regulated funds with a mandate to invest...
30 Tips to Celebrate 30 Years of Investor Education
For 30 years, the ICI Education Foundation has pursued its mission to advance investor education by...
Critics Claim Retirement Savers Aren’t Behaving Rationally. The Data Say They Are.
In a letter to MarketWatch responding to “Opinion: This Recent Report Suggests Steady Saving for...
IRA Investors Are Concentrated in Lower-Cost Mutual Funds
Individual retirement accounts (IRAs) represent the largest share of assets in the US retirement...
Mind the Gap
It’s a good idea to “mind the gap” if you’re traveling on the Tube in London, taking Amtrak in the...
Alibaba’s Joseph C. Tsai in Conversation with Paul Schott Stevens
The world’s two largest economies, the United States and China, need to collaborate on technological...
Global Leaders Discuss Building a Competitive European Union
EU policymakers need to have a global mindset if the European Union is to compete and thrive in...
Fund Industry Leaders Encourage Cultural Stability and Willingness to Embrace Change
The mutual fund industry is being driven by change. At this year's General Membership Meeting, the...
Parag Khanna Talks Asia at ICI’s GMM
How can powerful nations continue to thrive? By being more connected to Asia, said Parag Khanna, the...
In Marketing, Either Adapt or Fall Behind
Seasoned marketing professionals took to the main stage at ICI’s General Membership Meeting to...
It’s 5/29—Are You Taking Full Advantage of College Savings Opportunities?
Saving for an education is an important financial goal for millions of US households. In fact...
2019 Investment Company Fact Book: Letter from the Chief Economist
Globalization has hit a few speed bumps in recent years, but it hasn't slowed the globalization of...
SEC Chairman Jay Clayton Tackles Hot Topics at GMM
In introducing SEC Chairman Jay Clayton ahead of his highly anticipated appearance at ICI’s 61st...
ICI’s Quarterly Retirement Market Resource
ICI publishes statistics on the US retirement market every quarter as an information resource for...
Don’t Forget the 401(k): America’s Retirement System Helps Workers Save and Preserve Assets
In a letter to the Wall Street Journal responding to “Forget the 401(k),” published February 11, ICI...
IRA: Will You Be Mine?
As this Valentine’s Day approaches, step back and consider treating yourself or your spouse to an...
From December Outflows to January Inflows: Seasonal Factors in Mutual Fund Flows
As US and global stock markets churned in December, the press took note of ICI’s reports on outflows...
A Year of Advocacy: IDC’s 2018 Annual Review
IDC is well known for its education and outreach programs—and it’s not hard to see why. Year after...
Corporate and Investment Grade Bond Funds: What’s in a Name?
Financial stability concerns are being inflated by confusion over what the funds in question...