ICI Viewpoints
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...
What We Learned at the 2024 Investment Management Conference
March 25, 2024—Set against the backdrop of continued regulatory and legislative uncertainty, the...
The SEC’s Proposed Safeguarding Rule Will Cost Investors
March 5, 2024—Custodians play a vital role in financial markets, reinforcing trust and serving...
The Independent Directors Council: 20 Years of Advancing Excellence in Fund Governance
February 29, 2024—In May 2004, the Investment Company Institute formed the Independent Directors...
Top Takeaways from ICI Innovate
February 12, 2024—Despite the stormy weather in San Diego, the speakers and panelists at the first...
Ok, Boomer: Retirement Prospects for Younger Americans Actually Look Bright
February 5, 2024—Judging by some narratives, you might think that young Americans face a bleak...
Celebrating 100 Years of Mutual Funds: Empowering Financial Opportunities for All
January 30, 2024—The first mutual fund in the United States was created in 1924, which means that...
The SEC’s Liquidity Proposal Is Arbitrary and Harmful to Investors
January 12, 2024—Open-end long-term mutual funds (“funds”) have a long history of successfully...
The Ghosts You Chase but Never Catch
December 4, 2023—Halloween season is well past, but some banking authorities seem happy to continue...
The SEC Is Kicking Bank Loan Funds to the Curb
November 27, 2023—Bank loan mutual funds and ETFs play a key role in capital markets, facilitating...
SEC Proposal Slams the Brakes on Tech Progress
November 3, 2023—Technological innovation in the financial services industry has driven huge...
Proxy Advisory Firms—Killing Closed-End Funds Softly with Their Policies
October 25, 2023—Closed-end funds (CEFs) trying to fend off hostile hedge funds and other activist...
T+1: The Next Step for Evolving Markets Globally
October 9, 2023—As financial services firms around the world institute processes and procedures to...
The SEC’s Multi-Rule Pileup
October 3, 2023—There’s a reason that stoplights don’t flash red, yellow and green at the same time...