Top 5 Takeaways from ICI’s 2022 Investment Company Fact Book
For more than half a century, ICI has produced an annual Fact Book featuring research, analysis and...
Running 401(k)
Have you ever thought about running 401K? I know what you’re thinking—that’s almost 10 marathons...
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...