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Issues & Advocacy

Stay informed of the policy priorities ICI champions on behalf of individual investors and the asset management industry.
Key Policies

Ensuring Tax Fairness and Financial Security

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Expanding Access to Private Markets

Modernizing Disclosure for a Digital World

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Latest Comment Letters:

Comment Letter

ICI Comment Letter to the SEC on Novel ETFs

September 3, 2026

Comment Letter

ICI Comment Letter to the FASB Regarding Accounting Standards

June 3, 2026

Comment Letter

ICI Comment Letter on PCAOB Strategic Priorities

June 3, 2026
Research
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Exchange Traded Funds

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Ten Important Facts about 401(k) Plans

Defined Contribution Plan Investors

Defined Contribution Plan Participant Activities

Households' Views on Retirement Savings

The ICI/ISS MI Defined Contribution Plan Profile

Exchange-Traded Funds

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The IRA Investor Database™

Ten Important Facts About IRAs

The Role of IRAs in US Households’ Saving for Retirement

Ten Important Facts About Roth IRAs

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Fact Book

Simplified Chinese Translation – 2026 Investment Company Fact Book: Quick Facts Guide (pdf)

June 8, 2026

Latest Research

Fact Book

Simplified Chinese Translation – 2026 Investment Company Fact Book: Quick Facts Guide (pdf)

June 8, 2026

Fact Book

Japanese Translation – 2026 Investment Company Fact Book: Quick Facts Guide (pdf)

June 8, 2026

One Pager

The Retirement Fairness for Charities and Educational Institutions Act (pdf)

June 8, 2026
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401(k)

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Latest News:

News Release

SEC Political Contributions Proposal Will Give All Americans an Equal Voice

September 8, 2026

ICI Viewpoints

What’s Next for ETFs: Innovation, Distribution, and the Investor Experience

June 5, 2026

ICI Viewpoints

A Welcome SEC Focus on Fund Proxy Modernization

June 4, 2026
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Issues & Advocacy
Issues & Advocacy

Issues & Advocacy

Stay informed of the policy priorities ICI champions on behalf of individual investors and the asset management industry.
Research
Research

Research

Explore research from ICI’s experts on industry-related developments, trends, and policy issues.

View all Research
- Statistics
  Statistics
  - All Statistics
  - Combined ETF and Mutual Funds
    
    Combined ETF and Mutual Funds
    
    Weekly Combined Estimated ETF and Long-Term Flows
    
    Monthly Active and Index Data
    
    Monthly ESG Investing Data
    
    Quarterly Worldwide Regulated Open-End Fund Market
  - Mutual Funds
    
    Mutual Funds
    
    Weekly Estimated Long-Term Mutual Fund Flows
    
    Weekly Money Market Fund Assets
    
    Monthly Money Market Fund Portfolio Data
    
    Monthly Trends in Mutual Fund Investing
    
    Monthly Mutual Fund Complex Assets
    
    Quarterly Long-Term Mutual Fund Asset Composition
    
    Quarterly Mutual Fund Assets in Retirement Accounts
    
    Quarterly Mutual Fund Distributions
  - Exchange Traded Funds
    
    Exchange Traded Funds
    
    Weekly Estimated ETF Net Issuance
    
    Monthly Exchange-Traded Fund Data
  - Closed-End Funds
    
    Closed-End Funds
    
    Quarterly Closed-End Fund Assets
  - UITs
    
    UITs
    
    Monthly Unit Investment Trust Deposits
  - More Statistics
    
    More Statistics
    
    529 Plan Program Statistics
    
    Quarterly Retirement Market Data
- Investment Company Fact Book
- Closed-End Funds
- Defined Contribution Plans
  Defined Contribution Plans
- Exchange-Traded Funds
  Exchange-Traded Funds
  - ETF Owning Households
- Fees and Expenses
- IRAs
  IRAs
- Money Market Funds
- Mutual Funds
  Mutual Funds
- US Retirement System
  US Retirement System
- Publications
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- Global
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  - Global Industry Research
Resource Hubs
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Resource Hubs

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News & Opinions
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Issues & Advocacy
Issues & Advocacy

Stay informed of the policy priorities ICI champions on behalf of individual investors and the asset management industry.
Key Policies

Ensuring Tax Fairness and Financial Security

Establishing Certainty in Financial Regulations

Expanding Access to Private Markets

Modernizing Disclosure for a Digital World

Retirement Fairness for Educators and Nonprofit Employees

Standing Up for Main Street Investors and Retirement Savers

Comment Letters

Amicus Briefs
Latest Comment Letters:

Comment Letter

ICI Comment Letter to the SEC on Novel ETFs

September 3, 2026

Comment Letter

ICI Comment Letter to the FASB Regarding Accounting Standards

June 3, 2026

Comment Letter

ICI Comment Letter on PCAOB Strategic Priorities

June 3, 2026
Research
Research

Explore research from ICI’s experts on industry-related developments, trends, and policy issues.

View all Research
Statistics

All Statistics

Combined ETF and Mutual Funds

Weekly Combined Estimated ETF and Long-Term Flows

Monthly Active and Index Data

Monthly ESG Investing Data

Quarterly Worldwide Regulated Open-End Fund Market

Mutual Funds

Weekly Estimated Long-Term Mutual Fund Flows

Weekly Money Market Fund Assets

Monthly Money Market Fund Portfolio Data

Monthly Trends in Mutual Fund Investing

Monthly Mutual Fund Complex Assets

Quarterly Long-Term Mutual Fund Asset Composition

Quarterly Mutual Fund Assets in Retirement Accounts

Quarterly Mutual Fund Distributions

Annual Institutional Mutual Fund Shareholder Data

Exchange Traded Funds

Weekly Estimated ETF Net Issuance

Monthly Exchange-Traded Fund Data

Closed-End Funds

Quarterly Closed-End Fund Assets

UITs

Monthly Unit Investment Trust Deposits

More Statistics

529 Plan Program Statistics

Quarterly Retirement Market Data

Investment Company Fact Book

Closed-End Funds

Defined Contribution Plans

401(k)s

Employee Benefit Research Institute (EBRI) /ICI 401(k) Database

401(k) Plan Services, Fees, and Expenses

Income from Retirement Plans

Retirement Plan Coverage and Participation

Ten Important Facts about 401(k) Plans

Defined Contribution Plan Investors

Defined Contribution Plan Participant Activities

Households' Views on Retirement Savings

The ICI/ISS MI Defined Contribution Plan Profile

Exchange-Traded Funds

ETF Owning Households

Fees and Expenses

IRAs

The IRA Investor Database™

Ten Important Facts About IRAs

The Role of IRAs in US Households’ Saving for Retirement

Ten Important Facts About Roth IRAs

Money Market Funds

Mutual Funds

Mutual Fund Ownership

Fund Disclosure

Fund Governance

US Retirement System

Understanding the US Retirement System

Retirement Plan Coverage and Participation

Income from Retirement Plans

Publications

ICI Research Perspective

Fact Book Archive

One Pagers

White Papers

Global

Global Industry Research
Featured Publication

Fact Book

Simplified Chinese Translation – 2026 Investment Company Fact Book: Quick Facts Guide (pdf)

June 8, 2026

Latest Research

Fact Book

Simplified Chinese Translation – 2026 Investment Company Fact Book: Quick Facts Guide (pdf)

June 8, 2026

Fact Book

Japanese Translation – 2026 Investment Company Fact Book: Quick Facts Guide (pdf)

June 8, 2026

One Pager

The Retirement Fairness for Charities and Educational Institutions Act (pdf)

June 8, 2026
Resource Hubs
Resource Hubs

Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.

View all Resource Hubs
401(k)

California Consumer Privacy Law

Closed-End Funds

Collective Investment Trusts

Commodity Investments

Common Ownership

Cybersecurity

Disclosure

DOL Fiduciary Duty Rule

ESG

Exchange-Traded Funds

Financial Services Regulatory

Financial Transaction Tax

Fraud Prevention

Global Retirement

Individual Retirement Account

Innovation

Liquidity Risk Management Program Rule

Money Market Fund

Processing Fees

Proxy Voting

Shortened Settlement Cycle

Target Retirement Date Funds

Treasury Clearing
News & Opinions
News & Opinions

Read ICI’s latest publications, press releases, statements, and blog posts.

View all News and Opinions
News Releases

Opinions

ICI Viewpoints Blog

Op-Eds & Letters to the Editors
Latest News:

News Release

SEC Political Contributions Proposal Will Give All Americans an Equal Voice

September 8, 2026

ICI Viewpoints

What’s Next for ETFs: Innovation, Distribution, and the Investor Experience

June 5, 2026

ICI Viewpoints

A Welcome SEC Focus on Fund Proxy Modernization

June 4, 2026
Events
Events

See ICI’s upcoming and past events.

View all Events
ICI Events

Upcoming Events
Featured Events
Sign Up
Sign Up
About ICI
Related Sites
IDC

ICIEF

Global Affairs
Contact

Main navigation

Issues & Advocacy
Issues & Advocacy

Issues & Advocacy

Stay informed of the policy priorities ICI champions on behalf of individual investors and the asset management industry.
Research
Research

Research

Explore research from ICI’s experts on industry-related developments, trends, and policy issues.

View all Research
- Statistics
  Statistics
  - All Statistics
  - Combined ETF and Mutual Funds
    
    Combined ETF and Mutual Funds
    
    Weekly Combined Estimated ETF and Long-Term Flows
    
    Monthly Active and Index Data
    
    Monthly ESG Investing Data
    
    Quarterly Worldwide Regulated Open-End Fund Market
  - Mutual Funds
    
    Mutual Funds
    
    Weekly Estimated Long-Term Mutual Fund Flows
    
    Weekly Money Market Fund Assets
    
    Monthly Money Market Fund Portfolio Data
    
    Monthly Trends in Mutual Fund Investing
    
    Monthly Mutual Fund Complex Assets
    
    Quarterly Long-Term Mutual Fund Asset Composition
    
    Quarterly Mutual Fund Assets in Retirement Accounts
    
    Quarterly Mutual Fund Distributions
  - Exchange Traded Funds
    
    Exchange Traded Funds
    
    Weekly Estimated ETF Net Issuance
    
    Monthly Exchange-Traded Fund Data
  - Closed-End Funds
    
    Closed-End Funds
    
    Quarterly Closed-End Fund Assets
  - UITs
    
    UITs
    
    Monthly Unit Investment Trust Deposits
  - More Statistics
    
    More Statistics
    
    529 Plan Program Statistics
    
    Quarterly Retirement Market Data
- Investment Company Fact Book
- Closed-End Funds
- Defined Contribution Plans
  Defined Contribution Plans
- Exchange-Traded Funds
  Exchange-Traded Funds
  - ETF Owning Households
- Fees and Expenses
- IRAs
  IRAs
- Money Market Funds
- Mutual Funds
  Mutual Funds
- US Retirement System
  US Retirement System
- Publications
  Publications
- Global
  Global
  - Global Industry Research
Resource Hubs
Resource Hubs

Resource Hubs

Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.

View all Resource Hubs
News & Opinions
News & Opinions

News & Opinions

Read ICI’s latest publications, press releases, statements, and blog posts.

View all News and Opinions
- News Releases
- Opinions
  Opinions
Events
Events

Events

See ICI’s upcoming and past events.

View all Events
- ICI Events
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Sign Up
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