Skip to main content

Header Menu
  • About ICI|
  • Related Sites|
    • Global Affairs|
    • IDC|
    • ICIEF|
  • Contact|

  • 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:
    ICI Default BG
    Comment Letter

    ICI Comment Letter to Committee on Rules of Practice and Procedure on Proposed Amendments to Rule 29

    September 24, 2025
    ici-web-photo-78053739.png
    Comment Letter

    ICI Letter to DOL highlighting areas of interest

    September 24, 2025
    ici-web-photo-1356675451.png
    Comment Letter

    ICI Comment Letter to ESMA on Reporting Requirements Consultation

    September 19, 2025
  • Research

    Research

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

    View all Research

    • Statistics
      • All Statistics
      • ICI Subscriptions
      • 529 Plan Program Statistics
      • ETFs
        • Weekly Combined Estimated ETF and Long-Term Flows
        • Weekly Estimated ETF Net Issuance
        • Monthly Exchange-Traded Fund Data
      • Monthly Trend Data Files
      • Mutual Funds
        • Institutional Mutual Fund Shareholder Data
        • Monthly Mutual Fund Complex Assets
        • Quarterly Worldwide Mutual Fund Market
        • Quarterly Long-Term Mutual Fund Asset Composition
        • Quarterly Mutual Fund Distributions
        • Weekly Estimated Long-Term Mutual Fund Flows
      • Quarterly Retirement Market Data
      • Quarterly Closed-End Fund Assets
      • Unit Investment Trust Data
      • Weekly Money Market Fund Assets
    • Closed-End Funds
    • Defined Contribution Plans
      • 401(k)s
        • Employee Benefit Research Institute (EBRI) /ICI 401(k) Database
        • The ICI/ISS Defined Contribution Plan Profile
        • 401(k) Plan Services, Fees, and Expenses
      • Defined Contribution Plan Investors
      • Defined Contribution Plan Participant Activities
      • Households' Views on Retirement Savings
      • Income from Retirement Plans
      • Retirement Plan Coverage and Participation
    • Exchange-Traded Funds
      • ETF Ownership
    • Fees and Expenses
    • IRAs
      • IRA Investors
      • The IRA Investor Database™
      • The Role of IRAs in US Households’ Saving for Retirement
    • Money Market Funds
    • Mutual Funds
      • Mutual Fund Ownership
    • Publications
      • ICI Research Perspective
    • Investment Company Fact Book
    • Global
      • Global Industry Research
    Featured Publication
    Image
    ici-web-photo-2231144916.jpg
    Publication

    A Close Look at Exchange-Traded Funds and Their Investors (pdf)

    October 1, 2025
    Latest Research
    ICI Default BG
    White Paper

    ICI/IDC ETF Share Class Operational Considerations

    October 6, 2025
    25-ici-web-launch-mock-multiple-screens.png
    ICI Viewpoints

    Top 3 New Features of the Redesigned ICI.org

    October 3, 2025
    25-ici-web-tac.png
    ICI Viewpoints

    Converging Pressures, Emerging Solutions: What’s Ahead at ICI’s Tax and Accounting Conference

    September 29, 2025
  • Resource Hubs

    Resource Hubs

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

    • 401(k)
    • California Consumer Privacy Law
    • Closed-End Funds
    • 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
  • 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:
    Image
    ICI ETF Share Class paper
    News Release

    New ICI Paper Outlines Key Considerations for ETF Share Class

    October 6, 2025
    25-ici-web-launch-mock-multiple-screens.png
    ICI Viewpoints

    Top 3 New Features of the Redesigned ICI.org

    October 3, 2025
    ici-web-photo-1356675451.png
    News Release

    ICI Welcomes EC Recommendations on Savings and Investment Accounts, Financial Literacy

    September 30, 2025
  • Events

    Events

    See ICI’s upcoming and past events.

    View all Events

    • ICI Events
    Featured Events
    Image
    Photo of Houston skyline

    ICI Innovate - Registration Now Open

    February 3-5

    Feb
    3-5

    ICI Conference

    ICI Innovate

    Houston, TX
  • Sign Up
  • About ICI
    • Our Board and Leadership
    • Our Expertise
    • Our Members
    • Careers
      • ICI's Brussels Office
  • 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.

    • Key Policies
      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
  • Research
    Research

    Research

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

    View all Research

    • Statistics
      Statistics
      • All Statistics
      • ICI Subscriptions
      • 529 Plan Program Statistics
      • ETFs
        ETFs
        • Weekly Combined Estimated ETF and Long-Term Flows
        • Weekly Estimated ETF Net Issuance
        • Monthly Exchange-Traded Fund Data
      • Monthly Trend Data Files
      • Mutual Funds
        Mutual Funds
        • Institutional Mutual Fund Shareholder Data
        • Monthly Mutual Fund Complex Assets
        • Quarterly Worldwide Mutual Fund Market
        • Quarterly Long-Term Mutual Fund Asset Composition
        • Quarterly Mutual Fund Distributions
        • Weekly Estimated Long-Term Mutual Fund Flows
      • Quarterly Retirement Market Data
      • Quarterly Closed-End Fund Assets
      • Unit Investment Trust Data
      • Weekly Money Market Fund Assets
    • Closed-End Funds
    • Defined Contribution Plans
      Defined Contribution Plans
      • 401(k)s
        401(k)s
        • Employee Benefit Research Institute (EBRI) /ICI 401(k) Database
        • The ICI/ISS Defined Contribution Plan Profile
        • 401(k) Plan Services, Fees, and Expenses
      • Defined Contribution Plan Investors
      • Defined Contribution Plan Participant Activities
      • Households' Views on Retirement Savings
      • Income from Retirement Plans
      • Retirement Plan Coverage and Participation
    • Exchange-Traded Funds
      Exchange-Traded Funds
      • ETF Ownership
    • Fees and Expenses
    • IRAs
      IRAs
      • IRA Investors
      • The IRA Investor Database™
      • The Role of IRAs in US Households’ Saving for Retirement
    • Money Market Funds
    • Mutual Funds
      Mutual Funds
      • Mutual Fund Ownership
    • Publications
      Publications
      • ICI Research Perspective
    • Investment Company Fact Book
    • 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.

    • 401(k)
    • California Consumer Privacy Law
    • Closed-End Funds
    • 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
  • 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
      • ICI Viewpoints Blog
      • Op-Eds & Letters to the Editors
      • Speeches & Testimony
  • Events
    Events

    Events

    See ICI’s upcoming and past events.

    View all Events

    • ICI Events
  • Sign Up
  • About ICI
  • Related Sites
    • IDC
    • ICIEF
    • Global Affairs
  • Contact
  • Search

Login

  • 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:
    ICI Default BG
    Comment Letter

    ICI Comment Letter to Committee on Rules of Practice and Procedure on Proposed Amendments to Rule 29

    September 24, 2025
    ici-web-photo-78053739.png
    Comment Letter

    ICI Letter to DOL highlighting areas of interest

    September 24, 2025
    ici-web-photo-1356675451.png
    Comment Letter

    ICI Comment Letter to ESMA on Reporting Requirements Consultation

    September 19, 2025
  • Research

    Research

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

    View all Research

    • Statistics
      • All Statistics
      • ICI Subscriptions
      • 529 Plan Program Statistics
      • ETFs
        • Weekly Combined Estimated ETF and Long-Term Flows
        • Weekly Estimated ETF Net Issuance
        • Monthly Exchange-Traded Fund Data
      • Monthly Trend Data Files
      • Mutual Funds
        • Institutional Mutual Fund Shareholder Data
        • Monthly Mutual Fund Complex Assets
        • Quarterly Worldwide Mutual Fund Market
        • Quarterly Long-Term Mutual Fund Asset Composition
        • Quarterly Mutual Fund Distributions
        • Weekly Estimated Long-Term Mutual Fund Flows
      • Quarterly Retirement Market Data
      • Quarterly Closed-End Fund Assets
      • Unit Investment Trust Data
      • Weekly Money Market Fund Assets
    • Closed-End Funds
    • Defined Contribution Plans
      • 401(k)s
        • Employee Benefit Research Institute (EBRI) /ICI 401(k) Database
        • The ICI/ISS Defined Contribution Plan Profile
        • 401(k) Plan Services, Fees, and Expenses
      • Defined Contribution Plan Investors
      • Defined Contribution Plan Participant Activities
      • Households' Views on Retirement Savings
      • Income from Retirement Plans
      • Retirement Plan Coverage and Participation
    • Exchange-Traded Funds
      • ETF Ownership
    • Fees and Expenses
    • IRAs
      • IRA Investors
      • The IRA Investor Database™
      • The Role of IRAs in US Households’ Saving for Retirement
    • Money Market Funds
    • Mutual Funds
      • Mutual Fund Ownership
    • Publications
      • ICI Research Perspective
    • Investment Company Fact Book
    • Global
      • Global Industry Research
    Featured Publication
    Image
    ici-web-photo-2231144916.jpg
    Publication

    A Close Look at Exchange-Traded Funds and Their Investors (pdf)

    October 1, 2025
    Latest Research
    ICI Default BG
    White Paper

    ICI/IDC ETF Share Class Operational Considerations

    October 6, 2025
    25-ici-web-launch-mock-multiple-screens.png
    ICI Viewpoints

    Top 3 New Features of the Redesigned ICI.org

    October 3, 2025
    25-ici-web-tac.png
    ICI Viewpoints

    Converging Pressures, Emerging Solutions: What’s Ahead at ICI’s Tax and Accounting Conference

    September 29, 2025
  • Resource Hubs

    Resource Hubs

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

    • 401(k)
    • California Consumer Privacy Law
    • Closed-End Funds
    • 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
  • 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:
    Image
    ICI ETF Share Class paper
    News Release

    New ICI Paper Outlines Key Considerations for ETF Share Class

    October 6, 2025
    25-ici-web-launch-mock-multiple-screens.png
    ICI Viewpoints

    Top 3 New Features of the Redesigned ICI.org

    October 3, 2025
    ici-web-photo-1356675451.png
    News Release

    ICI Welcomes EC Recommendations on Savings and Investment Accounts, Financial Literacy

    September 30, 2025
  • Events

    Events

    See ICI’s upcoming and past events.

    View all Events

    • ICI Events
    Featured Events
    Image
    Photo of Houston skyline

    ICI Innovate - Registration Now Open

    February 3-5

    Feb
    3-5

    ICI Conference

    ICI Innovate

    Houston, TX
  • Sign Up
  • About ICI
    • Our Board and Leadership
    • Our Expertise
    • Our Members
    • Careers
      • ICI's Brussels Office
  • 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.

    • Key Policies
      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
  • Research
    Research

    Research

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

    View all Research

    • Statistics
      Statistics
      • All Statistics
      • ICI Subscriptions
      • 529 Plan Program Statistics
      • ETFs
        ETFs
        • Weekly Combined Estimated ETF and Long-Term Flows
        • Weekly Estimated ETF Net Issuance
        • Monthly Exchange-Traded Fund Data
      • Monthly Trend Data Files
      • Mutual Funds
        Mutual Funds
        • Institutional Mutual Fund Shareholder Data
        • Monthly Mutual Fund Complex Assets
        • Quarterly Worldwide Mutual Fund Market
        • Quarterly Long-Term Mutual Fund Asset Composition
        • Quarterly Mutual Fund Distributions
        • Weekly Estimated Long-Term Mutual Fund Flows
      • Quarterly Retirement Market Data
      • Quarterly Closed-End Fund Assets
      • Unit Investment Trust Data
      • Weekly Money Market Fund Assets
    • Closed-End Funds
    • Defined Contribution Plans
      Defined Contribution Plans
      • 401(k)s
        401(k)s
        • Employee Benefit Research Institute (EBRI) /ICI 401(k) Database
        • The ICI/ISS Defined Contribution Plan Profile
        • 401(k) Plan Services, Fees, and Expenses
      • Defined Contribution Plan Investors
      • Defined Contribution Plan Participant Activities
      • Households' Views on Retirement Savings
      • Income from Retirement Plans
      • Retirement Plan Coverage and Participation
    • Exchange-Traded Funds
      Exchange-Traded Funds
      • ETF Ownership
    • Fees and Expenses
    • IRAs
      IRAs
      • IRA Investors
      • The IRA Investor Database™
      • The Role of IRAs in US Households’ Saving for Retirement
    • Money Market Funds
    • Mutual Funds
      Mutual Funds
      • Mutual Fund Ownership
    • Publications
      Publications
      • ICI Research Perspective
    • Investment Company Fact Book
    • 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.

    • 401(k)
    • California Consumer Privacy Law
    • Closed-End Funds
    • 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
  • 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
      • ICI Viewpoints Blog
      • Op-Eds & Letters to the Editors
      • Speeches & Testimony
  • Events
    Events

    Events

    See ICI’s upcoming and past events.

    View all Events

    • ICI Events
  • Sign Up
  • About ICI
  • Related Sites
    • IDC
    • ICIEF
    • Global Affairs
  • Contact
  • Search

Login

Breadcrumb

  1. HOME
  2. RESOURCE FORMATS
  3. FACT SHEET

Fact Sheet Content

Filter Results By
Publication Date
Showing Results 1 - 10 of 97
Image
ici-web-photo-1055947222
Fact Sheet

GROWTH Act - Empower Americans to Invest in Their Future

September 17, 2025
ICI Default BG
Fact Sheet

Tax Treatment Is Key to Retirement Saving Success – Traditional Chinese (pdf)

March 25, 2025
ICI Default BG
Fact Sheet

Portability Is Key to Retirement Saving Success – Traditional Chinese (pdf)

March 25, 2025
ICI Default BG
Fact Sheet

Limited Access Is Key to Retirement Saving Success – Traditional Chinese (pdf)

March 25, 2025
ICI Default BG
Fact Sheet

Investment Choice Is Key to Retirement Savings Success – Traditional Chinese (pdf)

March 25, 2025
ICI Default BG
Fact Sheet

Disclosure Is Key to Retirement Saving Success – Traditional Chinese (pdf)

March 25, 2025
ICI Default BG
Fact Sheet

Contributions Are Key to Retirement Savings Success – Traditional Chinese (pdf)

March 25, 2025
ICI Default BG
Fact Sheet

Encouraging Automatic Enrollment Is Key to Retirement Savings Success – Traditional Chinese (pdf)

March 25, 2025
ICI Default BG
Fact Sheet

Considering the Impact of Rulemaking on Small Funds

March 6, 2025
ICI Default BG
Fact Sheet

Fact Sheet: Ending Unclaimed Property Abuses at the State Level (pdf)

January 14, 2025

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Page 8
  • Page 9
  • …
  • Next page Next
  • Last page Last »
Stay Informed with ICI Daily News
Get the latest insights, policy updates, and industry news.

Subscribe Today

Washington, DC

1401 H Street, NW
Suite 1200
Washington, DC 20005
+1.202.326.5800

Brussels

Rue de la Science Street
1000 Brussels
Belgium
iciglobal@ici.org

London

70 Gracechurch Street
Suite 318, 3rd Floor
London, EC3V 0HR
United Kingdom
+44.0.203.968.8645

IDC Logo
IDC Logo
Copyright © 2025 by the Investment Company Institute
|
ICI Policies
Footer
  • Careers |
  • Contact |