Explainer Video Content

ICI Explains US Mutual Fund Expense Ratios: A Steady, Substantial Decline ICI Research has been tracking US mutual fund expense ratios since 1996, and they’ve been steadily declining ever since. This video looks broadly at the latest data across major types of US mutual funds and the...

ICI Explains Jump In for Mutual Fun Mutual funds are investment pools, in which a professional manager invests a pool of money on behalf of many investors. Why have 100 million investors in the United States jumped into these pools? Professional management, diversification, cost...

ICI Explains How to Protect Yourself from Account Takeover Schemes All investors, including mutual fund shareholders, are potential targets for financial fraud. Watch this video to learn more about protecting your account. Transcript Financial fraud is an age-old problem that...

A Message from ICI President and CEO Eric J. Pan Eric J. Pan, the Investment Company Institute’s new president and CEO, shares some of his top priorities for 2021. In a year of unique challenges and opportunities, ICI is engaged in work on financial stability after the COVID-19 market...

ICI Explains Mutual Fund Investors Are Steadfast Investors in long-term mutual funds have never been quick to redeem their holdings, even in periods of market stress, according to an ICI analysis of the past 80 years. This continued to be true in March 2020 during the COVID-19 market...

ICI Explains An ESG Roadmap With the growing number of choices in environmental, social, and governance (ESG) investments, ICI has developed a terminology guide to help investors understand the ESG investing options that mutual funds provide. Funds can incorporate ESG into their...

IDC: Supporting the Fund Director Community The Independent Directors Council, or IDC, is the leading organization supporting the fund director community. Learn more about its four-part mission and how IDC supports the independent directors and trustees who serve fund shareholders on...

ICI Explains UCITS Fund Investors Continue to Pay Less Investors in UCITS funds have enjoyed a broad array of benefits since the first UCITS Directive was adopted in 1985. In addition to professional management, robust oversight, diverse options, and access to global markets, ICI...

ICI Explains When Will My 401(k) Balance Get Back on Track Again? As the COVID-19 pandemic hit financial markets in the first quarter of 2020, many of America’s 401(k) savers are asking: when will my balance get back on track again? To answer this question, the following video...

ICI Policy Video The Trouble with Financial Transaction Taxes A financial transaction tax (FTT) is a tax on the sale and/or purchase of a security. Although supporters say this type of tax is small, ICI research shows otherwise. This short video looks at how an FTT would affect...