ICI Viewpoints
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...
Three Key Lessons from the 2023 Tax and Accounting Conference
ICI brought together nearly 600 tax and accounting professionals from September 17–20 for the 2023...
How Do ETF and Mutual Fund Investors Differ?
Like the products themselves, exchange-traded fund (ETF) and mutual fund investors share many...
The US Retirement System Is Working
Critics of the current retirement system often claim that Americans have insufficient income in...
Comparing Apples and Pears: EU UCITS and US Mutual Funds
When the European Commission released its proposed EU Retail Investment Strategy (RIS) package, it...
Cross-Border Frictions Within EU Capital Markets Can Drive Up Costs
The EU Retail Investment Strategy (RIS) aims to advance the Capital Markets Union (CMU) and empower...
Cost Benchmarks in the EU’s Retail Investment Strategy Will Stifle Innovation
The recently released EU Retail Investment Strategy (RIS) aims to advance the Capital Markets Union...
First-Mover Advantage: The Theory Is Only as Good as Its Assumptions
In a recent ICI Viewpoints , we promised to briefly revisit some of the concerns we’ve long voiced...
Setting the Record Straight on Dilution, First-Mover Advantage, and Financial Stability Risk
Policymakers are laser-focused on a concept in open-ended funds called dilution, suggesting that it...
What We Learned at the 2023 Leadership Summit
Last week, ICI’s annual Leadership Summit convened some of the most important decisionmakers in...
Do Bears Run Away from Firefighters? This Question and a Few Others We Heard After SEC Chair Gary Gensler Spoke at the ICI Leadership Summit
ICI was honored to host the Chair of the Securities and Exchange Commission, Gary Gensler, at our...
Shareholder Activism Threatens Closed-End Funds and Their Investors
Over the past 80 years, closed-end funds (CEFs) have helped millions of Americans achieve their long...
Top 5 Takeaways from ICI’s 2023 Investment Company Fact Book
ICI is proud to unveil the 63rd edition of the Investment Company Fact Book. The annual publication...
Three Myths and Facts About Bank Deposits, Bank Lending, and Money Market Funds
What’s the issue? Following the difficulties at Silicon Valley Bank (SVB), Signature Bank, and...
Falling Fund Fees Continue to Benefit America’s Investors
Demand for lower-cost investment products, competition among the vast number of available funds, and...
Rhetoric Versus Reality About Open-End and Money Market Funds
Last week, in a major speech given at a time when financial regulators are managing a banking crisis...
What We Learned at the 2023 Investment Management Conference
The 2023 Investment Management Conference (IMC) brought together industry and government leaders to...
ICI Global Kicks Off Brussels Thought Leadership Program
ICI Global is bringing the international voice of the UCITS, ETF, and mutual fund industry to...
Savers Remain Focused on Retirement Goals Through Market Turbulence
US households felt the sting of high inflation in 2022. Sharp increases in consumer prices led to...
Financial Stability Board Should Rethink Its Agenda on Non-Bank Financial Intermediation
Non-bank financial intermediation (NFBI)—encompassing a broad range of capital sources, including...
ICI Global’s Continued Commitment to Asia
Last month, ICI Global was thrilled to host our first major in-person event in Asia since the...
ICI Tech Summit – Top 5 Takeaways
On November 8–9, ICI hosted the 2022 Tech Summit, the first event ICI event celebrating the...
Our European Footprint
ICI Global is the leading community of asset management firms worldwide. Our purpose is to help our...
Introducing the New ICI Global
ICI Global is a community of leading asset management firms with a worldwide presence. We serve...
ISSB: A Strong Foundation for Global Reporting Standards
Like physical architecture, regulatory architecture can vary across different parts of the world to...
IRA Investors Are Concentrated in Lower-Cost Mutual Funds
Individual retirement accounts (IRAs) represent the largest share of assets in the US retirement...