ICI - Industry Research

Investment Company Fact Book

2013 Investment Company Fact Book (html)
2013 Investment Company Fact Book (pdf) Apr 30, 2013

Read More >>

Fund Governance

Trends in Proxy Voting by Registered Investment Companies, 2007-2009 (pdf) Nov 11, 2010
Proxy Voting by Registered Investment Companies: Promoting the Interests of Fund Shareholders (pdf) Jul 10, 2008
Cost-Benefit Analysis of the Summary Prospectus Proposal (pdf) Feb 28, 2008

Money Market Funds

Money Market Mutual Funds, Risk, and Financial Stability in the Wake of the 2010 Reforms (pdf) Jan 15, 2013
A Bad Idea: Proposed Redemption Freeze for Money Market Funds (pdf) Jul 17, 2012

Fees and Expenses

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2012 (pdf) Jun 12, 2013
Trends in the Expenses and Fees of Mutual Funds, 2012 (pdf) Apr 11, 2013
Trends in the Expenses and Fees of Mutual Funds, 2011 (pdf) Apr 23, 2012

Fund Disclosure

Delivering ERISA Disclosure for Defined Contribution Plans (pdf) Jun 14, 2011
Investor Views on the U.S. Securities and Exchange Commission's Proposed Summary Prospectus (pdf) Mar 17, 2008
Cost-Benefit Analysis of the Summary Prospectus Proposal (pdf) Feb 28, 2008

Other Industry Research

Commodity Markets and Commodity Mutual Funds (pdf) May 9, 2012
401(k) Plans: A 25-Year Retrospective (pdf) Nov 6, 2006
Competition in the Mutual Fund Business (pdf) Jan 17, 2006

Industry and Investor Statistics by State

Delaware: Industry and Investor Statistics by State Apr 1, 2012
Louisiana: Industry and Investor Statistics by State Apr 1, 2012
Alaska: Industry and Investor Statistics by State Apr 1, 2011

Copyright © 2013 by the Investment Company Institute