News Release
Average UCITS Ongoing Charges Continue Downward Trend
October 19, 2023—UCITS investors continue to benefit from lower ongoing charges, according to an...
Perspective
Supplemental Tables: Ongoing Charges for UCITS in the European Union, 2022 (xlsx)
Research
IRA Mutual Fund Investors Reap the Benefits of Declining Fund Expense Ratios (pdf)
Perspective
The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2022 (pdf)
Perspective
Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2022 (xl...
ICI Viewpoints
Comparing Apples and Pears: EU UCITS and US Mutual Funds
When the European Commission released its proposed EU Retail Investment Strategy (RIS) package, it...
ICI Viewpoints
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...