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News Release

ICI Statement on the Passing of Former ICI Chair George Bissell

October 26, 2023—ICI President and CEO Eric Pan released the following statement on the passing of...

One Pager

SEC Proposal Would Overhaul a System That Works for Investors (pdf)

Perspective

Changes in 401(k) Plan Asset Allocation Among Consistent Participants, 2016–2020 (pdf)

ICI Viewpoints

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...

Comment Letter

ICI Comment Letter to IRS on New Roth Catch-Up Requirement Under SECURE 2.0 Act

On October 24, 2023, ICI submitted the attached comment letter to IRS and Treasury in response to...

Perspective

Ongoing Charges for UCITS in the European Union, 2022 (pdf)

Perspective

Supplemental Tables: Ongoing Charges for UCITS in the European Union, 2022 (xlsx)

News Release

Average UCITS Ongoing Charges Continue Downward Trend

October 19, 2023—UCITS investors continue to benefit from lower ongoing charges, according to an...

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Resources

ICI Statement on the Passing of Former ICI Chair George Bissell

SEC Proposal Would Overhaul a System That Works for Investors (pdf)

Changes in 401(k) Plan Asset Allocation Among Consistent Participants, 2016–2020 (pdf)

Proxy Advisory Firms—Killing Closed-End Funds Softly with Their Policies

ICI Comment Letter to IRS on New Roth Catch-Up Requirement Under SECURE 2.0 Act

Ongoing Charges for UCITS in the European Union, 2022 (pdf)

Supplemental Tables: Ongoing Charges for UCITS in the European Union, 2022 (xlsx)

Average UCITS Ongoing Charges Continue Downward Trend

Talent Connection: Learn About Legal and Compliance Career Opportunities in the Asset Management Ind...