Resources

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News Release

ICI Welcomes the Improving Disclosure for Investors Act

The bipartisan ‘Improving Disclosure for Investors Act’ is an important step forward in modernizing...
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Annual Report

2022 ICI Annual Report to Members (pdf)

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Resource Document

Glossary of Investing Terms

actively managed fund. A fund that employs a portfolio manager or management team to manage the fund...
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Comment Letter

ICI Letter to Treasury and IRS on Inflation Reduction Act and Non-RIC Funds

ICI submitted this letter asking the Treasury Department and the Internal Revenue Service (IRS) to...
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Opinions

SEC Should Abandon its Misguided and Costly Proposal for Fund Names

The risk is that the regulator would invite itself into the management of savings vehicles By Susan...
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Asset

State Tax 2023 Survey 3 - Final Version (pdf)

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State Tax 2023 Survey 4 - Final Version (pdf)

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Asset

State Tax 2023 Survey 2 - Redline Version (Corrections Indicated) (pdf)

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Asset

State Tax 2023 Survey 3 - Redline Version (Corrections Indicated) (pdf)