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Committee Resource

ICI/Nareit Letter to IRS on Form 1099-DIV, Boxes 2e and 2f; 2021 Year-End Reporting Update

News Release

2020 Investor Trends Drive Fixed Income UCITS Ongoing Charges Down, Equity UCITS Hold Steady

Latest Report on EU Funds Shows Ongoing Charges Down Markedly Since 2013, but More Effective Single...

Speech

Keynote Address, 2021 ICI Tax and Accounting Conference

ICI President and CEO Eric J. Pan addresses the tax issues that have recently come to the forefront...

Perspective

Ongoing Charges for UCITS in the European Union, 2020 (pdf)

Comment Letter

Joint Comment Letter on Equivalence and Recognition in Relation to UK CCPs (pdf)

News Release

ICI CEO Statement Opposing Wyden Proposal to Penalize ETF and Mutual Fund Investors

Investment Company Institute President and CEO Eric J. Pan issued the following statement today on...

Perspective

Who Participates in Retirement Plans, 2018 (pdf)

Opinions

Falling Costs, Both Sides of the Pond

Policymakers and commentators are paying more attention than ever to UCITS ongoing charges. This...

Perspective

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Resources

ICI/Nareit Letter to IRS on Form 1099-DIV, Boxes 2e and 2f; 2021 Year-End Reporting Update

2020 Investor Trends Drive Fixed Income UCITS Ongoing Charges Down, Equity UCITS Hold Steady

Keynote Address, 2021 ICI Tax and Accounting Conference

Ongoing Charges for UCITS in the European Union, 2020 (pdf)

Joint Comment Letter on Equivalence and Recognition in Relation to UK CCPs (pdf)

ICI CEO Statement Opposing Wyden Proposal to Penalize ETF and Mutual Fund Investors

Who Participates in Retirement Plans, 2018 (pdf)

Falling Costs, Both Sides of the Pond

Target Date Funds: Evidence Points to Growing Popularity and Appropriate Use by 401(k) Plan Particip...