ICI Viewpoints
Simulating a Crisis
The Bank of England (BoE) recently published a paper detailing results from a simulation intended to...
Practical Use of RPR: Solving Oversight Issues in the Retirement Market
In this post, the second in a series on how to enchance operational efficiency using existing tools...
New ICI Paper Helps Readers Understand ETF Listing Processes and Standards
Exchange-traded funds (ETFs) have been a part of US markets for more than 20 years, and they remain...
DOL Fiduciary Rule Review Is Opportunity for SEC
The following ICI Viewpoints is an op-ed by Paul Schott Stevens that was published in InvestmentNews...
Inside SID: It’s All About the Rules
One of the benefits of mutual funds is that they can be designed to meet the specific needs of...
Americans Trust in Their 401(k) Plans
Defined contribution (DC) plans have long been a key component of Americans’ retirement savings. And...
Funds Actively Seek Companies’ Sound Management
The following ICI Viewpoints is a letter to the Wall Street Journal by Paul Schott Stevens...
Industry Leaders Highlight Opportunities Presented by Industry Change
Shifts in demographics, regulation, investor preferences, and new product offerings are creating a...
Geopolitics and Global Business: What the Future Holds
The challenges of navigating geopolitical developments while operating a global business took center...
A Tech-Enabled Future—and Present—for Investment Advice
The future of investment advice will lie at the intersection of technology and humanity, said...
A 529 Day Primer: Do You Know What State Your College Savings Plans Are In?
You might not know that May 29 is 529 College Savings Day, or even what a Section 529 plan is. But...
Cybersecurity at Work: I Know What You Know!
Part of a series of ICI Viewpoints covering cybersecurity issues. In the previous installment of...
Top Investment Strategists Sound Optimistic Notes amid Headwinds
Opportunities abound in today’s market and macroeconomic environment, and it’s up to fund managers...
Average Expense Ratios for Index ETFs Have Declined
In yesterday’s ICI Viewpoints post, we noted that our annual report on the asset-weighted average...
Average Expense Ratios for Long-Term Mutual Funds Continued to Decrease in 2016
ICI recently released its report on the expense ratios of mutual funds: “Trends in the Expenses and...
Solving for Data Transparency in the Retirement World
First in a series of ICI Viewpoints posts focusing on how to enhance operational efficiency using...
ICI Study: Closed-End Fund Assets Were $262 Billion at Year-End 2016
ICI recently released its annual report on the closed-end fund market, which analyzes data on closed...
Stevens Calls for Measures to Enhance Economic Growth
With America striving to achieve greater economic growth, Paul Schott Stevens, ICI president and CEO...
Jeff Immelt and GE’s Bid to Own the Future
“I just couldn’t explain why we owned NBC.” In only eight words, GE’s Jeff Immelt summed up one of...
Retired General Stanley McChrystal: Service, Connection, and Flexibility
When General Stanley McChrystal took over the Joint Special Operations Command (JSOC) in 2003, he...
2017 Investment Company Fact Book: Letter from the Chief Economist
Have you ever tried to put a jigsaw puzzle together without knowing what the finished work should...
Scratch That: Why Arguments of a Broken Retirement System Are Misguided
What if you were given the task of designing a retirement system from scratch? In a recent paper...
ICI Staff Take Local Students on an “Investing Road Trip”
Among the eighth graders who walked into Junior Achievement’s Finance Park were an aspiring...
Exemptions from Investor Protections Put California Savers at Risk
The following ICI Viewpoints is a letter to the editor by Paul Schott Stevens, president and CEO of...
ICI Study: 55 Million US Households Own Mutual Funds
Gathering and analyzing data about how shareholders purchase and use mutual funds are critical to...
Cybersecurity at Work: Keeping Secure When Away from the Office
Part of a series of ICI Viewpoints covering cybersecurity issues. In the previous installment of...
What's the “Exposure” of Money Market Funds to Europe?
At the American Economic Association (AEA) meetings in Chicago early this month, speakers and...
Mutual Funds and ETFs’ Share of the Corporate Bond Market: What’s the Right Answer?
Participation by mutual funds and exchange-traded funds (ETFs) in US corporate bond markets was a...
Education, Outreach, Advocacy: A Big 2016 for IDC and Fund Independent Directors
The Independent Directors Council (IDC) just wrapped up another year of vigorous support for the...
For “401(k) Pioneers,” No Reason for Regrets
The following ICI Viewpoints is a letter to the Wall Street Journal by Paul Schott Stevens...