A Proposal that Should Be Popped
The following ICI Viewpoints is a letter to the editor by Paul Schott Stevens, president and CEO of...
The Taper Tantrum—Take II
Long-term interest rates in the United States have been on the rise since summer 2016—slowly...
Investor Protection Priorities for the New Year
The following ICI Viewpoints is adapted from a presentation that ICI General Counsel David Blass...
Fund Fees Have Been Falling for Two Decades
The following ICI Viewpoints is a letter to the editor by Paul Schott Stevens, president and CEO of...
Money Market Fund Reforms Combine with Bank Regulations to Boost Interest Rates
As detailed in the previous ICI Viewpoints in this series, the Securities and Exchange Commission’s...
As Money Market Fund Investors Adjust, Funds Have Managed Flows
The Securities and Exchange Commission’s new rules for money market funds, which must be fully...
For Money Market Funds, Massive Preparation Has Paid Off in Smooth Transition
First in a series on money market funds. By October 14, the money market fund industry must fully...
US T+2 Is Coming—and Bringing Many Benefits with It
On September 5, 2017, equities, municipal and corporate bonds, and unit investment trusts will...
Revised Fed Data Show Mutual Funds’ Share of Corporate Bond Market Is Small and Stable
Discussions among regulators and the financial press about the role of bond mutual funds in...
Cybersecurity at Work: The Risks of Information Sharing
In the last installment of this series, we wrote about the importance of information sharing. Though...
Ten Years After the PPA, the Path to Retirement Saving Is Easier
Ten years ago, on August 17, 2006, President George W. Bush signed the Pension Protection Act (PPA)...
Secure Choice Is Risky for Workers and for the State
Millions of Americans save for retirement using employer-sponsored plans that offer tax advantages...
Matching Models to Reality: Bond Market Investors Don’t Follow the “First-Mover” Script
Fourth in a series of ICI Viewpoints testing the hypotheses of academics and regulators about mutual...
Matching Models to Reality: In a Falling Market, the Real “Movers” May Be...the Buyers
Third in a series of ICI Viewpoints testing the hypotheses of academics and regulators about mutual...
Matching Models to Reality: The Real-World Challenges to Regulators’ “First-Mover” Hypothesis
Commentators have long predicted that, one of these days, a market downturn will send U.S. mutual...
Matching Models to Reality: Doomsayers Are Disappointed—Again—as Funds Weather Brexit Shock
On Thursday, June 23, the electorate of the United Kingdom voted in a referendum on the country’s...
Building on the Success of the Private-Sector Retirement System Is the Real “Secure Choice”
Retirement assets in the United States totaled $24 trillion at the end of 2015, bolstered by...
It’s Time: SEC Proposals Show the Need to Reexamine the Role of Fund Boards
The proper role for fund independent directors—the role where they are best-positioned to represent...
The Liquidity Provided by ETFs Is No Mirage
The article above ignores fundamental information about ETFs, the behavior of investors, and the...
Cybersecurity at Work: The Benefits of Information Sharing Networks
In the last installment of this blog series, we wrote about the need for training—specifically...
When Investor Protection Becomes Protectionism
Today, Europe is facing two related needs: to provide its citizens with efficient, lower-cost...
Industry Operations Leaders Address Needs of Investors and Advisers
In conversations exploring regulation, demographics, and technology, industry leaders offered their...
Industry Leaders Address Changing Industry Terrain
Will fund industry leaders need to rethink their traditional operating models? Experts shared their...
Conducting Business in a Rapidly Changing World
The global operating environment is evolving and it is critical for corporations to understand the...
A Changing Landscape for the Fund Industry—and Fund Investors
Continue to expect change in the investment landscape, with the Federal Reserve, the Millennial...
Ops Leaders Extol the Transformational Power of Data and Analytics
The evolution of fund companies’ ability to gather and analyze data is creating a revolution in the...
The SEC’s Historic Success: Six Key Ingredients
This ICI Viewpoints is adapted from ICI President and CEO Paul Schott Stevens’s introduction for SEC...
SEC Chair White Expects Continued ‘Bright Spotlight’ on Asset Management
The U.S. Securities and Exchange Commission (SEC) is contemplating several new initiatives governing...
Walter Isaacson: Where Art Meets Science
Our world’s greatest innovations, according to Walter Isaacson, can be traced to “people who truly...
GMM Policy Forum: Michael Bloomberg and the Focus on Value
Businesses and people can both prosper if they focus on providing a service that is unique and that...