ICI Responds to the FSB Consultation on Systemic Risk and Investment Funds
In early January, the Financial Stability Board (FSB)—an international group of financial...
ICI Response to Bank of England Haldane Speech on Asset Management and Potential Risk
Today, ICI President and CEO Paul Schott Stevens made the following comment in response to a speech...
U.S. Prime Money Market Funds and European Borrowing
European holdings by U.S. prime money market funds have fluctuated significantly since early 2011.
Why Asset Management Is Not a Source of Systemic Risk
This Viewpoints post is a summary of a speech given by ICI President and CEO Paul Schott Stevens at...
ETFs Don’t Move the Market—Information Does
There they go again. After last week’s turmoil in the bond market, some commentators sought to link...
Washington: Put Your (Retirement) Money Where Your Mouth Is
When President Obama announced a new effort to expand access to retirement savings opportunities...
A Growing Urgency: FATCA Agreements in the Asia-Pacific Region
Questions are swirling as the 1 July 2014 effective date for the US Foreign Account Tax Compliance...
Money Market Funds and Liquidity Ratios: Why So High and Stable?
Second in a series of posts about ICI’s new data release, a monthly compilation and summary of...
Creating a Globally Workable Compliance Framework for Financial Account Tax Information
By developing a global standard for collecting customer information from financial institutions and...
Updated FICCA Framework Makes Auditing Omnibus Accounts Easier, More Efficient
Many financial intermediaries—such as broker-dealers, financial advisers, and retirement plan...
ICI’s New Data Release: Further Enhancing the Transparency of Money Market Funds
The 2010 reforms to money market mutual funds greatly enhanced the transparency of these funds...
Column Makes the Same Mistakes as OFR
In recent months, both the U.S. Treasury Department's Office of Financial Research (OFR) and...
The Status of Global Retirement Savings: Taking Stock, Moving Forward
Around the world, as systems for building retirement resources come under increasing pressure...
America’s Retirement System Is Strong
One year ago, ICI released its landmark study, The Success of the U.S. Retirement System, a...
ICI’s Guide to Avoiding a Common 401(k) Tax Trap
A tax trap for retirement savings is catching many smart people unaware. If allowed to go unchecked...
‘Sponsor Support’ for Money Market Funds Is Old—and Overblown—News
A story in the October 21 issue of the Financial Times (“Almost 20 money market funds bailed out”...
Money Market Funds and the Debt Ceiling: What Do We Know?
As the U.S. Treasury reaches the limits of its borrowing authority this week, markets and the media...
Yes, DC Follies Hurt Retirement Savers—But Let’s Not Overstate
“Debt ceiling follies” certainly do put retirement savers and their assets at risk. On that, ICI...
Revenue Estimates of Restricting Tax Deferral: It Ain’t Necessarily So
Fifth in a series of posts about retirement plans and the policy proposals surrounding them. In...
Tax Reforms Should Not Favor DB Plans over DC Plans
Fourth in a series of posts about retirement plans and the policy proposals surrounding them. In The...
A ‘Modest’ Proposal That Isn’t: Limiting the Up-Front Benefits of Retirement Contributions
Third in a series of posts about retirement plans and the policy proposals surrounding them. In two...
Getting the Facts Right on Money Market Funds
This week, I testified before Congress at a hearing on the issue of money market funds and recent...
Marginal Tax Rates and the Benefits of Tax Deferral
Second in a series of posts about retirement plans and the policy proposals surrounding them. In a...
Retirement Plan Contributions Are Tax-Deferred—Not Tax-Free
First in a series of posts about retirement plans and the policy proposals surrounding them. In...
A Step in the Right Direction on FTTs
In a noteworthy development for anyone following the debate around financial transaction taxes (FTTs...
CAP Claims About the 401(k) System Are Misguided
The concerns of the Center for American Progress about the 401(k) system (covered August 20 in “A...
ICI Responds to CFTC’s Adoption of Harmonization Rules
ICI issued the following statement about the Commodity Futures Trading Commission’s (CFTC) adoption...
Get a Closer Look at Closed-End Funds
ICI has recently updated several of its key closed-end funds resources.
Check the Facts: Funds Engage Actively on Corporate Governance
ICI president and CEO Paul Schott Stevens recently sent the following letter to the New York Times...
Key Points to Remember on Fund Fees
Over the past two decades, investors have paid less and less to own shares of mutual funds.