ICI Viewpoints
ICI’s Response to “Money Market Fund Reform Options”
We’ve just filed a comment letter with the Securities and Exchange Commission addressing the reform...
New Law Will Make Funds More Efficient and Reduce Need for Amended Tax Returns
ICI President and CEO Paul Schott Stevens made the following statement upon the enactment of H.R...
ICI Supports House Vote on Bill to Update Mutual Fund Tax Laws
ICI President and CEO Paul Schott Stevens made the following statement about recent U.S. House of...
Enactment of Tax Bill Extending Current Tax Rates on Investments Comes at Critical Time and Brings Certainty
ICI President and CEO Paul Schott Stevens today issued the following statement on enactment of a tax...
Proposed SEC Whistleblower Program Could Backfire
Today we filed a comment letter on the Securities and Exchange Commission’s proposed new...
ICI Applauds Senate Approval of Bill to Modernize Mutual Fund Tax Laws
ICI President and CEO Paul Schott Stevens made the following statement about recent U.S. Senate...
Fund Investors, Economy Will Benefit From Certainty and Lower Tax Rates on Investments
ICI President and CEO Paul Schott Stevens today issued the following statement on the tax...
Equity Market Issues: Our Industry Must Be Challenged, Too
ICI is hosting its annual Equity Markets Conference in New York City today. To get the conference...
ICI and IDC Oppose SEC’s One-Size-Fits-All Approach to Proxy Access
ICI and the Independent Directors Council (IDC) have filed a friends-of-the-court brief with the U.S...
SEC Considerably Understates Costs of Rule 12b-1 Reform Proposal
Following up on our November comment letter to the Securities Exchange Commission, ICI conducted and...
New ICI Report Shows the Key Role IRAs Play in U.S. Retirement Saving
Americans are accumulating significant resources in individual retirement accounts (IRAs) largely...
Candor, Compromise, and Equity Must Guide Policymakers as They Meet Challenges of Aging Societies
In London today, at a hearing room of the House of Commons, I addressed The Henry Jackson Society, a...
EBRI/ICI: Average 401(k) Account Balance Among Consistent Participants Rose Nearly 32 Percent in 2009
The average 401(k) retirement account rose 31.9 percent in 2009, according to a report released...
New ICI Study Finds Private-Sector Retirement Plans Play Increasingly Important Role Across All Incomes
Data in a new ICI study show that across all income groups, private-sector retirement income is more...
ICI Warns Against “Piecemeal” Approach to Municipal Securities Disclosure
The Institute filed a comment letter today with the Securities and Exchange Commission on its...
U.S. Retirement Success Can Aid in EU Pension Modernization
Understanding the successes of the U.S. retirement savings framework can aid European regulators as...
Kauffman Foundation Paper Makes Accusations That Are Not Plausible
A November 2010 paper on U.S. capital markets from the Kauffman Foundation shows a fundamental...
ICI Research Shows How Funds Have Addressed Changing Mix of Proxy Proposals
New ICI research on trends in proxy voting by mutual funds finds that the 2007–2009 financial crisis...
12b-1 Proposal Misses the Mark
Today, ICI filed its comment letter on the Securities and Exchange Commission’s proposal to replace...
Companies Should Be Designated as “Systemically Significant” Only in Limited Circumstances
The newly-created Financial Stability Oversight Council (FSOC) has been tasked with determining...