ICI Viewpoints
For Good Cybersecurity, Keep Your Eye on the Basics, Says Fidelity’s Chad Renfro
The computer breaches and hacks that make headlines are typically massive and complicated, and this...
Asset Management Leaders Talk Shop on Markets and Trends—and the Industry’s Gender Divide
A panel of four leading women in asset management took the stage at ICI's 60th annual General...
Popular 529 Savings Plans Expand to Reach Students of All Ages
Today, on May 29—"5/29"—we mark 529 College Savings Day. Many people interested in saving for a...
SEC Commissioner Michael Piwowar: A Commitment to Markets, Shareholders...and Facts
SEC Commissioner Michael Piwowar responded with candor to questions posed by ICI President and CEO...
Jon Meacham’s Leadership Prescription: Curiosity, Humility, and Empathy
A lunchtime crowd of nearly 1,500 at ICI's 60th annual General Membership Meeting sat rapt as...
The Carlyle Group’s David M. Rubenstein: Expanding Horizons, Doing What He Loves
"It's the rate of return. Everything is the rate of return," said David M. Rubenstein, cofounder and...
Morgan Stanley’s James Gorman Builds Pride from the Inside Out
A mental model that James Gorman uses in his role as chairman and CEO of Morgan Stanley involves...
2018 Investment Company Fact Book: Letter from the Chief Economist
Those of us who wear glasses know that one of the most crucial elements in seeing the world is the...
A More Accurate Evaluation of Retirement Plan Participation
What's the actual participation rate of Americans preparing for retirement through a workplace...
Invest in Your Future Through an IRA
Nearly 44 million US households invest and save for their future through individual retirement...
Americans: In Defined Contribution We Trust
Millions of Americans personally direct their retirement investments in defined contribution (DC)...
Fund Investors Will “Run”? Sorry, Charlie Brown
For decades, Charles Schulz kept us in suspense: surely this time, Lucy would let Charlie Brown kick...
Pointing Fingers at Index Funds Won’t Explain Market Volatility
With all the recent volatility in the US stock market, two questions are frequently being asked: Are...
Education, Outreach, Advocacy: A Big 2017 for IDC and Fund Independent Directors
The following appeared as the "Letter from the Managing Director" in IDC's 2017 Annual Review. If...
Americans Rely on Stocks to Meet Their Financial Goals as Much as Ever
The following ICI Viewpoints is a letter to the Wall Street Journal by Sean Collins, ICI chief...
States Are Abusing Abandoned-Property Funds to Plug Budget Shortfalls
Imagine finding out that your investment account has been turned over to your state because it was...
Independent Directors' Stringent Oversight Contributes to Decline in Fund Fees
The following ICI Viewpoints is a letter to the New York Times by Amy B. R. Lancellotta, managing...
Let’s Give the US Retirement System the Credit It Deserves
The Washington Post’s latest article on the future of retirement security (“‘I Hope I Can Quit...
More People Are Building Nest Eggs with Their IRAs
Individual retirement account (IRA) owners are good stewards of their money. They take a thoughtful...
Congress Must Spike “FIFO” for All Investors
As the House and Senate reconcile their differing versions of tax reform, one provision from the...
A Way Forward on Modernizing Fund Director Responsibilities
In recent years, the workload for boards of US regulated funds has grown heavier and more complex...
2017 Annual Report to Members: A Message from the Chairman
This letter by ICI Chairman Ted Truscott was released in our 2017 Annual Report to Members. Every...
Let’s Make Disclosure Reform Serve Shareholders
The October 12 meeting of the Investor Advisory Committee (IAC)—a group established by the Dodd...
Autumn Air, Playoff Baseball, and…National Retirement Security Week
The baseball postseason is well underway and the air has finally turned crisp. Perhaps that’s why—as...
Applying Evidence to Theories on Regulated Funds
Late last month, the Financial Stability Oversight Council (FSOC) voted to rescind its designation...
In Reality, Data Tell a Different Story of Old Age in America
“The New Reality of Old Age in America” (September 30) portrays economic security in retirement by...
Cybersecurity at Work: To Confront Evolving Threats, Flexibility Is Key
In the previous installment of this series, I examined a few ways to think about the cyberthreats...
It’s National 401(k) Day!
ICI is marking National 401(k) Day by spotlighting the strengths of 401(k) plans and their role in...
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...