Resources

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White Paper

Mutual Fund to ETF Conversion: Operational Considerations

Beginning in 2021, there has been a steadily increasing trend of mutual funds converting to ETFs...
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ICI Viewpoints

Financial Policymakers Need to Look at the Facts About the “Growing Threat” of NBFI

August 6, 2024—Central bankers and finance ministries have increasingly equated the size and growth...
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Research

IRA Investors in Mutual Funds Concentrate Their Assets in Lower-Cost Mutual Funds (pdf)

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ICI Viewpoints

A Century of Growth: 100 Years of the Mutual Fund

May 21, 2024—In 1957, the National Association of Investment Companies, predecessor to the...
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ICI Viewpoints

Looking Back on a Century of Innovation

May 10, 2024—As ICI celebrates the 100th anniversary of the mutual fund, we’re all celebrating 100...
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Perspective

What US Households Consider When They Select Mutual Funds, 2023 (pdf)

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ICI Viewpoints

Mutual Funds at 100: An Essential Part of America’s Economic Engine

Mutual funds and other registered investment funds direct trillions of dollars to their highest use...
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ICI Viewpoints

What We Learned at the 2024 Investment Management Conference

March 25, 2024—Set against the backdrop of continued regulatory and legislative uncertainty, the...
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Research

Five Important Points on Mutual Fund Fees and Expenses (pdf)