News and Resources
News Releases
News Release
ICI Statement on SEC Reporting of Securities Loans and Short Sale Disclosure Rulemaking
October 13, 2023—ICI General Counsel Susan Olson released the following statement regarding the...
News Release
ICI Statement on CFTC Proposed Rule on Margin Requirements for Uncleared Swaps
October 12, 2023—ICI Deputy General Counsel for Markets, SMAs & CITs Sarah Bessin released the...
News Release
ICI: SEC’s Conflicts Proposal Would Roll Back the Clock on Technological Advances That Benefit Main ...
October 11, 2023—ICI President and CEO Eric Pan released the following statement regarding the...
ICI Viewpoints
T+1: The Next Step for Evolving Markets Globally
October 9, 2023—As financial services firms around the world institute processes and procedures to...
How Do ETF and Mutual Fund Investors Differ?
Like the products themselves, exchange-traded fund (ETF) and mutual fund investors share many...
Leading the Way to T+1
Shortening the settlement cycle will mitigate risk and maximize investment opportunities—all for the...
2023 ICI Annual Report to Members
Bringing the perspective of funds, their shareholders, directors, and advisers to regulators and policymakers around the world.
The 2023 Investment Company Fact Book Is Here!
The latest edition of ICI’s flagship publication shares a wealth of research and data on trends in the investment company industry.
Speeches and Commentaries
IDC Governing Council Chair’s Remarks, 2022 IDC Fund Directors Conference
IDC Governing Council Chair’s Remarks 2022 IDC Fund Directors Conference Cynthia Plouché Chair...
Managing Director’s Opening Remarks, 2022 IDC Fund Directors Conference
Managing Director’s Opening Remarks 2022 IDC Fund Directors Conference Thomas T. Kim Managing...
An Era of Leadership
This is the dawn of a new era. It’s an era of change – for the industry, the economy, and society as...
Videos and Podcasts
Podcast
Saving for Retirement During Tough Times with Sarah Holden on the Main St. Finance Podcast
In conversation with Alex from Main St. Finance, ICI Senior Director of Retirement and Investor...
Video
ICI President and CEO Eric J. Pan Speaks About ESG on CNBC’s “Power Lunch”
ICI President and CEO Eric J. Pan speaks with CNBC’s “Power Lunch” on climate risk disclosure and...
FAQs
FAQ
Closed-End Funds and Their Use of Leverage: FAQs
This document contains FAQs about closed-end funds, including information related to failed auctions...
FAQ
ETFs and Retail Investors: FAQs
Frequently Asked Questions About ETFs and Retail Investors Why do investors use ETFs? What factors...
FAQ
How ETFs Compare with Other Investments: FAQs
Frequently Asked Questions About How ETFs Compare with Other Investments How are ETFs similar to...