www.ici.org Open in urlscan Pro
52.86.104.171  Public Scan

Form analysis
0 forms found in the DOM

Text Content

Skip to main content


UTILITY

 * IDC
 * ICIEF


USER ACCOUNT MENU

 * Search
 * Log in
 * About ICI
   * Mission
   * Board and Leadership
   * ICI Experts
   * Members
   * Subscribers
   * Careers
   * Contact Us


MAIN NAVIGATION

 * Policy Priorities
   * Column
     BY TOPIC
      * Comment Letters
      * Fund Governance
      * Fund Regulation
      * Retirement Security
      * Taxes
      * Testimony
      * Trading and Markets
     
     View all
 * Research
   * COLUMN
     BY TOPIC
      * Industry Research
      * Investor Research
      * Retirement Research
      * Statistics
      * Research Publications
     
     View all
 * Fund Operations
   * COLUMN
     BY TOPIC
      * Accounting and Valuation
      * Distribution and Settlement
      * Servicing and Recordkeeping
      * Portfolio Security Operations
      * Technology, Cyber, and BCP
      * Related Resource Centers
      * Related Committees
     
     View all
 * News and Resources
   * COLUMN
     BY FORMAT
      * News Releases
      * ICI Viewpoints
      * Publications
      * Speeches and Commentaries
      * Videos and Podcasts
      * Resource Centers
      * FAQs
     
     View all
 * Events
   * COLUMN
     BY TYPE
      * ICI and ICI Global Events
      * IDC Events
      * Past Event Highlights
      * Talent Connection
     
     View all
 * ICI Global
   * COLUMN
     BY TYPE
      * Policy Priorities
      * Research and Publications
      * News and Resources
      * Events
      * About
     
     View all

Menu



USER ACCOUNT MENU

 * Search
 * Log in
 * About ICI
   * Mission
   * Board and Leadership
   * ICI Experts
   * Members
   * Subscribers
   * Careers
   * Contact Us

Menu


MAIN NAVIGATION

 * Policy Priorities
   * Back
   * Policy Priorities
   * Column
     BY TOPIC
      * Comment Letters
      * Fund Governance
      * Fund Regulation
      * Retirement Security
      * Taxes
      * Testimony
      * Trading and Markets
     
     View all
 * Research
   * Back
   * Research
   * COLUMN
     BY TOPIC
      * Industry Research
      * Investor Research
      * Retirement Research
      * Statistics
      * Research Publications
     
     View all
 * Fund Operations
   * Back
   * Fund Operations
   * COLUMN
     BY TOPIC
      * Accounting and Valuation
      * Distribution and Settlement
      * Servicing and Recordkeeping
      * Portfolio Security Operations
      * Technology, Cyber, and BCP
      * Related Resource Centers
      * Related Committees
     
     View all
 * News and Resources
   * Back
   * News and Resources
   * COLUMN
     BY FORMAT
      * News Releases
      * ICI Viewpoints
      * Publications
      * Speeches and Commentaries
      * Videos and Podcasts
      * Resource Centers
      * FAQs
     
     View all
 * Events
   * Back
   * Events
   * COLUMN
     BY TYPE
      * ICI and ICI Global Events
      * IDC Events
      * Past Event Highlights
      * Talent Connection
     
     View all
 * ICI Global
   * Back
   * ICI Global
   * COLUMN
     BY TYPE
      * Policy Priorities
      * Research and Publications
      * News and Resources
      * Events
      * About
     
     View all


UTILITY

 * IDC
 * ICIEF


USER ACCOUNT MENU

 * Search
 * Log in
 * About ICI
   * Mission
   * Board and Leadership
   * ICI Experts
   * Members
   * Subscribers
   * Careers
   * Contact Us




ICI’S 2023 INVESTMENT COMPANY FACT BOOK

Take a look at the top industry findings from the ICI Research team’s 2023 Fact
Book.

Read More
Research
Statistics
Government Affairs
ICI Global


SHAREHOLDER ACTIVISM THREATENS CLOSED-END FUNDS AND THEIR INVESTORS

Through prudent action, policymakers can save CEFs from an existential threat
and preserve these funds for the millions of Americans who depend on them.

Read More


LATEST NEWS AND VIEWS

More
ICI Viewpoints


COST BENCHMARKS IN THE EU’S RETAIL INVESTMENT STRATEGY WILL STIFLE INNOVATION

The recently released EU Retail Investment Strategy (RIS) aims to advance the
Capital Markets Union...
More
More
ICI Viewpoints


FIRST-MOVER ADVANTAGE: THE THEORY IS ONLY AS GOOD AS ITS ASSUMPTIONS

In a recent ICI Viewpoints, we promised to briefly revisit some of the concerns
we’ve long voiced...
More
More
ICI Viewpoints


SETTING THE RECORD STRAIGHT ON DILUTION, FIRST-MOVER ADVANTAGE, AND FINANCIAL
STABILITY RISK

Policymakers are laser-focused on a concept in open-ended funds called dilution,
suggesting that it...
More


TOP 5 TAKEAWAYS FROM ICI’S 2023 FACT BOOK

Check out the top takeaways from this year’s Investment Company Fact Book.

Read More
Statistics


WEEKLY ESTIMATED ETF NET ISSUANCE

The estimated value of all exchange-traded fund (ETF) shares issued exceeded
that of shares redeemed by $6.54 billion for the week ended May 31, 2023.


TRENDS IN MUTUAL FUND INVESTING

The combined assets of the nation’s mutual funds increased by $140.90 billion,
or 0.6 percent, to $23.55 trillion in April.


MONTHLY ETF ASSETS AND NET ISSUANCE

The combined assets of the nation’s exchange-traded funds (ETFs) were $6.96
trillion in April.


QUARTERLY RETIREMENT MARKET DATA

Total US retirement assets were $33.6 trillion as of December 31, 2022, up 3.9
percent from September but down 14.7 percent for the year. Retirement assets
accounted for 30 percent of all household financial assets in the United States
at the end of December 2022.

View all
Videos


HOW TO PROTECT YOURSELF FROM ACCOUNT TAKEOVER SCHEMES

All investors, including mutual fund shareholders, are potential targets for
financial fraud. Watch this video to learn more about protecting your account.


JUMP IN FOR MUTUAL FUN

Mutual funds are investment pools, in which a professional manager invests a
pool of money on behalf of many investors. Learn why 100 million investors in
the United States have jumped into these pools. 


WHY DO INVESTORS LIKE MONEY MARKET FUNDS?

Investors choose money market funds as a cash management tool for the many
benefits they offer. This video explains what money market funds are and why
investors find them useful.

View all


ICI GLOBAL STATEMENT ON EU RETAIL INVESTMENT STRATEGY

Head of ICI Global Michael Pedroni’s statement regarding the European
Commission’s proposed Retail Investment Strategy.

Read More


ABOUT ICI

The Investment Company Institute (ICI) is the leading association representing
regulated investment funds. ICI’s mission is to strengthen the foundation of the
asset management industry for the ultimate benefit of the long-term individual
investor. Its members include mutual funds, exchange-traded funds (ETFs),
closed-end funds, and unit investment trusts (UITs) in the United States, and
UCITS and similar funds offered to investors in Europe, Asia, and other
jurisdictions.

Explore ICI's core mission

          

          Read more in this year's Annual Report.


RECEIVE THE NEW “ICI DAILY NEWS”

Sign up here

 

 



 

 



 

 



 


FOOTER MENU

 * General
   * About ICI
   * About ICI Global
   * About IDC
   * About ICIEF
 * Helpful Links
   * Privacy and Cookie Policy
   * Apply for User Account
   * COVID-19 Report
   * Contact Us
 * ICI Resources
   * Comment Letters
   * ICI Viewpoints
   * ICI Fact Book
   * Resource Centers
 * MEMBER RESOURCES
   * Business Continuity

Copyright © 2023 by the Investment Company Institute


PRIVACY

 * Privacy and Cookie Policy


SOCIAL

 * Facebook
 * LinkedIn
 * Twitter
 * YouTube