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    Issues & Advocacy

    Stay informed of the policy priorities ICI champions on behalf of individual investors and the asset management industry.

    • Key Policies
      Key Policies
      • Ensuring Tax Fairness and Financial Security
      • Establishing Certainty in Financial Regulations
      • Expanding Access to Private Markets
      • Modernizing Disclosure for a Digital World
      • Retirement Fairness for Educators and Nonprofit Employees
      • Standing Up for Main Street Investors and Retirement Savers
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        • Quarterly Worldwide Regulated Open-End Fund Market
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        • Weekly Estimated Long-Term Mutual Fund Flows
        • Weekly Money Market Fund Assets
        • Monthly Money Market Fund Portfolio Data
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        • Monthly Mutual Fund Complex Assets
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  • Issues & Advocacy

    Issues & Advocacy

    Stay informed of the policy priorities ICI champions on behalf of individual investors and the asset management industry.

    • Key Policies
      • Ensuring Tax Fairness and Financial Security
      • Establishing Certainty in Financial Regulations
      • Expanding Access to Private Markets
      • Modernizing Disclosure for a Digital World
      • Retirement Fairness for Educators and Nonprofit Employees
      • Standing Up for Main Street Investors and Retirement Savers
    • Comment Letters
    • Amicus Briefs
    Latest Comment Letters:
    ICI Default BG
    Comment Letter

    ICI Letter on Proposed Amendments to FINRA Rule 2210

    March 18, 2026
    ICI Default BG
    Comment Letter

    ICI Response to the SEC's Small Entity Definitions Proposal

    March 13, 2026
    ICI Default BG
    Comment Letter

    ICI Response to the Australian Treasury's Consultation on Sustainable Investment Product Labelling Regime

    March 13, 2026
  • Research

    Research

    Explore research from ICI’s experts on industry-related developments, trends, and policy issues.

    View all Research

    • Statistics
      • All Statistics
      • Combined ETF and Mutual Funds
        • Weekly Combined Estimated ETF and Long-Term Flows
        • Monthly Active and Index Data
        • Monthly ESG Investing Data
        • Quarterly Worldwide Regulated Open-End Fund Market
      • Mutual Funds
        • Weekly Estimated Long-Term Mutual Fund Flows
        • Weekly Money Market Fund Assets
        • Monthly Money Market Fund Portfolio Data
        • Monthly Trends in Mutual Fund Investing
        • Monthly Mutual Fund Complex Assets
        • Quarterly Long-Term Mutual Fund Asset Composition
        • Quarterly Mutual Fund Assets in Retirement Accounts
        • Quarterly Mutual Fund Distributions
        • Annual Institutional Mutual Fund Shareholder Data
      • Exchange Traded Funds
        • Weekly Estimated ETF Net Issuance
        • Monthly Exchange-Traded Fund Data
      • Closed-End Funds
        • Quarterly Closed-End Fund Assets
      • UITs
        • Monthly Unit Investment Trust Deposits
      • More Statistics
        • 529 Plan Program Statistics
        • Quarterly Retirement Market Data
    • Investment Company Fact Book
    • Closed-End Funds
    • Defined Contribution Plans
      • 401(k)s
        • Employee Benefit Research Institute (EBRI) /ICI 401(k) Database
        • The ICI/ISS Defined Contribution Plan Profile
        • 401(k) Plan Services, Fees, and Expenses
      • Defined Contribution Plan Investors
      • Defined Contribution Plan Participant Activities
      • Households' Views on Retirement Savings
      • Income from Retirement Plans
      • Retirement Plan Coverage and Participation
    • Exchange-Traded Funds
      • ETF Owning Households
    • Fees and Expenses
    • IRAs
      • IRA Investors
      • The IRA Investor Database™
      • The Role of IRAs in US Households’ Saving for Retirement
    • Money Market Funds
    • Mutual Funds
      • Mutual Fund Ownership
    • Publications
      • ICI Research Perspective
    • Global
      • Global Industry Research
    Featured Publication
    Image
    ici-web-photo-2231144916.jpg
    Publication

    A Close Look at Exchange-Traded Funds and Their Investors (pdf)

    October 1, 2025
    Latest Research
    The European Union flag outside of a building
    Paper

    Market Integration & Supervision Package: Asset Management

    April 14, 2026
    The UK and EU flag side by side
    ICI Viewpoints

    Open Markets or Closed Doors: Europe’s Securitisation Choice

    April 10, 2026
    ICI Default BG
    Perspective

    Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2023 (xlsx)

    April 9, 2026
  • Resource Hubs

    Resource Hubs

     Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.

    View all Resource Hubs

    • 401(k)
    • California Consumer Privacy Law
    • Closed-End Funds
    • Collective Investment Trusts
    • Commodity Investments
    • Common Ownership
    • Cybersecurity
    • Disclosure
    • DOL Fiduciary Duty Rule
    • ESG
    • Exchange-Traded Funds
    • Financial Services Regulatory
    • Financial Transaction Tax
    • Fraud Prevention
    • Global Retirement
    • Individual Retirement Account
    • Innovation
    • Liquidity Risk Management Program Rule
    • Money Market Fund
    • Processing Fees
    • Proxy Voting
    • Shortened Settlement Cycle
    • Target Retirement Date Funds
    • Treasury Clearing
  • News & Opinions

    News & Opinions

    Read ICI’s latest publications, press releases, statements, and blog posts.

    View all News and Opinions

    • News Releases
    • Opinions
      • ICI Viewpoints Blog
      • Op-Eds & Letters to the Editors
    Latest News:
    ICI Default BG
    News Release

    ICI Statement on the EU Market Integration and Supervision Package (MISP)

    April 14, 2026
    The UK and EU flag side by side
    ICI Viewpoints

    Open Markets or Closed Doors: Europe’s Securitisation Choice

    April 10, 2026
    Senior couple smiling as they sit outside in their backyard
    ICI Viewpoints

    How Funds Help Build the American Dream

    April 9, 2026
  • Events

    Events

    See ICI’s upcoming and past events.

    View all Events

    • ICI Events
    • Upcoming Events
    Featured Events
    Image
    image of Washington DC

    Leadership Summit - Registration Now Open

    April 29 - May 1

    Apr 20

    ICI Webinar

    Overview of the CRI Financial Services AI Risk Management Framework

    Virtual●
    10:00am - 11:00am (EDT)

    Apr 22

    ICI Webinar

    Valuing Private Credit in Retail Vehicles: Governance Considerations, Methodologies, and Market Reality

    Virtual●
    3:00pm - 4:00pm (EDT)
  • Sign Up
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  • Related Sites
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Main navigation
  • Issues & Advocacy
    Issues & Advocacy

    Issues & Advocacy

    Stay informed of the policy priorities ICI champions on behalf of individual investors and the asset management industry.

    • Key Policies
      Key Policies
      • Ensuring Tax Fairness and Financial Security
      • Establishing Certainty in Financial Regulations
      • Expanding Access to Private Markets
      • Modernizing Disclosure for a Digital World
      • Retirement Fairness for Educators and Nonprofit Employees
      • Standing Up for Main Street Investors and Retirement Savers
    • Comment Letters
    • Amicus Briefs
  • Research
    Research

    Research

    Explore research from ICI’s experts on industry-related developments, trends, and policy issues.

    View all Research

    • Statistics
      Statistics
      • All Statistics
      • Combined ETF and Mutual Funds
        Combined ETF and Mutual Funds
        • Weekly Combined Estimated ETF and Long-Term Flows
        • Monthly Active and Index Data
        • Monthly ESG Investing Data
        • Quarterly Worldwide Regulated Open-End Fund Market
      • Mutual Funds
        Mutual Funds
        • Weekly Estimated Long-Term Mutual Fund Flows
        • Weekly Money Market Fund Assets
        • Monthly Money Market Fund Portfolio Data
        • Monthly Trends in Mutual Fund Investing
        • Monthly Mutual Fund Complex Assets
        • Quarterly Long-Term Mutual Fund Asset Composition
        • Quarterly Mutual Fund Assets in Retirement Accounts
        • Quarterly Mutual Fund Distributions
        • Annual Institutional Mutual Fund Shareholder Data
      • Exchange Traded Funds
        Exchange Traded Funds
        • Weekly Estimated ETF Net Issuance
        • Monthly Exchange-Traded Fund Data
      • Closed-End Funds
        Closed-End Funds
        • Quarterly Closed-End Fund Assets
      • UITs
        UITs
        • Monthly Unit Investment Trust Deposits
      • More Statistics
        More Statistics
        • 529 Plan Program Statistics
        • Quarterly Retirement Market Data
    • Investment Company Fact Book
    • Closed-End Funds
    • Defined Contribution Plans
      Defined Contribution Plans
      • 401(k)s
        401(k)s
        • Employee Benefit Research Institute (EBRI) /ICI 401(k) Database
        • The ICI/ISS Defined Contribution Plan Profile
        • 401(k) Plan Services, Fees, and Expenses
      • Defined Contribution Plan Investors
      • Defined Contribution Plan Participant Activities
      • Households' Views on Retirement Savings
      • Income from Retirement Plans
      • Retirement Plan Coverage and Participation
    • Exchange-Traded Funds
      Exchange-Traded Funds
      • ETF Owning Households
    • Fees and Expenses
    • IRAs
      IRAs
      • IRA Investors
      • The IRA Investor Database™
      • The Role of IRAs in US Households’ Saving for Retirement
    • Money Market Funds
    • Mutual Funds
      Mutual Funds
      • Mutual Fund Ownership
    • Publications
      Publications
      • ICI Research Perspective
    • Global
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      • Global Industry Research
  • Resource Hubs
    Resource Hubs

    Resource Hubs

     Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.

    View all Resource Hubs

    • 401(k)
    • California Consumer Privacy Law
    • Closed-End Funds
    • Collective Investment Trusts
    • Commodity Investments
    • Common Ownership
    • Cybersecurity
    • Disclosure
    • DOL Fiduciary Duty Rule
    • ESG
    • Exchange-Traded Funds
    • Financial Services Regulatory
    • Financial Transaction Tax
    • Fraud Prevention
    • Global Retirement
    • Individual Retirement Account
    • Innovation
    • Liquidity Risk Management Program Rule
    • Money Market Fund
    • Processing Fees
    • Proxy Voting
    • Shortened Settlement Cycle
    • Target Retirement Date Funds
    • Treasury Clearing
  • News & Opinions
    News & Opinions

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    Read ICI’s latest publications, press releases, statements, and blog posts.

    View all News and Opinions

    • News Releases
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ICI Conference

Leadership Summit

JW Marriott Washington, DC

April 29 - May 1, 2026
WashingtonDC
Register for ICI Conference
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Registration is Now Open for 2026 Leadership Summit!

The Premier Gathering of Asset Management Leaders

Join senior leaders and aspiring leaders from across the asset management industry at ICI’s Leadership Summit. This fast-paced conference, taking place in the heart of Washington, DC, will offer unbeatable networking opportunities. Check out the preliminary program to see the lineup of speakers and panels.

 

Program Highlights 

This year’s program will feature fireside chats, panels, concurrent sessions, and incredible networking opportunities, with business and industry leaders offering insights on the following topics:  

  • Navigating Private Markets 
  • Policy Priorities and Challenges for the Asset Management Industry 
  • Technology-Driven Distribution Models: The Client View 
  • Creating Long-Term Value Via Product Innovation 
  • AI Developments and Applications 

     

Already Registered? 

Log in to build your schedule, see who's attending, and access CPE details. 

Attendee  Hub

 

Featured Session

To commemorate the 250th anniversary of the US Declaration of Independence, Jenny Johnson, 2026 Leadership Summit Chair, will engage in a fireside chat with Walter Isaacson at the April 30 luncheon. The pair will discuss Isaacson’s most recent best seller, The Greatest Sentence Ever Written. This book provides an analysis of one of history’s most powerful sentences: “We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty, and the pursuit of Happiness.” Summit attendees will receive a free copy of the book.

 

Featured Speakers
 

Ted Cruz
Ted Cruz
US Senator (R-Texas)
Kevin Hassett
Kevin Hassett
Director
National Economic Council
Mary Barra
Mary Barra
Chair & CEO
General Motors
Walter Isaacson
Walter Isaacson
Best-Selling Author, Historian, and Journalist
Professor of History, Tulane University
Jenny Johnson
Jenny Johnson
CEO
Franklin Templeton
Michael Selig
Michael Selig
Chairman
Commodities Futures Trading Commission

Thank You to Our Sponsors


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