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ICI Quarterly Update, January 2026

As the United States approaches its 250th anniversary, the milestone offers an opportunity to reflect on the institutions and ideas that have shaped the nation’s economic success. ICI is proud to be a...

Andrew Schlossberg elected Chair of ICI Board of Governors ICI is now on Instagram! ICI applauds SEC’s order on ETF share class ICI applauds President Trump’s executive order on proxy advisors ICI...

ICI Innovate Houston, TX February 3–5 Investment Management Conference Palm Desert, CA March 22–25 Leadership Summit Washington, DC April 29–May 1 ETF Conference Nashville, TN June 8–10

The INVEST Act Advances in Congress In December, the House passed the INVEST Act, a bipartisan measure to strengthen investment opportunities and support long-term capital formation. The bill advances...

Navigating ETF as a Share Class ICI’s push for ETF share class relief reflected a sustained, strategic effort that culminated in the SEC issuing an order on ETF share class applications. After...

The [approval to launch ETF share classes of existing mutual funds] will "deliver meaningful benefits to mutual fund shareholders," said Eric Pan, president and chairman of the Investment Company...

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ICI Quarterly Update, July 2025

From Advocacy to Action: Protecting America’s Investors This quarter marked significant progress in advancing policies that protect investors and strengthen America’s retirement system. With the passage of the recent tax reform bill, lawmakers delivered a major win for fund...

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ICI Quarterly Update, April 2025

Embracing an Era of Change at the SEC By Paul Cellupica, General Counsel With Paul Atkins taking the helm of the SEC, we are entering a time of tremendous opportunity to enact commonsense policies that will benefit tens of millions of current investors and help more Americans create...

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ICI Quarterly Update, January 2025

View as PDF A New Chapter for U.S. Financial Policy By Eric J. Pan, President and CEO New leadership in Washington means there is an opportunity to set a future course for U.S. financial markets and retirement security. On behalf of our members, ICI is actively working with the Trump...

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ICI Quarterly Update, August 2024

View as PDF Your Voice Was Heard: SEC Backs Down on Costly Open-End Fund Rules In a major victory for ICI members, the Securities and Exchange Commission (SEC) is reproposing two regulatory proposals that would have disastrous consequences to shareholders and the asset management...

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ICI Quarterly Update, May 2024

View as PDF ICI-Backed Legislation Breaks Gridlock in Washington By John Emling, Chief Government Affairs Officer House Republicans and Democrats recently came together to support American retirement savers and investors by passing three ICI-supported pieces of legislation as part of...