Comment Letter ICI Response to the Australian Treasury's Consultation on Sustainable Investment Product Labelling Regime March 13, 2026
Perspective Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2023 (xlsx) April 9, 2026
News Release ICI Statement on the EU Market Integration and Supervision Package (MISP) April 14, 2026
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)
Comment Letter ICI Response to the Australian Treasury's Consultation on Sustainable Investment Product Labelling Regime March 13, 2026
Perspective Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2023 (xlsx) April 9, 2026
News Release ICI Statement on the EU Market Integration and Supervision Package (MISP) April 14, 2026
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)
Breadcrumb HOME JAMES DUVALL Image Author James Duvall Assistant Director Areas of Expertise: Closed-End Funds Fees and Expenses Global Money Market Funds Mutual Funds James Duvall is an Assistant Director at ICI. Viewpoints by this Author Cross Border Capital Flows: Swings and Roundabouts Comparing UCITS and Mutual Funds: UCITS Costs Are Declining, but Structural Challenges Remain The Fact(or)s Matter When Measuring TDF Performance Proxy Advisory Firms—Killing Closed-End Funds Softly with Their Policies Comparing Apples and Pears: EU UCITS and US Mutual Funds Cross-Border Frictions Within EU Capital Markets Can Drive Up Costs Cost Benchmarks in the EU’s Retail Investment Strategy Will Stifle Innovation Falling Fund Fees Continue to Benefit America’s Investors IRA Investors Are Concentrated in Lower-Cost Mutual Funds IRA Investors Are Concentrated in Lower-Cost Mutual Funds Fund Investors’ Expenses Are Falling on Both Sides of the Pond IRA Investors Are Concentrated in Lower-Cost Mutual Funds Five Key Points on 401(k) Plan Fees from ICI Research IRA Investors Are Concentrated in Lower-Cost Mutual Funds Understanding Interest Rate Risk in Bond Funds IRA Investors Are Concentrated in Lower-Cost Mutual Funds Average Expense Ratios for Index ETFs Have Declined Factors Contributing to the Decline of Expense Ratios in 2015