Regulated funds have broadened participation in American capital markets, with ownership rising significantly among middle- and lower-income households over the past two decades, according to data...
The SEC’s Tailored Shareholder Report rules represent a major overhaul of fund disclosure requirements. The new rules aim to create concise, visually engaging reports that improve accessibility and understanding. ICI strongly supports this initiative to enhance transparency for retail investors.
Brussels, Belgium; November 20, 2025 — The Investment Company Institute (ICI) Chief Global Affairs Officer, Tracey Wingate, issued the following statement in response to the European Commission’s...
The Investment Company Institute submitted a letter to the Securities and Exchange Commission outlining significant cost-savings estimates to support rulemaking that would allow funds to deliver documents to shareholders electronically on a default basis.
Congress will soon weigh a new set of reforms aimed at boosting capital formation—a worthy goal that could translate into faster economic growth, more jobs, and greater household wealth.
Policymakers in the United States are tackling the challenge of how to provide expanded investment opportunities for retirement savers who participate in 401(k) plans and other types of defined contribution (DC) plans.
Investment Company Institute’s President and CEO Eric J. Pan issued a statement on the Securities and Exchange Commission’s order formally allowing the first funds to offer both mutual fund and exchange-traded fund share classes.
Trump Accounts, created under recent tax legislation, aim to help American families build long-term savings. ICI is encouraging the Treasury Department to protect competition in what could become every American’s first IRA.
ICI's latest report shows middle-income household mutual fund ownership rose from 43% in 2005 to 57% in 2025. The largest increase occurred in the second income quintile.
Today’s early-and mid-career professionals are advancing in an industry undergoing rapid transformation, from evolving communication norms and new technologies to hybrid work culture. Their...
