Investment Company Institute

Investment Company Institute ICI is the leading association representing regulated funds globally, including mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts in the United States, and similar funds offered to investors in jurisdictions worldwide.

Operating as usual

Hear more about oversight pain points, benefits, and recommendations for a more effective oversight process in our webin...
09/23/2020

Hear more about oversight pain points, benefits, and recommendations for a more effective oversight process in our webinar next month: http://ow.ly/Jym750Byl0E

09/23/2020

Today’s Industry News: September 23, 2020

09/23/2020
ICI - Release: Combined Estimated Long-Term Flows and ETF Net Issuance, September 23, 2020

Total estimated inflows to long-term mutual funds and exchange-traded funds (ETFs) were $21.73 billion for the week ended September 16, 2020. http://ow.ly/dyll50Bz4cp

Washington, DC; September 23, 2020—Total estimated inflows1 to long-term mutual funds and exchange-traded funds (ETFs) were $21.73 billion for the week ended September 16, 2020, the Investment Company Institute reported today. Estimated mutual fund outflows were $5.44 billion while estimated net i...

09/23/2020
ICI - Release: Estimated Long-Term Mutual Fund Flows, September 23, 2020

Total estimated outflows from long-term mutual funds were $5.44billion for the week ended July 31. http://ow.ly/PHHq50Bz33y

Washington, DC; September 23, 2020—Total estimated outflows from long-term mutual funds1 were $5.44 billion for the week ended Wednesday, September 16, the Investment Company Institute reported today. These outflows represent 0.03 percent of long-term mutual fund assets as of July 31. Estimates fo...

09/22/2020

Today’s Industry News: September 22, 2020

09/22/2020
ICI - Release: Estimated ETF Net Issuance, September 22, 2020

Exchange-traded funds had an estimated $27.17 billion in net issuance of shares for the week ended September 16, 2020. Get more ETF data: http://ow.ly/1zeN50BxUjQ

Washington, DC; September 22, 2020—The estimated value of all exchange-traded fund1 (ETF) shares issued exceeded that of shares redeemed by $27.17 billion for the week ended September 16, 2020, the Investment Company Institute reported today. In addition to this report, ICI will also be publishing...

Tune in to our webinar tomorrow for an insightful conversation with ICI's Marty Burns and Wells Fargo Asset Management's...
09/22/2020

Tune in to our webinar tomorrow for an insightful conversation with ICI's Marty Burns and Wells Fargo Asset Management's Nancy Wiser on achieving operations excellence and efficiencies. http://ow.ly/ZB1950Bv5N4

09/21/2020
ICI - ICI Praises New Legislation to Curb Frivolous Lawsuits Against Mutual Fund Advisers

The Mutual Fund Litigation Reform Act will help curb abusive lawsuits against advisers while protecting shareholders: http://ow.ly/ylPu50Bx1Jy

Washington, DC; September 9, 2020—Investment Company Institute (ICI) President and CEO Paul Schott Stevens issued the following statement after introduction of H.R. 8188, the Mutual Fund Litigation Reform Act, legislation to improve the ability of federal courts to curb abusive lawsuits:

09/21/2020

Today’s Industry News: September 21, 2020

09/21/2020
Global Fund Operations Innovate to Meet Uncertain Times

In this week’s Focus on Funds, hear from ICI’s Ahmed Elghazaly about how funds have adapted to operational changes and what they mean for the future. http://ow.ly/Riw850Bu3vj

(Transcript is below) Fund operations had to adapt quickly to many challenges because of the global pandemic, including remote work environments. In the Sept...

09/20/2020
An End-of-Summer Checkup for Your Long-Term Savings

Want to make sure your long-term savings are on track? Learn more from ICI Senior Director of Retirement and Investor Research Sarah Holden: http://ow.ly/jwsb50BsYxt

(Transcript is below) Now is the perfect time to ensure your long-term savings are on track. In the August 28, 2020, edition of Focus on Funds, ICI Senior Di...

09/19/2020
ICI - ICI Praises New Legislation to Curb Frivolous Lawsuits Against Mutual Fund Advisers

The Mutual Fund Litigation Reform Act will help curb frivolous lawsuits against fund advisers while protecting shareholder rights: http://ow.ly/ymBF50BsZuI

Washington, DC; September 9, 2020—Investment Company Institute (ICI) President and CEO Paul Schott Stevens issued the following statement after introduction of H.R. 8188, the Mutual Fund Litigation Reform Act, legislation to improve the ability of federal courts to curb abusive lawsuits:

Americans kept their commitment to saving for retirement through 401(k)s and similar plans during the first half of 2020...
09/18/2020
ICI - Retirement Savers Maintain Commitment Despite COVID-19 Economic Downturn

Americans kept their commitment to saving for retirement through 401(k)s and similar plans during the first half of 2020 despite the pandemic, ICI research has shown. http://ow.ly/ZnuG50BsYIt

Washington, DC; August 19, 2020—Americans continued to save for retirement through defined contribution (DC) plans during the first half of this year despite economic stresses brought about by the COVID-19 pandemic, according to ICI’s “Defined Contribution Plan Participants’ Activities, Firs...

09/18/2020

Today’s Industry News: September 18, 2020

Happy Fact Book Friday! Did you know that 401(k) asset allocation varies with age? Learn more: http://ow.ly/hat250BqoOB
09/18/2020

Happy Fact Book Friday! Did you know that 401(k) asset allocation varies with age? Learn more: http://ow.ly/hat250BqoOB

09/17/2020
ICI - Release: Money Market Fund Assets, September 17, 2020

Total money market fund assets decreased by $51.89 billion to $4.42 trillion for the week ended September 16. View this week’s report and historical data on our website: http://ow.ly/RNdg50Bu1V7

Washington, DC; September 17, 2020—Total money market fund assets1 decreased by $51.89 billion to $4.42 trillion for the week ended Wednesday, September 16, the Investment Company Institute reported today. Among taxable money market funds, government funds2 decreased by $43.24 billion and prime fu...

09/17/2020

Today’s Industry News: September 17, 2020

Curious to learn about what may lie ahead for operations in the wake of the pandemic? Tune in to our webinar next week: ...
09/17/2020

Curious to learn about what may lie ahead for operations in the wake of the pandemic? Tune in to our webinar next week: http://ow.ly/Qqz950Bf909

Hear more about transitioning from LIBOR at this year's Tax and Accounting Conference. Register now: http://ow.ly/4Ooo50...
09/17/2020

Hear more about transitioning from LIBOR at this year's Tax and Accounting Conference. Register now: http://ow.ly/4Ooo50B1pfD

09/16/2020
401(k) Investors Persist During Market Turbulence

Participants in defined contribution plans have kept contributing to their accounts despite the pandemic. Learn more from ICI’s Sarah Holden: http://ow.ly/jY4m50BouPc

(Transcript is below) ICI’s latest study of 401(k) data shows that account holders are sticking to their long-term savings habits. In the September 11, 2020,...

09/16/2020
ICI - Release: Taxable Money Market Fund Holdings, August 2020

Visit our website for more information about the latest monthly money market fund portfolio holdings in prime and government funds: http://ow.ly/tLNi50BsEeb

Washington, DC, September 16, 2020— The Investment Company Institute (ICI) reports that, as of the final Friday in August, prime money market funds held 40.8 percent of their portfolios in daily liquid assets and 53.0 percent in weekly liquid assets, while government money market funds held 74.3 p...

09/16/2020

Today’s Industry News: September 16, 2020

09/16/2020
ICI - Release: Combined Estimated Long-Term Flows and ETF Net Issuance, September 16, 2020

Total estimated inflows to long-term mutual funds and exchange-traded funds (ETFs) were $4.14 billion for the week ended September 9. http://ow.ly/lEEm50Bsysh

Washington, DC; September 16, 2020—Total estimated inflows1 to long-term mutual funds and exchange-traded funds (ETFs) were $4.14 billion for the week ended September 9, 2020, the Investment Company Institute reported today. Estimated mutual fund outflows were $5.74 billion while estimated net iss...

09/16/2020
ICI - Release: Estimated Long-Term Mutual Fund Flows, September 16, 2020

Total estimated outflows from long-term mutual funds were $5.74 billion for the week ended September 9. http://ow.ly/xK0P50BsvfZ

Washington, DC; September 16, 2020—Total estimated outflows from long-term mutual funds1 were $5.74 billion for the week ended Wednesday, September 9, the Investment Company Institute reported today. These outflows represent 0.03 percent of long-term mutual fund assets as of July 31. Estimates for...

Unit investment trusts (UIT) had total deposits of $2.93 billion in August, with 102 new trusts issuing shares. Visit ou...
09/15/2020

Unit investment trusts (UIT) had total deposits of $2.93 billion in August, with 102 new trusts issuing shares. Visit our website for more information about UIT data and statistical collections: http://ow.ly/29sN50BrIF3

Join us at the 2020 Tax and Accounting Conference and gain valuable insights on how to foster diversity and inclusion. R...
09/15/2020

Join us at the 2020 Tax and Accounting Conference and gain valuable insights on how to foster diversity and inclusion. Register today for this virtual event! http://ow.ly/MxDh50Brsoj

09/15/2020

Today’s Industry News: September 15, 2020

09/15/2020
ICI - Release: Estimated ETF Net Issuance, September 15, 2020

Exchange-traded funds had an estimated $9.87 billion in net issuance of shares for the week ended September 9. Get more ETF data: http://ow.ly/Zij950BriCW

Washington, DC; September 15, 2020—The estimated value of all exchange-traded fund1 (ETF) shares issued exceeded that of shares redeemed by $9.87 billion for the week ended September 9, 2020, the Investment Company Institute reported today. In addition to this report, ICI will also be publishing l...

Join the digital Future of Asset Management Summit, happening this Thursday and Friday, to find out how the world's top ...
09/15/2020

Join the digital Future of Asset Management Summit, happening this Thursday and Friday, to find out how the world's top asset and wealth management leaders are working to ensure the fund industry remains resilient in an uncertain environment: http://ow.ly/WC2o50Bqo3y #FTFoAM

09/14/2020
ICI - Release: Money Market Fund Assets, August 20, 2020

Total money market fund assets decreased by $10.61 billion to $4.54 trillion for the week ended August 19. View this week’s report and historical data on our website: http://ow.ly/FTwZ50B4XAg

Washington, DC; August 20, 2020—Total money market fund assets1 decreased by $10.61 billion to $4.54 trillion for the week ended Wednesday, August 19, the Investment Company Institute reported today. Among taxable money market funds, government funds2 decreased by $5.55 billion and prime funds dec...

Tune in tomorrow for ICI's webinar on how global fund managers will have to adapt to post-pandemic challenges. http://ow...
09/14/2020

Tune in tomorrow for ICI's webinar on how global fund managers will have to adapt to post-pandemic challenges. http://ow.ly/XnjW50B4Og4

09/14/2020

Today’s Industry News: September 14, 2020

09/14/2020
401(k) Investors Persist During Market Turbulence

The latest 401(k) data show that plan participants have stayed the course in the first half of this year. Learn more from ICI’s Sarah Holden in this week’s Focus on Funds: http://ow.ly/e3WH50BouAC

(Transcript is below) ICI’s latest study of 401(k) data shows that account holders are sticking to their long-term savings habits. In the September 11, 2020,...

The 2020 Securities Law Developments Conference has gone virtual! Learn about OCIE and enforcement in a remote environme...
09/14/2020

The 2020 Securities Law Developments Conference has gone virtual! Learn about OCIE and enforcement in a remote environment at this year's event: http://ow.ly/8JcM50B1uTu

Address

1401 H St NW
Washington D.C., DC
20005

General information

ICI is the leading association representing regulated funds globally, including mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts in the United States, and similar funds offered to investors in jurisdictions worldwide. ICI seeks to encourage adherence to high ethical standards, promote public understanding, and otherwise advance the interests of funds, their shareholders, directors, and advisers. ICI carries out its international work through ICI Global, with offices in London, Hong Kong, and Washington, DC. ICI welcomes comments from all, but reserves the right to remove posts that are self-promoting, off-topic, duplicative, misleading, or abusive.

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00

Telephone

(202) 326-5800

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Comments

how can i invest n wat will be my benefit n how long
Please join me today at 10am eastern on #BestEverYou with guests #SarahHolden and #ShellyAntoniewicz from Investment Company Institute. To listen call us at 646-787-8537 or click live/replay http://www.blogtalkradio.com/besteveryou/2018/07/25/sarah-holden-shelly-antoniewicz--retirement-insight-fund-investment-trends #retirement #investments #401k #babyboomers #mutualfunds #ICI
Please join me today at 11am eastern on The Compliance4 Podcast with guests Susan Olson and Tami Salmon from @ICI. To listen call us at (516) 531-9232 or click (live or replay) http://www.blogtalkradio.com/compliance4/2018/07/23/susan-olson-tamara-salmon--top-compliance-trends-sec-agenda-for-funds #Compliance #Business #ICI #MutualFunds #ETFs #LiquidityRisk #SEC