Browsing Tag
Investment Company Institute (ICI)
151 posts
The Investment Company Institute (ICI) is a leading global association representing regulated investment funds, including mutual funds, exchange-traded funds (ETFs), closed-end funds, and unit investment trusts. Based in Washington, D.C., ICI advocates for fund shareholders, promotes industry best practices, and engages with policymakers on financial regulation. It also conducts research and provides education on investment trends and fund economics.
Mutual Fund Ownership on the Rise, and Mostly Within 401(k)s
New ICI reports show mutual funds a key driver of expanding pool of middle-class investors
ICI Urges Competitive Marketplace for Trump Accounts
The Investment Company Institute recommended the Treasury Department incorporate an open market that would allow for multiple providers
U.S. Retirement Assets Back to Setting Record Highs in Q2: ICI
Total assets up 6% in second quarter after dropping in Q1; retirement assets account for 34% of all household financial assets
Large 403(b) Plans Enjoy Fruits of Employer Contributions
New study shows employer contributions play key role in plan success—and 403(b) plans also benefit from wide variety of investment options
More Historic Lows for 401(k) Mutual Fund Expense Ratios
New ICI report shows average equity mutual fund expense ratios incurred by participants have fallen by two-thirds since 2000
Total U.S. Retirement Assets Down 1.6% in Q1 2025; IRAs Growing Faster than DC
New reports from the Investment Company Institute and Hearts & Wallets put defined contribution assets at $12.2 trillion compared to $16.8 trillion in individual retirement accounts
Paper Cuts: Congress Moves to Modernize Investor Disclosures
Bipartisan backers of “Improving Disclosure for Investors Act of 2025” say e-delivery saves time, paper and money
ICI Launches Company Fact Book
The firm’s latest Fact Book also includes a new data visualization tool
IRA Use Up 10% in Past Decade: Study
New ICI research shows 90% of IRA-owning households also had employer-sponsored retirement plans or pensions
7 in 10 Retirees Over 70 Receive Income from 401(k)s or IRAs
New ICI research finds voluntary retirement system is in fact working as designed