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.
‘Financial Exploitation Prevention Act’ Unanimously Passes House
Bipartisan bill to protect at-risk seniors from financial scams and exploitation heads to Senate
Total Retirement Assets Fell in Q3 2022
Recently published ICI data finds U.S. retirement assets fell 4.5% from the second quarter of 2022
Sticking with Stocks: Retirement Savers in 2022
Latest ICI research shows 401k participants remain committed to their asset allocations
Younger 401(k) Participants Favor Investment in Equities
Joint EBRI/ICI study finds younger investors much more comfortable holding a significant portion of savings in equities than older participants
Employers Are All-In On 401k Saving—Here’s How
The most common simple match was 50% up to a participant contribution of 6% of pay
Down Market Doesn’t Stop DC Retirement Savers: ICI Report
Defined contribution plan participants largely did not change asset allocations or withdraw funds in the first half of 2022 despite stock market losses, ICI report finds
How Consistent 401(k) Participation Pays—Big: Study
'The compounding growth and upward trends we observed shows the benefit of staying the course in 401k plans'
401(k) Participants Stay Focused During Recent Turmoil
Levels of hardship withdrawal activity also remained low
Younger 401(k) Participants Really Like TDFs, New Study Finds
Joint ICI and EBRI research shows recently hired 401k participants more likely to invest in target date funds
Mutual Fund Expense Ratios Fell, But How Far?
In 2021, average index equity mutual fund expense ratios were 0.06%, compared with 0.27% in 1996.