Browsing Tag
Investment Company Institute (ICI)
159 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.
Total U.S. Retirement Assets Dip Slightly in Q3
Latest Investment Company Institute data shows half-percent decline to $37.4 trillion as of the end of September
401(k) Assets Rise Sharply in Second Quarter
Americans held $10.4 trillion in all employer-based DC retirement plans
401k Assets Totaled $6.9 Trillion in First Quarter
Retirement account balances continued their post-pandemic recovery in the first quarter, up 1.8% from December, and totaled $35.4…
401(k) Recordkeeper Data Shows Commitment to Retirement Saving
Americans continued to save for retirement through defined contribution (DC) plans early this year despite uncertain market conditions…
Investors Actually Do Carefully Consider Fees and Expenses
In something of a surprise, given the perceived ignorance on the part of the general public about investment…
Mutual Fund Expense Ratios Continue Decades-Long Decline
Discover how declining mutual fund expense trends support RIAs seeking cost-efficient investment strategies for their clients.
Target Date Funds Continue Their 401(k) DC Plan Domination
Little surprise, target date funds (TDF) are a popular choice for 401(k) plans’ investment lineups, especially among younger…
Workers (Really) Like 401(k) and Defined Contribution Plan Features
Most Americans are confident that 401(k)s and other defined contribution (DC) retirement accounts can help meet their retirement…
401(k) Plans Rebound to $6.5 trillion in Third Quarter
Total U.S. retirement assets were $33.1 trillion as of September 30, 2020, up 4% from June 30. Retirement…
Growing Share of Young Households Own Mutual Funds
Get ‘em young. Industry attempts to get individuals and households to begin saving at your ages appear to…