Browsing Tag
Investment Company Institute (ICI)
155 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.
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…
Investment Company Institute Names New President and CEO
The Investment Company Institute (ICI) has named elected Eric J. Pan as its next president and chief executive…
401(k) Account Balances Almost Tripled During This Period
Eight years is all it took. The average 401(k) plan account balance of “consistent 401(k) participants”—those who remained…
Where America’s 401(k) Assets Sat in the Second Quarter
Overall retirement assets were $31.9 trillion as of June 30, up 11.2% from March, the Investment Company Institute…
It’s Official: Plan Sponsors Design 401(k)s to Engage Participants
It’s all about the plan design, and 401(k) advisors’ persistence in getting sponsors to understand that fact is paying off.