Resources

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Perspective

Supplemental Tables: Ongoing Charges for UCITS in the European Union, 2022 (xlsx)

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Comment Letter

ICI Comment Letter with SEC on Predictive Data Analytics Proposal

On July 26, 2023, the SEC proposed new rules (the "Proposal") that would require broker-dealers and...
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ICI Viewpoints

How Do ETF and Mutual Fund Investors Differ?

Like the products themselves, exchange-traded fund (ETF) and mutual fund investors share many...
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Comment Letter

ICI Supplemental Comment Letter on the SEC’s 2020 Disclosure Proposal Related to Performance Benchma...

Earlier this week, ICI submitted supplemental comments (linked below) on the SEC's 2020 disclosure...
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Comment Letter

ICI Comment Letter on Certain Information Providers Acting as Investment Advisers

In June, the SEC issued a request for comment on index providers, model portfolio providers, and...
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Speech

An Era of Leadership

This is the dawn of a new era. It’s an era of change – for the industry, the economy, and society as...
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ICI Viewpoints

Understanding Indexes and How Funds Use Them

Beyond the well-known indexes that we encounter daily lie more than three million indexes designed...
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White Paper

Indexes and How Funds and Advisers Use Them: A Primer (pdf)

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Research

Experiences of European Markets, UCITS, and European ETFs During the COVID-19 Crisis (pdf)