Resources

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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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Comment Letter

ICI Comment Letter on Margin Requirements for Uncleared Swaps for Swap Dealers and Major Swap Partic...

On October 10, ICI filed a comment letter with the CFTC on its proposed amendments to margin...
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News Release

New Report Highlights Overwhelming Independence of Fund Boards

October 10, 2023—A new report from the Independent Directors Council (IDC) and Investment Company...
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White Paper

Overview of Fund Governance Practices, 1994–2022 (pdf)

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Research

IRA Mutual Fund Investors Reap the Benefits of Declining Fund Expense Ratios (pdf)

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ICI Viewpoints

T+1: The Next Step for Evolving Markets Globally

October 9, 2023—As financial services firms around the world institute processes and procedures to...
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Annual Report

2023 ICI Annual Report to Members (pdf)

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News Release

Independent Directors Council Announces Leadership for Coming Year

October 5, 2023—The Independent Directors Council (IDC) announced today that it has re-elected...
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News Release

Investment Company Institute Board of Governors Elects George Walker as Chair

October 5, 2023—The Board of Governors of the Investment Company Institute (ICI) announced today...