Resources

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Research

Ten Important Facts About Roth IRAs (pdf)

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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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Speech

A Time For Leadership

It’s a privilege to serve as the chair of the Investment Company Institute’s first-ever Leadership...
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Fact Book

2022 Investment Company Fact Book (pdf)

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Comment Letter

ICI Comment Letter to OECD on Pillar One Exclusion for Regulated Financial Services (pdf)

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Event Material

ICI Webinar: New Research Shows “First-Mover” Is a Universal Investor Response — Not Unique to Open-...

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Event Material

ICI Webinar: An Analysis of Bond Mutual Funds’ Role in the US Fixed-Income Markets During March 2020...

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Perspective

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2019 (pdf)

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Perspective

What US Households Consider When They Select Mutual Funds, 2021 (pdf)