Government Affairs
Capitol Hill is a crucial arena where ICI pursues its core missions: promoting public understanding of investment companies and advancing the interests of funds and their shareholders, directors, and advisers.
Financial Services
Statement for House Hearing on Diversity and Inclusion Performance at America's Large Investment Firms (pdf)
Oral Statement on Financial Stability Oversight Council Nonbank Designations
Financial Stability Oversight Council Nonbank Designations Statement of Paul Schott Stevens...
Statement for House Hearing on Empowering a Pro-Growth Economy by Cutting Taxes and Regulatory Red Tape (pdf)
Retirement Security
ICI Comment Letter on Proposed Changes to Form 5500 (pdf)
Congress Should Continue Updating the Retirement System
The Investment Company Institute, which represents the global regulated fund industry, supports...
ICI Commends Bipartisan Bill to Strengthen America’s Retirement System; Urges Swift Passage
Investment Company Institute (ICI) Deputy General Counsel for Retirement Policy David Abbey issued...
Tax
Keith Lawson Discusses Proposed ETF Tax Change on the ETF Prime Podcast
In conversation with Nate Geraci on the ETF Prime podcast, ICI Deputy General Counsel Keith Lawson...
Keynote Address, 2021 ICI Tax and Accounting Conference
ICI President and CEO Eric J. Pan addresses the tax issues that have recently come to the forefront...
ICI Response to Permanent Subcommittee on Investigations Hearing on "Compliance with Tax Limits on Mutual Fund Commodity Speculation" (pdf)
Testimony
Statement for House Hearing on Diversity and Inclusion Performance at America's Large Investment Firms (pdf)
Statement for Senate Hearing on Financial Stability Oversight Council Nonbank Designations (pdf)
Oral Statement on Financial Stability Oversight Council Nonbank Designations
Financial Stability Oversight Council Nonbank Designations Statement of Paul Schott Stevens...