Policy Priorities
Comment Letters
Fund Governance
2020 Annual Report to Members: A Conversation with IDC Managing Director Thomas Kim
As Thomas Kim finished his first year as IDC's managing director, he sat down to discuss the...
Letter on Proposed Amendments to SEC Auditor Independence Rule (pdf)
A New Chapter of Growth and Impact: IDC’s 2019 Annual Review
In a letter in the Independent Directors Council's 2019 Annual Review, IDC Managing Director Thomas...
Fund Regulation
ICI President and CEO Reflects on Member Priorities After a Turbulent Year
In an appearance on Bloomberg Businessweek, Eric J. Pan discusses the most pressing concerns for ICI...
The SEC Must Step into the Breach
Fund investors deserve to pay fair prices for information about their investments, but a broken...
ICI Global Letter on UK Financial Services Compensation Scheme Look-Through Provisions (pdf)
Retirement Security
2021 Investment Company Fact Book: Letter from the Chief Economist
A version of this letter by ICI Chief Economist Sean Collins was released in the Institute’s 61st...
ICI Statement for House Ways and Means Committee on Tax Reform and Tax-Favored Retirement Accounts (pdf)
Grow Your Money Skills…It’s Financial Literacy Month!
Financial literacy will equip you with money skills. Good money habits and skills will lead you to...
Taxes
Tax Treatment Is Key to Retirement Saving Success (pdf)
ICI Response to Permanent Subcommittee on Investigations Hearing on "Compliance with Tax Limits on Mutual Fund Commodity Speculation" (pdf)
ICI, IDC Statement for Hearing on Accounting and Auditing Oversight: Pending Proposals and Emerging Issues Confronting Regulators Standard Setters and the Economy
Testimony
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...
Statement for House Hearing on Empowering a Pro-Growth Economy by Cutting Taxes and Regulatory Red Tape (pdf)
Trading and Markets
ICI: “Vitally Important" That Financial Markets Remain Open
Paul Schott Stevens, president and CEO of the Investment Company Institute, issued the following...
Joint Trades Submit Comment Letter to the Legal Entity Identifier ("LEI") Regulatory Oversight Committee ("ROC") (pdf)
For T+2, It’s All Systems Go
For T+2, It’s All Systems Go By Michael Bodson, Kenneth E. Bentsen Jr., and Paul Schott Stevens (As...