ICI President's Remarks Eric J. Pan President and CEO Investment Company Institute Society for Financial Education and Professional Development 17th Financial Literacy Leadership Conference October 17...
Regulated funds have broadened participation in American capital markets, with ownership rising significantly among middle- and lower-income households over the past two decades, according to data...
The SEC’s Tailored Shareholder Report rules represent a major overhaul of fund disclosure requirements. The new rules aim to create concise, visually engaging reports that improve accessibility and understanding. ICI strongly supports this initiative to enhance transparency for retail investors.
Brussels, Belgium; November 20, 2025 — The Investment Company Institute (ICI) Chief Global Affairs Officer, Tracey Wingate, issued the following statement in response to the European Commission’s...
The Investment Company Institute submitted a letter to the Securities and Exchange Commission outlining significant cost-savings estimates to support rulemaking that would allow funds to deliver documents to shareholders electronically on a default basis.
Congress will soon weigh a new set of reforms aimed at boosting capital formation—a worthy goal that could translate into faster economic growth, more jobs, and greater household wealth.
Policymakers in the United States are tackling the challenge of how to provide expanded investment opportunities for retirement savers who participate in 401(k) plans and other types of defined contribution (DC) plans.
Investment Company Institute’s President and CEO Eric J. Pan issued a statement on the Securities and Exchange Commission’s order formally allowing the first funds to offer both mutual fund and exchange-traded fund share classes.
