ICI

OUR MISSION

Encouraging adherence to high ethical standards by all industry participants; advancing the interests of funds, their shareholders, directors, and investment advisers; and promoting public understanding of mutual funds and other investment companies.

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ICI Education Foundation Offers Financial Awards ICIEF will again sponsor an annual awards program designed to encourage Washington, DC high school students to participate in a national financial education program.

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2010 After a decade marked by two severe bear markets, 401(k) plan participants have adopted a more balanced approach to their portfolios.

ICI Surveys Show Continued Commitment to Saving and 401(k) System A vast majority of U.S. households agree that preserving current retirement savings incentives should be a national priority, according to new ICI research.

ICI Registers Deep Concerns with the Volcker Rule Proposal The current proposal to implement the Volcker Rule poses a threat to markets and fund investors, ICI said in statement submitted for a House hearing.

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Exchange-Traded Funds Resource Center This page provides the basics on ETFs, as well as policy views from ICI, updates on recent ETF developments, and links to other ETF resources.

Frequently Asked Questions About Taxation for Mutual Fund Investors This page answers basic questions about how taxation works for investors in mutual funds.

Frequently Asked Questions About Money Market Funds FAQs about money market funds, including information about actions has the SEC taken to strengthen the regulatory requirements governing this product.

ICI’s 401(k) Resource Center This resource center provides the fund industry’s perspective and ICI’s research on developments that affect 401(k) plans and their investors.

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Weekly Flows of Long-Term Funds Total estimated inflows to long-term mutual funds were $11.60 billion for the week ended Wednesday, January 25.

Weekly Money Market Fund Assets Total money market mutual fund assets decreased by $21.28 billion to $2.657 trillion for the week ended Wednesday, February 1.

Monthly Trends In Mutual Fund Investing The combined assets of the nation’s mutual funds increased by $12.3 billion, or 0.1 percent, to $11.620 trillion in December.

Monthly Exchange-Traded Fund Assets The combined assets of the nation’s exchange-traded funds (ETFs) were $1.048 trillion in December.

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Maryland State Education Department Receives ICI Education Foundation Grant The $25,000 grant will underwrite teacher training in investment education for middle- and high-school educators within the greater metropolitan Washington, DC area.

Exchange-Traded Funds Resource Center This page provides the basics on ETFs, as well as policy views from ICI, updates on recent ETF developments, and links to other ETF resources.

A Guide to Closed-End Funds This guide includes an overview of the types of closed-end funds and how they operate.

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IDC, ICI Oppose Mandatory Rotation of Audit Firms IDC and ICI oppose a Public Accounting Oversight Board concept release requiring a mandatory rotation of audit firms.

Fund Board Oversight of Risk Management Clear, ongoing communication between a fund's board and adviser is key to effective oversight of risk management, according to a recent IDC and ICI paper.

Policy Issues Facing Fund Directors IDC positions on a number of topics impacting fund directors, including regulatory reform and money market fund issues.

About the Independent Directors Council (IDC) IDC provides a venue to advance the education, communication, and policy positions of mutual fund independent directors.

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