The 65 th edition of the Investment Company Fact Book is now available, highlighting more than 300 statistical reports, 26 research and policy publications, and issue-specific analysis from ICI’s Research Department. For the first time, Fact Book now features a data visualization...
Washington, DC; May 28, 2025—Today, the Investment Company Institute (ICI) issued the following statement after the Department of Labor rescinded previous guidance from 2022 on holding cryptocurrency in 401(k) plans. “ICI applauds the Department of Labor for rescinding its guidance on...
Washington, DC; May 22, 2025—Today, the Investment Company Institute (ICI) released the following statement regarding the recent Federal Trade Commission (FTC) and Department of Justice (DOJ) filing in the case brought by Texas and other states against US asset management companies:...
Washington, DC; May 21, 2025—Today, Investment Company Institute (ICI) President and CEO Eric J. Pan released the following statement after the Generating Retirement Ownership Through Long-Term Holding Act (GROWTH Act) was introduced in the U.S. Senate by Sen. John Cornyn (R-TX). “The...
On Tuesday the State of Maine introduced a bill that would, among other things, change the securities escheatment trigger under the Maine Revised Unclaimed Property Act from returned mail to inactivity. Fidelity alerted us to this bill on Friday afternoon. The bill was fast-tracked...
Washington, DC; May 14, 2025—Today, Investment Company Institute (ICI) President and CEO Eric Pan released the following statement on the reintroduction in the US House of Representatives of legislation to protect closed-end funds (CEFs) and their investors. The Increasing Investor...
Washington, DC; May 14, 2025—Today, the Investment Company Institute (ICI) issued the following statement after the House Ways and Means Committee approved a tax package including new “money accounts for growth and advancement.” These tax-advantaged accounts for children would be...
ICI President and CEO Eric J. Pan addressing attendees on the first day of ICI’s 2025 Leadership Summit. ICI's 2025 Leadership Summit brought together asset management executives and leaders in technology, law, and public policy for two days of insightful panels and timely discussions...
Eric J. Pan President and CEO Investment Company Institute ICI Leadership Summit Washington D.C May 1, 2025 Thank you, Carol, for your remarks, and thank you for chairing this summit. But most of all, thank you for your decades of principled leadership at MFS. You are a champion of...
Washington, DC, May 1, 2025—Investment Company Institute (ICI) President and CEO Eric J. Pan kicked off the 2025 Leadership Summit in Washington, DC, today with remarks focused on the need to give retail investors more opportunities to invest in private markets. Pan cited the fast...
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