Research

Stay informed with the most recent data, trends, and analysis from ICI’s Research team.

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Perspective

Ownership of Mutual Funds and Shareholder Sentiment, 2025 (pdf)

November 11, 2025

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ICI Viewpoints

The Wealth-Building Power of 401(k) Plans

The 401(k) plan continues to offer workers across all income levels a disciplined way to save and invest, helping them build significant assets over time. The continued success of these plans shows...

October 16, 2025

Perspective

A Close Look at Exchange-Traded Funds and Their Investors

Exchange-traded funds (ETFs) have grown significantly in the United States since their introduction in 1993. Over the past decade alone, total net assets have increased from $2.1 trillion at year-end 2015 to $11.5 trillion as of June 2025.

September 5, 2025

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Research

Americans’ Views on E-Delivery of Financial Documents

Read our survey on the views of Americans generally, and fund investors in particular, on the e-delivery of financial documents and their general comfort using the internet for financial transactions.

September 2, 2025

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ICI Research

Showing Results 1 - 6 of 1760 Total

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ICI Welcomes Proposed Enhancements to Japan’s NISA Program

ICI President and CEO Eric J. Pan today issued a statement in response to the Japanese government’s proposed enhancements to the Nippon Individual Savings Account program, announced as part of the Liberal Democratic Party’s fiscal year 2026 tax reform package.

December 19, 2025

Supplemental Info

All data and visuals for this document are available for download.

Perspective

Ongoing Charges for UCITS in the European Union, 2024

December 16, 2025

Supplemental Info

All data and visuals for this document are available for download.

ICI Viewpoints

Cross-Trading Reform: Unlocking Savings and Efficiency for Funds and Investors

Authors:

Michael Spratt

Jason Nagler

In 2020, SEC restrictions on fixed-income cross-trading raised investor costs and reversed decades of effective regulation. The SEC now signals openness to reform, offering a chance to restore efficiency and unlock major savings for investors.

December 17, 2025

Perspective

Supplemental Tables: Ongoing Charges for UCITS in the European Union, 2024 (xlsx)

December 16, 2025

A couple over 65 reviewing their finances on paper

ICI Viewpoints

Elder Financial Exploitation Is a Growing Crisis—But Pending Legislation Holds Promise

Authors:

Kelly O'Donnell

Reports estimate that one in five Americans over the age of 65 has been a victim of financial exploitation, with losses estimated at $2.9 billion annually. It’s a statistic that’s poised to rise as bad actors use sophisticated Generative AI tools to perpetrate increasingly complex financial fraud schemes.

December 15, 2025

Fact Sheet

Quick Facts on Target Date Fund Use in Retirement Plans (pdf)

December 8, 2025

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2025 Investment Company Fact Book

Explore the comprehensive guide to trends, data, and insights in in the investment company industry.

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You can find more information about many of these entries in the chapters and appendix of the Investment Company Fact Book

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