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...
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.
The estimated value of all exchange-traded fund breaks the $1 Trillion barrier. Shares issued exceeded that of shares redeemed by $43.53 billion for the week ended October 22, 2025, the Investment Company Institute reported today.
The SEC’s move toward allowing mutual funds and ETFs to operate as share classes in a single portfolio marks a significant shift for the industry. ICI’s new white paper, ETF Share Class Operational...
Washington, DC; October 6, 2025—The Investment Company Institute (ICI) has published a new paper exploring the operational considerations for launching an ETF share class within an existing mutual...
The Investment Company Institute President and CEO Eric J. Pan released the following statement following the Securities and Exchange Commission’s notice that they intend to grant exemptive relief to offer dual share class funds.
Get a preview of the topics taking center stage at our 2025 Tax and Accounting Conference, convening October 5th through the 8th in Palm Desert, California.
More than 700 ETF professionals gathered in Nashville last week for ICI’s inaugural ETF Conference, a four-day program dedicated to the opportunities and challenges shaping one of the fastest-growing segments of the fund industry. The event brought together leaders from across the ETF...
Exchange-traded funds have become one of the most successful financial innovations of the past thirty years. With more than $11 trillion in assets in the United States and steady inflows across every market segment, ETFs are now indispensable building blocks for investors seeking cost...
