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.
The Investment Company Institute submitted a letter providing recommendations to support the SEC's rulemaking that would allow documents to be delivered to shareholders electronically by default.
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.
Trump Accounts, created under recent tax legislation, aim to help American families build long-term savings. ICI is encouraging the Treasury Department to protect competition in what could become every American’s first IRA.
ICI's latest report shows middle-income household mutual fund ownership rose from 43% in 2005 to 57% in 2025. The largest increase occurred in the second income quintile.
