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ICI Viewpoints

Traditional and Roth IRAs Offer Choice and Flexibility

With $12.2 trillion in assets, individual retirement accounts (IRAs) represent more than one-third...
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ICI Viewpoints

Fund Investors’ Expenses Are Falling on Both Sides of the Pond

Data on UCITS ongoing charges have become more widely available to investors in recent years...
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ICI Viewpoints

Growth in Bond Mutual Funds: See the Whole Picture

In the past decade, a number of regulators and academics have discussed concerns about the growth in...
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ICI Viewpoints

What’s in a Name, Redux: For Bond Mutual Funds, “Corporate” Matters

Policymakers around the globe are studying the turmoil in March 2020 related to the COVID-19...
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ICI Viewpoints

Bond Mutual Fund Outflows: A Measured Investor Response to a Massive Shock

The evidence about what happened to financial markets in March 2020 is still far too mixed and...
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ICI Viewpoints

To Do: Check Your Savings Goals This Week!

This week, the Investment Company Institute (ICI) and the ICI Education Foundation (ICIEF) are...
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ICI Viewpoints

All You Need Is Love…and a Spousal IRA

As you’re racking your brain to find that perfect Valentine’s Day gift, you might want to consider...
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ICI Viewpoints

Main Street Owns Wall Street

Stock ownership used to conjure up images of Wall Street—but today people all up and down America’s...
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ICI Viewpoints

Mutual Funds: Rated G—All Audiences Admitted

Investing is subject to many misconceptions, including the notion that only older households, or...