Resources

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News Release

ICI Announces Lori Kearns as Retirement Security and Tax Policy Government Affairs Officer

September 26, 2023—ICI, the leading global association representing regulated investment funds, has...
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ICI Viewpoints

How Do ETF and Mutual Fund Investors Differ?

Like the products themselves, exchange-traded fund (ETF) and mutual fund investors share many...
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Form

Investment Funds Distributor Due Diligence Questionnaire (doc)

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Form

Investment Funds Distributor Due Diligence Questionnaire (pdf)

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News Release

ICI Names Shelly Antoniewicz Deputy Chief Economist

ICI has named Rochelle “Shelly” Antoniewicz as its new Deputy Chief Economist. Antoniewicz will work...
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Perspective

How 401(k) Plan Participants Use Loans over Time: An Analysis of Loan Activity of Consistent 401(k) ...

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Comment Letter

Joint Trades' Comment Letter on Predictive Data Analytics Proposal

On October 10, ICI filed a comment letter with the Securities and Exchange Commission (SEC or...
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Committee Resource

2023 Year-End Tax Reporting – Secondary Layout of Reporting Information, Updated (xls)

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Committee Resource

2023 Year-End Tax Reporting – Foreign (NRA) Layout, Updated (xls)