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Comment Letter

Joint Comment Letter on Effect of Stay of Public Company Climate Rule on Fund and Adviser ESG Propos...

On April 8, 2024, the Investment Company Institute (ICI) and ICI Southwest submitted a supplemental...

ICI Viewpoints

What We Learned at the 2024 Investment Management Conference

March 25, 2024—Set against the backdrop of continued regulatory and legislative uncertainty, the...

Comment Letter

ICI and IDC Supplemental PCAOB NOCLAR Comment Letter

March 18, 2024—The Investment Company Institute and Independent Directors Council filed a joint...

Research

Five Important Points on Mutual Fund Fees and Expenses (pdf)

Perspective

Trends in the Expenses and Fees of Funds, 2023 (pdf)

Perspective

Supplemental Tables: Trends in the Expenses and Fees of Funds, 2023 (xls)

Comment Letter

ICI Follow-Up Comment Letter on Proposed Amendments to FINRA Rule 2210

In late February, FINRA proposed to further amend Rule 2210 (Communications with the Public) (the...

Brochure

ICI Committees, Working Groups, and Task Forces (pdf)

Brochure

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Resources

Joint Comment Letter on Effect of Stay of Public Company Climate Rule on Fund and Adviser ESG Propos...

What We Learned at the 2024 Investment Management Conference

ICI and IDC Supplemental PCAOB NOCLAR Comment Letter

Five Important Points on Mutual Fund Fees and Expenses (pdf)

Trends in the Expenses and Fees of Funds, 2023 (pdf)

Supplemental Tables: Trends in the Expenses and Fees of Funds, 2023 (xls)

ICI Follow-Up Comment Letter on Proposed Amendments to FINRA Rule 2210

ICI Committees, Working Groups, and Task Forces (pdf)

Benefits of Investment Company Institute Membership (pdf)