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White Papers

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White Paper

ICI Cyber Industry Tabletop Exercise 2024: After-Action Report

The asset management industry faces an escalating battle against cybercriminals employing...
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White Paper

Audit Committee Financial Experts: An Overview for Fund Boards (pdf)

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An Introduction to Fair Valuation (pdf)

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High-Level Roadmap for Adoption of T+1 in EU Securities Markets (pdf)

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Board Oversight of Exchange-Traded Funds (pdf)

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Mutual Fund to ETF Conversion: Operational Considerations

Beginning in 2021, there has been a steadily increasing trend of mutual funds converting to ETFs...
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White Paper

Interval Fund Repurchase Timeline

Through a series of white papers, the ICI Broker/Dealer Advisory Committee’s (BDAC) Interval Funds...
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White Paper

Reforms to Restore Confidence in the SEC

The US capital markets are the largest, deepest, and most liquid in the world. They power economic...
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Macroprudential Tools for Regulated Investment Funds – An Assessment of Suitability

A number of central banks in the European Union (EU) are calling for the development of a new layer...