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Comment Letter

Supplemental Comment Letter on SEC’s 2022 Liquidity, Swing Pricing, and Hard Close Proposal

The Investment Company Institute and ICI Southwest are writing to express our joint concerns with...

Comment Letter

ICI Comment Letter to the Department of Treasury on the 30-Day Notice

The Investment Company Institute (“ICI”) submitted this comment letter in response to the 30-day...

Comment Letter

ICI Comment Letter to IRS on New Roth Catch-Up Requirement Under SECURE 2.0 Act

On October 24, 2023, ICI submitted the attached comment letter to IRS and Treasury in response to...

Research

Ten Important Facts About 401(k) Plans (pdf)

Perspective

Ongoing Charges for UCITS in the European Union, 2022 (pdf)

Perspective

Supplemental Tables: Ongoing Charges for UCITS in the European Union, 2022 (xlsx)

News Release

ICI Statement on SEC Reporting of Securities Loans and Short Sale Disclosure Rulemaking

October 13, 2023—ICI General Counsel Susan Olson released the following statement regarding the...

News Release

ICI Statement on CFTC Proposed Rule on Margin Requirements for Uncleared Swaps

October 12, 2023—ICI Deputy General Counsel for Markets, SMAs & CITs Sarah Bessin released the...

News Release

ICI: SEC’s Conflicts Proposal Would Roll Back the Clock on Technological Advances That Benefit Main ...

October 11, 2023—ICI President and CEO Eric Pan released the following statement regarding the...

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