ICI

OUR MISSION

Encouraging adherence to high ethical standards by all industry participants; advancing the interests of funds, their shareholders, directors, and investment advisers; and promoting public understanding of mutual funds and other investment companies.

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FAQs on Securities Transaction Taxes Here are questions and answers about securities transactions and their impact on markets and investors.

Americans Confident 401(k) Can Help Them to Reach Their Retirement Goals A large majority of Americans have confidence in their 401(k) and similar retirement plans and their investment options, according to new ICI research.

Jones v. Harris Raises Vital Issues for Investors In a statement, ICI's Paul Schott Stevens said, "We hope the Court’s decision will affirm the…standard [that] has served investors well for almost 30 years.”

Wall Street Journal v. The Facts on Money Market Funds An editorial on money market funds was wrong on the facts, wrong on the analysis, and wrong on the mutual fund industry’s commitment to its investors, ICI President Paul Schott Stevens writes in a letter to the editor.

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Q&A on 401(k) plans FAQs on 401(k) plans, which held an estimated $2.4 trillion in assets and represented approximately 17 percent of the $14 trillion U.S. retirement market at year-end 2008.

Q&A on Report of the Money Market Working Group Here are FAQs about the Report of the Money Market Working Group, which recommends new regulatory and oversight standards for money market funds.

FAQs on Securities Transaction Taxes Here are questions and answers about securities transactions and their impact on markets and investors.

Target Retirement Date Funds Resource Center Information and resources on target retirement date funds, prepared by ICI.

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Weekly Flows of Long-Term Funds Total estimated inflows to long-term mutual funds were $12.75 billion for the week ended Wednesday, March 3.

Weekly Money Market Fund Assets Total money market mutual fund assets decreased by $39.70 billion to $3.126 trillion for the week ended Wednesday, March 3.

Monthly Trends In Mutual Fund Investing The combined assets of the nation’s mutual funds decreased by $234.5 billion, or 2.1 percent, to $10.886 trillion in January.

Monthly Exchange-Traded Fund Assets The combined assets of the nation’s exchange-traded funds (ETFs) were $731.69 billion in January.

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529 Plans: A Summary These programs, known as “529 plans” for the section of the tax code that authorizes them, are investment plans designed to pay for future qualified education expenses.

Microgrants for Metro Washington, DC Investor Education The ICI Education Foundation accepts and reviews applications from schools and nonprofit organizations for greater Washington, DC investor education microgrants on a rolling quarterly basis.

About the Investment Company Institute Education Foundation ICIEF partners with other organizations to promote investment education and participates in financial education campaigns that encourage saving and investing nationwide.

A Guide to Understanding Mutual Funds This guide explains mutual funds and the basic principles of fund investing.

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Overview and FAQs on Mutual Fund Governance This report and FAQs discuss how boards follow governance practices to best serve shareholders.

IDC Compendium of Publications This compendium includes IDC task force and other papers on independent chair, self-assessments, oversight of multiple funds, fund mergers, service providers, derivatives, proxy voting, and valuation.

IDC Chair Stands Up for Directors IDC Chair Mike Scofield's op-ed piece in BoardIQ, expressing his hope the Supreme Court will understand the crucial role of independent directors when reviewing the Jones v. Harris case.

About the Independent Directors Council (IDC) IDC serves the mutual fund independent director community and provides a venue to advance the education, communication, and policy positions of mutual fund independent directors. IDC extends to all directors an invitation to participate in its programs and activities.

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