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States Should Not Mistake Long-Term Investing for Abandonment

Long-term investors often check their accounts only occasionally, reflecting a common buy-and-hold strategy. However, some states are adopting inactivity standards that can trigger the seizure and liquidation of securities accounts, even when the investor has not abandoned the assets.

Unclaimed property laws should protect truly abandoned assets without penalizing investors who intentionally hold securities for the long term. Florida strengthened its law to better distinguish...

Millions of Americans buy mutual funds, ETFs, stocks, and other securities with the intention of holding them for years. They may not log in often. They may not trade. They may not check their...

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Our Impact by the Numbers


$46.13T

Total Assets Represented

Managed by ICI members across mutual funds, ETFs, closed-end funds, and more, underscoring our industry’s economic influence.

29K+

Funds Represented

Represented by ICI’s member companies, spanning a diverse range of investment products.

128M+

US Investors

Supported through ICI’s advocacy for policies that protect and empower individual investors nationwide.

About ICI


The Investment Company Institute (ICI) provides essential data and insights to strengthen the asset management industry and support informed decisions.

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Shaping Public Policy and Regulation

ICI works with regulators and policymakers in the United States and around the world, bringing to bear robust legal and economic analysis to support its efforts and applying a deep understanding of regulatory and policymaking processes and priorities.

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Publishing Leading-Edge Research

ICI publishes leading-edge research on financial markets, financial stability, and tax and retirement policy. ICI is also an authoritative source of statistics on the fund industry, collected from ICI member firms and trusted organizations, to provide a comprehensive assessment of the industry and its shareholders at any given point in time.

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Supporting the Asset Management Industry

ICI organizes each year eight major public industry conferences and dozens of webinars and trainings each year as well as hosts more than 100 member committees, working groups, and task forces to share industry best practices, gather input from industry professionals, and discuss common challenges related to operations, regulations, and technology.