A new ICI and PwC survey offers a first-of-its-kind look at how investment managers value private assets in retail alternative investment products.
A new ICI and PwC survey offers a first-of-its-kind look at how investment managers value private assets in retail alternative investment products. Drawing on responses from 39 participants...
Established governance structures, outside valuation expertise, and ongoing monitoring are central features of how firms value private assets held in retail alternative products, according to ICI and...
ICI Chief Global Affairs Officer Tracey Wingate issued a statement today after the Economic and Financial Affairs Council reached a compromise agreement on the Market Integration and Supervision Package.
The Board of Governors of the Investment Company Institute elected Andrew Schlossberg, President and Chief Executive Officer of Invesco Ltd., to a second year as its Chair and George Walker, Chairman and CEO of Neuberger, to a second year as Vice Chair.
More than 300 professionals from around the country recently convened in Nashville for ICI’s inaugural Compliance, Risk, and Legal Conference. Building on the foundation of our longstanding Securities Law Developments Conference, the CRL Conference’s program reflected the broader and more integrated challenges facing compliance, risk, and legal professionals.
The inaugural CRL Conference in September 2026 reflected the expanding role of compliance, risk, and legal professionals, bringing together more than 300 industry participants to address emerging...
Keith Cassidy, Director of the Division of Examinations at the SEC, gives the keynote speech at ICI's Compliance, Risk, and Legal Conference. More than 300 professionals from around the country...
ICI and ISS Market Intelligence today released their collaborative report on 403(b) plans subject to the Employee Retirement Income Security Act of 1974. The report found that employer contributions increased from $11 billion in 2021 and 2.5 times the amount made in 2009.
ICI President and CEO Eric J. Pan issued a statement in response to the Securities and Exchange Commission’s vote to propose amendments under the Investment Company Act of 1940 concerning repurchase offers and multiple share classes for regulated closed-end funds and business development companies.
The SEC recently expanded voting flexibility for shareholders of operating companies, but similar relief for mutual fund investors includes additional restrictions. ICI supports providing fund shareholders the same voluntary voting options.
