ICI Global Publications & Resources
As part of its work on behalf of regulated funds worldwide, ICI Global calls upon its team of dedicated leaders and staff, as well as the resources of the Investment Company Institute (ICI), to relay information about key regulatory developments and policies to its members. This page presents the publications and resources that ICI Global and ICI have developed on issues affecting investors and global investment companies.
Research Publications
- Ongoing Charges for UCITS in the European Union, 2019 (pdf)
Oct 26, 2020
- Funds’ Use of ESG Integration and Sustainable Investing Strategies: An Introduction (pdf)
Jul 23, 2020
- Ongoing Charges for UCITS in the European Union (pdf)
Sep 23, 2019
- Japanese Translation: Executive Summary: Regulated Funds, Emerging Markets, and Financial Stability (pdf)
Apr 9, 2015
- Chinese Translation: Executive Summary: Regulated Funds, Emerging Markets, and Financial Stability (pdf)
Apr 9, 2015
- Executive Summary: Regulated Funds, Emerging Markets, and Financial Stability (pdf)
Apr 6, 2015
- Regulated Funds, Emerging Markets, and Financial Stability (pdf)
Apr 6, 2015
- Chinese Translation: Executive Summary: Globalisation and the Global Growth of Long-Term Mutual Funds (pdf)
Mar 31, 2014
- Executive Summary: Globalisation and the Global Growth of Long-Term Mutual Funds (pdf)
Mar 31, 2014
- Globalisation and the Global Growth of Long-Term Mutual Funds (pdf)
Mar 31, 2014
- Japanese Translation: Executive Summary: Globalisation and the Global Growth of Long-Term Mutual Funds (pdf)
Mar 31, 2014
- Korean Translation: Executive Summary: Globalisation and the Global Growth of Long-Term Mutual Funds (pdf)
Mar 31, 2014
White Papers
- Market Access for Regulated Fund Managers in the United States and European Union (pdf)
Mar 23, 2017
- Know Your Distributor Questionnaire (docx)
Sep 20, 2016
- French Translation: Executive Summary: Insights from the 2015 Global Retirement Savings Conference (pdf)
Feb 23, 2016
- Executive Summary: Insights from the 2015 Global Retirement Savings Conference (pdf)
Feb 23, 2016
- Chinese Translation: Executive Summary: Insights from the 2015 Global Retirement Savings Conference (pdf)
Feb 23, 2016
Retirement Publications
- Highlights from the International Private Pension Systems Conference (pdf)
Sep 21, 2016
- French Translation: Executive Summary: Insights from the 2015 Global Retirement Savings Conference (pdf)
Feb 23, 2016
- Executive Summary: Insights from the 2015 Global Retirement Savings Conference (pdf)
Feb 23, 2016
- Chinese Translation: Executive Summary: Insights from the 2015 Global Retirement Savings Conference (pdf)
Feb 23, 2016
- Insights from the 2015 Global Retirement Savings Conference (pdf)
Feb 23, 2016
- Japanese Translation: Executive Summary: Insights from the 2015 Global Retirement Savings Conference (pdf)
Feb 23, 2016
- Japanese Translation: Executive Summary: Insights from the 2015 Global Retirement Savings Summit (pdf)
Oct 15, 2015
- Executive Summary: Insights from the 2015 Global Retirement Savings Summit (pdf)
Oct 15, 2015
- Insights from the 2015 Global Retirement Savings Summit (pdf)
Oct 15, 2015
- Insights from the 2014 Global Retirement Savings Conference (pdf)
Oct 1, 2014
Resource Centers
- 12b-1 Fees Resource Center
- 401(k) Resource Center
- Commodity Investments Resource Center
- Coronavirus Disease 2019 (COVID-19) Resource Center
- Credit Rating Agencies Reform Resource Center
- ESG Investing Resource Center
- Exchange-Traded Funds Resource Center
- Financial Services Regulatory Reform Resource Center
- Financial Stability Resource Center
- Focus on Funds: European Regulations Could Complicate Sustainable Investment
May 15, 2020
- Foreign Account Tax Compliance Act (FATCA) Resource Center
- Global Retirement Resource Center
- Glossary of Exchange-Traded Fund and Other Related Financial Terms (pdf)
Sep 27, 2019
- Information Security Resource Center
- Jones v. Harris Resource Center
- Money Market Fund Resource Center
- Regulated Investment Company Modernization Act
- Target Retirement Date Funds Resource Center
- The GROWTH Act
ICI Global Annual Reports
- 2020 Annual Report to Members (html)
- 2020 Annual Report to Members (pdf)
Jan 27, 2021
- 2019 Annual Report to Members (pdf)
Oct 7, 2019
ICI Global Brochures
- About ICI Global (pdf)
Apr 22, 2019
