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
- Japanese Translation: Executive Summary: Regulated Funds, Emerging Markets, and Financial Stability (pdf)
Thu Apr 09 00:00:00 EDT 2015
- Chinese Translation: Executive Summary: Regulated Funds, Emerging Markets, and Financial Stability (pdf)
Thu Apr 09 00:00:00 EDT 2015
- Executive Summary: Regulated Funds, Emerging Markets, and Financial Stability (pdf)
Mon Apr 06 00:00:00 EDT 2015
- Regulated Funds, Emerging Markets, and Financial Stability (pdf)
Mon Apr 06 00:00:00 EDT 2015
- Chinese Translation: Executive Summary: Globalisation and the Global Growth of Long-Term Mutual Funds (pdf)
Mon Mar 31 00:00:00 EDT 2014
- Executive Summary: Globalisation and the Global Growth of Long-Term Mutual Funds (pdf)
Mon Mar 31 00:00:00 EDT 2014
- Globalisation and the Global Growth of Long-Term Mutual Funds (pdf)
Mon Mar 31 00:00:00 EDT 2014
- Japanese Translation: Executive Summary: Globalisation and the Global Growth of Long-Term Mutual Funds (pdf)
Mon Mar 31 00:00:00 EDT 2014
- Korean Translation: Executive Summary: Globalisation and the Global Growth of Long-Term Mutual Funds (pdf)
Mon Mar 31 00:00:00 EDT 2014
White Papers
- Market Access for Regulated Fund Managers in the United States and European Union (pdf)
Thu Mar 23 00:00:00 EDT 2017
- Know Your Distributor Questionnaire (docx)
Tue Sep 20 00:00:00 EDT 2016
- French Translation: Executive Summary: Insights from the 2015 Global Retirement Savings Conference (pdf)
Tue Feb 23 00:00:00 EST 2016
- Executive Summary: Insights from the 2015 Global Retirement Savings Conference (pdf)
Tue Feb 23 00:00:00 EST 2016
- Chinese Translation: Executive Summary: Insights from the 2015 Global Retirement Savings Conference (pdf)
Tue Feb 23 00:00:00 EST 2016
Retirement Publications
- Highlights from the International Private Pension Systems Conference (pdf)
Wed Sep 21 00:00:00 EDT 2016
- French Translation: Executive Summary: Insights from the 2015 Global Retirement Savings Conference (pdf)
Tue Feb 23 00:00:00 EST 2016
- Executive Summary: Insights from the 2015 Global Retirement Savings Conference (pdf)
Tue Feb 23 00:00:00 EST 2016
- Chinese Translation: Executive Summary: Insights from the 2015 Global Retirement Savings Conference (pdf)
Tue Feb 23 00:00:00 EST 2016
- Insights from the 2015 Global Retirement Savings Conference (pdf)
Tue Feb 23 00:00:00 EST 2016
- Japanese Translation: Executive Summary: Insights from the 2015 Global Retirement Savings Conference (pdf)
Tue Feb 23 00:00:00 EST 2016
- Japanese Translation: Executive Summary: Insights from the 2015 Global Retirement Savings Summit (pdf)
Thu Oct 15 00:00:00 EDT 2015
- Executive Summary: Insights from the 2015 Global Retirement Savings Summit (pdf)
Thu Oct 15 00:00:00 EDT 2015
- Insights from the 2015 Global Retirement Savings Summit (pdf)
Thu Oct 15 00:00:00 EDT 2015
- Insights from the 2014 Global Retirement Savings Conference (pdf)
Wed Oct 01 00:00:00 EDT 2014
Resource Centers
- 12b-1 Fees Resource Center
- 401(k) Resource Center
- Commodity Investments Resource Center
- Credit Rating Agencies Reform Resource Center
- Exchange-Traded Funds Resource Center
- Extension of Favorable Tax Rates on Capital Gains and Dividends
- Financial Services Regulatory Reform Resource Center
- Financial Stability Resource Center
- Foreign Account Tax Compliance Act (FATCA) Resource Center
- 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
- 2016 ICI Global Annual Report to Members (pdf)
Fri Dec 02 00:00:00 EST 2016
- 2015 ICI Global Annual Report to Members (pdf)
Wed Jan 20 00:00:00 EST 2016
- 2014 ICI Global Annual Report to Members (pdf)
Mon Jan 12 00:00:00 EST 2015
ICI Global Brochures
- About ICI Global (pdf)
Tue Feb 07 00:00:00 EST 2017
