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  • Issues & Advocacy

    Issues & Advocacy

    Stay informed of the policy priorities ICI champions on behalf of individual investors and the asset management industry.

    • Key Policies
      • Ensuring Tax Fairness and Financial Security
      • Establishing Certainty in Financial Regulations
      • Expanding Access to Private Markets
      • Modernizing Disclosure for a Digital World
      • Retirement Fairness for Educators and Nonprofit Employees
      • Standing Up for Main Street Investors and Retirement Savers
    • Comment Letters
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    Latest Comment Letters:
    ICI Default BG
    Comment Letter

    Coalition Letter to Support the Passing of the Growth Act of 2025

    June 11, 2026
    ICI Default BG
    Comment Letter

    ICI Letter to FSOC on Artificial Intelligence and Financial Stability

    June 11, 2026
    ICI Default BG
    Comment Letter

    ICI Comment Letter on FinCen Proposed Reforms to AML/CFT Program

    June 8, 2026
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        • Monthly Active and Index Data
        • Monthly ESG Investing Data
        • Quarterly Worldwide Regulated Open-End Fund Market
      • Mutual Funds
        • Weekly Estimated Long-Term Mutual Fund Flows
        • Weekly Money Market Fund Assets
        • Monthly Money Market Fund Portfolio Data
        • Monthly Trends in Mutual Fund Investing
        • Monthly Mutual Fund Complex Assets
        • Quarterly Long-Term Mutual Fund Asset Composition
        • Quarterly Mutual Fund Assets in Retirement Accounts
        • Quarterly Mutual Fund Distributions
        • Annual Institutional Mutual Fund Shareholder Data
      • Exchange Traded Funds
        • Weekly Estimated ETF Net Issuance
        • Monthly Exchange-Traded Fund Data
      • Closed-End Funds
        • Quarterly Closed-End Fund Assets
      • UITs
        • Monthly Unit Investment Trust Deposits
      • More Statistics
        • 529 Plan Program Statistics
        • Quarterly Retirement Market Data
    • Investment Company Fact Book
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    ICI Default BG
    Fact Book

    Simplified Chinese Translation – 2026 Investment Company Fact Book: Quick Facts Guide (pdf)

    June 8, 2026
    Latest Research
    A couple sitting on their sofa with their dog looking at a laptop
    ICI Viewpoints

    ETF Tax Treatment Supports Fairness, Efficiency, and Long-Term Investing

    June 9, 2026
    ICI Default BG
    Fact Book

    Simplified Chinese Translation – 2026 Investment Company Fact Book: Quick Facts Guide (pdf)

    June 8, 2026
    ICI Default BG
    Fact Book

    Japanese Translation – 2026 Investment Company Fact Book: Quick Facts Guide (pdf)

    June 8, 2026
  • Resource Hubs

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    ICI Default BG
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    June 11, 2026
    ICI Default BG
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    15-17

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    Issues & Advocacy

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    Stay informed of the policy priorities ICI champions on behalf of individual investors and the asset management industry.

    • Key Policies
      Key Policies
      • Ensuring Tax Fairness and Financial Security
      • Establishing Certainty in Financial Regulations
      • Expanding Access to Private Markets
      • Modernizing Disclosure for a Digital World
      • Retirement Fairness for Educators and Nonprofit Employees
      • Standing Up for Main Street Investors and Retirement Savers
    • Comment Letters
    • Amicus Briefs
  • Research
    Research

    Research

    Explore research from ICI’s experts on industry-related developments, trends, and policy issues.

    View all Research

    • Statistics
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      • All Statistics
      • Combined ETF and Mutual Funds
        Combined ETF and Mutual Funds
        • Weekly Combined Estimated ETF and Long-Term Flows
        • Monthly Active and Index Data
        • Monthly ESG Investing Data
        • Quarterly Worldwide Regulated Open-End Fund Market
      • Mutual Funds
        Mutual Funds
        • Weekly Estimated Long-Term Mutual Fund Flows
        • Weekly Money Market Fund Assets
        • Monthly Money Market Fund Portfolio Data
        • Monthly Trends in Mutual Fund Investing
        • Monthly Mutual Fund Complex Assets
        • Quarterly Long-Term Mutual Fund Asset Composition
        • Quarterly Mutual Fund Assets in Retirement Accounts
        • Quarterly Mutual Fund Distributions
      • Exchange Traded Funds
        Exchange Traded Funds
        • Weekly Estimated ETF Net Issuance
        • Monthly Exchange-Traded Fund Data
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        • Quarterly Closed-End Fund Assets
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        • Monthly Unit Investment Trust Deposits
      • More Statistics
        More Statistics
        • 529 Plan Program Statistics
        • Quarterly Retirement Market Data
    • Investment Company Fact Book
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      Defined Contribution Plans
      • 401(k)s
        401(k)s
        • Employee Benefit Research Institute (EBRI) /ICI 401(k) Database
        • The ICI/ISS Defined Contribution Plan Profile
        • 401(k) Plan Services, Fees, and Expenses
      • Defined Contribution Plan Investors
      • Defined Contribution Plan Participant Activities
      • Households' Views on Retirement Savings
      • Income from Retirement Plans
      • Retirement Plan Coverage and Participation
    • Exchange-Traded Funds
      Exchange-Traded Funds
      • ETF Owning Households
    • Fees and Expenses
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      • IRA Investors
      • The IRA Investor Database™
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    • DOL Fiduciary Duty Rule
    • ESG
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    • Fraud Prevention
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    • Individual Retirement Account
    • Innovation
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  2. KELLY O'DONNELL
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Kelly O'Donnell
Author

Kelly O'Donnell
Senior Director, Operations & Transfer Agency

Senior Director, Operations & Transfer Agency

Viewpoints by this Author

Updating What “Small” Means in Today’s Asset Management Industry
Elder Financial Exploitation Is a Growing Crisis—But Pending Legislation Holds Promise
Verify, Then Trust: Preventing Online Investment Scams
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