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ICI Viewpoints

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

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Exchange-traded funds have transformed how millions of Americans invest, offering accessible, low-cost, and efficient options for building long-term financial security. Preserving key features of ETFs, including their tax treatment, is essential to expanding participation and supporting long-term investing.

How In-Kind Redemptions Work Imagine an ETF owns shares of many different companies. When a large investor redeems shares the ETF can respond in two ways: Sell holdings for cash: The ETF sells some...

Exchange-traded funds have transformed investing for millions of Americans. If policymakers want more Americans to start investing early, stay invested, and build long-term financial security, they should preserve the features that make ETFs accessible, affordable, and efficient. That includes preserving ETF tax treatment.

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ICI Viewpoints

A Welcome SEC Focus on Fund Proxy Modernization

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Mutual funds and ETFs are essential to how millions of Americans build long-term financial security supporting retirement, education, and other life goals. Yet investors ultimately bear the costs of an outdated fund proxy system that no longer reflects modern ownership or communication practices.

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2026 Investment Company Fact Book

Explore the comprehensive guide to trends, data, and insights in in the investment company industry. 

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Glossary of Investing terms
You can find more information about many of these entries in the chapters and appendix of the Investment Company Fact Book

2026 ICI Factbook cover version 2