Research
Stay informed with the most recent data, trends, and analysis from ICI’s Research team.

Latest Statistical Publications

ETFs

Funds

Mutual

Funds

Trends

Market Data

Unit

Investment Trusts

View All Statistical Publications
Filter Results By

ICI Research

Showing Results 1 - 6 of 1862 Total
Four people huddles around a laptop in an office at a desk
ICI Viewpoints

A New Baseline for Valuing Private Assets in Retail Funds

By
Authors:

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...

Eric Pan CEO and President of the Investment Company Institute at CRL 2026 conference
ICI Viewpoints

Inside ICI’s First Compliance, Risk, and Legal Conference

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...

Meet the Research Team

2026 Investment Company Fact Book

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

Visit the Fact Book Website

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