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Research | Investment Company Institute The 2025 ICI Operational Resiliency Tabletop Exercise, simulated a prolonged outage at AlphaPrime Trust Company caused by its fourth-party vendor, CoreDataX The disruption affected critical processes such as trade matching, settlement, and client reporting, engaging 42 firms and over 50 participants to examine fourth-party risk and strengthen
Events | Investment Company Institute Join the brightest minds in operations, compliance, and technology as ICI Innovate returns with a bold agenda focused on the future of asset management Over three days, you'll explore
Statistics | Investment Company Institute Please visit our classification definitions page for detailed information on ICI’s classifications for closed-end funds, exchange-traded funds, and mutual funds
Global Affairs | Investment Company Institute With translations now available in Chinese and Japanese, ICI Global research and analyses help stakeholders understand global developments, lessons from the US system, and the powerful role funds can play in helping savers build retirement resources
ICI to SEC: E-Delivery Can Save Investors Billions “ICI’s data finds that — even using conservative estimates — American middle-class investors would save several billion dollars by switching to default e-delivery,” said ICI President and CEO Eric Pan
ICI Releases Investment Company Fact Book With New Data Visualization . . . “ICI’s Fact Book is a vital resource for policymakers, regulators and academics as well as for millions of investors As we celebrate another edition of the Fact Book, we reflect on the many milestones and progress the asset management industry has made over the past 65 years
Release: Active and Index Investing, September 2025 - ici. org For more information about ICI data and classifications, please visit our FAQs If you have any questions or would like to request additional comments on this or data on another topic, please contact a member of ICI’s Media Relations team at media@ici org