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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
Mission | Investment Company Institute Mission ICI’s Mission To strengthen the foundation of the asset management industry for the ultimate benefit of the long-term individual investor Building a strong foundation for the industry by helping to strengthen policy and regulatory frameworks and encouraging sound governance, operational, and fiduciary practices
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 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
Homepage - ICI Investment Company Institute | Investment Company Institute ICI works with regulators and policymakers in the United States and around the world, bringing to bear robust legal and economic analysis to support its efforts and applying a deep understanding of regulatory and policymaking processes and priorities