ICI President & CEO Eric Pan will be stepping down from his role following his six-year tenure in which he strengthened ICI's influence in Washington and around the world, expanded its advocacy on behalf of funds and investors, and delivered significant policy achievements that have helped shape the future of the asset management industry. Pan will remain in the role until his successor can be found, with the plan of leaving by June 30, 2027.
Read more: bit.ly/4juWvky
Our 2026 Annual Report highlights the progress we made to support long-term investors and help every day Americans secure their financial futures. Read our report to learn how we’re shaping public policy, supporting our members, and leading conversations that are driving the asset management industry forward: bit.ly/4s3BMqr
Helping people start investing earlier in life can strengthen long-term financial outcomes and improve financial resilience. In honor of #IOSCOWIW2026, learn how ICI Global has recommended ways to help Europe move from a culture of savers to a culture of investors, drawing on experiences in the United Kingdom, the United States, Sweden, and Japan: bit.ly/3Vn0xBF
ICI’s Board of Governors has elected Andrew Schlossberg, President and Chief Executive Officer of Invesco, to a second year as its Chair and George Walker, Chairman and CEO of @followneuberger, to a second year as Vice Chair. Read more: bit.ly/4dpf7Pe
🔹 Kristie Feinberg, CFA, President & CEO, Manulife John Hancock Investments and Retirement
🔹 Michael A. Forrester, Independent Director, Nuveen, a TIAA company Funds
🔹 Michael Hunstad, President, Northern Trust Asset Management
🔹 Joseph F. Keenan, MBA, Independent Director, ALPS ETF Series Trust, WisdomTree Digital Trust, and MAN ETF Series Trust
🔹 Ted M. Maloney, CEO, MFS Investment Management
🔹 Edmund F. Murphy III, President & CEO, Empower
🔹 Jeff Tarlin, Senior Advisor, Fidelity Investments
🔹 Matthew Toms, CEO, Voya Investment Management
Knowing what you pay matters. As we recognize #IOSCOWIW2026, learn how ICI has advocated for clearer and more consistent investment cost disclosures to help investors compare products, understand costs, and make informed investment decisions: bit.ly/4yLhwvW
Financial literacy is one of the strongest tools investors have to help protect themselves from fraud, misinformation, and costly financial mistakes. As we recognize #IOSCOWIW2026, learn why improving financial literacy remains a global priority: bit.ly/3VjtWg2
As investing becomes increasingly digital, investors need access to clear, reliable information to make informed financial decisions. This #IOSCOWIW2026, learn about the retail investor journey and how strong investor protection can support confidence in digital markets.
Read our recommendations to @ESMAcomms on the retail investor journey: bit.ly/47AJnD9
As we recognize #IOSCOWIW2026, investor resilience starts with having diverse investment solutions that can support long-term goals through every stage of life. Target date funds, also known as life cycle strategies, help investors stay on track by automatically adjusting investments over time, making them a valuable tool for retirement readiness.
Explore why ICI has been active in recommending the Japanese government make greater use of diversified investment vehicles like TDFs: bit.ly/4rO0PO0
ICI is proud to support #WorldInvestorWeek2026, a global campaign led by @IOSCOPress focused on investor resilience, digital deception, and scam awareness.
Worldwide regulated open-end fund assets reached $95.2 trillion across 44 jurisdictions in Q2 2026, highlighting the important role investment funds play in helping investors pursue long-term goals around the world. Learn more: bit.ly/3VvIxF9
ICI Chief Economist Shelly Antoniewicz joined @BBGIntelligence's Inside Active podcast to discuss the trends reshaping active management and the broader investment landscape. Listen below ⬇️
In the latest episode of Inside Active, I spoke with @ICI's Chief Economist Shelly Antoniewicz on why active & passive aren’t necessarily competing for the same dollar, what fund flows can and can’t tell us about investor behavior, and why mutual funds remain durable in retirement accounts even as ETFs gain ground elsewhere.
@BBGIntelligence
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As product innovation continues to evolve, fund boards play a critical role in overseeing new offerings. During this #ICITAC session, Tami Fagely, Heather Goldman, Lori Novak of @CohenCoNews, Brian Wixted, and IDC’s Nicole Baker discussed product development through the fund board's lens, highlighting the considerations directors weigh when evaluating new products and emerging opportunities.
Staying ahead of evolving reporting and oversight expectations requires a broad view across examinations, disclosures, and financial reporting. #ICITAC speakers Dorina Spahija of ICI, and Catalina Jaime and Jacob Sandoval of the @SECGov discussed SEC and SOX exam trends, disclosure reviews, financial reporting, and Form N-PORT considerations facing fund reporting and control teams.
“There’s nothing that [@PCAOB_News] should be doing that all stakeholders are not familiar with. The only thing that matters is this organization doing the right things. And the best way I can deal with that, if asked at any point or at any level, is by telling them exactly what’s out there and what we put out to the public all the time.” – Jim Logothetis, PCAOB #ICITAC
“In some ways, people believe that the @PCAOB_News is kind of a black box. I want to demystify all of that. Our mandate is to go through the inspection process and find opportunities to help the accounting firms improve audit quality.” – Jim Logothetis, PCAOB #ICITAC
On AI, @PCAOB_News’ Logothetis says “The challenge is going to be for all of us, including the PCAOB, is to make sure we clearly understand and walk through this transformation because there’s going to be elements of it that are going to take time. There’s going to be pilots, there’s going to be opportunities to understand what they’re trying to do. Some of them will come suddenly, and we need to be ready for those changes.” #ICITAC
“For the younger leaders here, don’t lose focus on what’s most important: to protect investors, because those investors are people that rely on you, and rely on all of us in the ecosystem.” – Jim Logothetis, @PCAOB_News
