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  1. 更多详情 2024 年《白皮书》数据表 华盛顿特区 • 布鲁塞尔 • 伦敦 • WWW.ICI.ORG 基金的主要行业协会。投资公司协会的使命是加强资产管理行业的基础,以更好满足长期个人投资

  2. Data in this ICI Research Perspective on the number and percentage of households owning IRAs are based on ICI’s Annual Mutual Fund Shareholder Tracking Survey, which was conducted …

  3. See the ICI State Tax Survey for information about specific reporting requirements and minimum thresholds in certain states. Certain jurisdictions (for example, District of Columbia) may not …

  4. The Investment Company Fact Book remains one of ICI Research’s most visible products. In its 64th edition, this ICI publication continues to provide the public and policymakers with a …

  5. Before elaborating on the details of this Action Plan, it is important to underscore a central point: ICI members do not believe that centralising supervisory authority in the asset management …

  6. 米国年金制度は退職後の所得代替率の維持に効果的 アメリカ人の多くは引退後も50 代後半当時の手取り収入と比較して高い割合の手取り収入を維持していることが、ICIストによる税 …

  7. These priorities are not in rank order and in submitting this list of key ICI priorities, we do not mean to suggest that other items—whether put forward by ICI or others—are not deserving of …

  8. The Investment Company Fact Book remains one of ICI Research’s most visible products. In its 65th edition, this ICI publication continues to provide the public and policymakers with a …

  9. ICI uses asset-weighted averages to summarize the expense ratios that shareholders pay through funds. In this context, asset-weighted averages are preferable to simple averages, which …

  10. ICI reexamined its Annual Mutual Fund Shareholder Tracking Survey in 2022, and the figures presented in this paper for the 2024 survey reflect the revised sampling and weighting …