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August 30, 2015 8:34 PM ET

Professional Services

Company Overview of Investment Company Institute

Company Overview

Investment Company Institute (ICI) is an association of investment companies that represents members on issues of legislation, regulation, taxation, public information, economic and policy research, business operations, and statistics. The association’s members include more than 8600 mutual, close-end, and exchange-traded funds and sponsors of unit investment trusts. It offers industry updates and publishes reports. Investment Company Institute was formerly known as National Committee of Investment Companies. ICI was founded in 1940 and is based in Washington, District of Columbia.

1401 H Street North West

Suite 1200

Washington, DC 20005

United States

Founded in 1940

Phone:

202-326-5800

Fax:

202-326-5841

Key Executives for Investment Company Institute

Chief Operating Officer
Chief Public Communications Officer
Chief Economist
Managing Director of the Independent Directors Council
Compensation as of Fiscal Year 2015.

Investment Company Institute Key Developments

Investment Company Institute Promotes Martin Marty Burns as Senior Director of Operations and Distribution and Acting Chief Industry Operations Officer

Martin Marty Burns has been named chief industry operations officer at Investment Company Institute, promoted from his position as senior director of operations and distribution and acting chief industry operations officer at the Institute. In his new role, Burns will report directly to ICI President and CEO Paul Schott Stevens. As chief industry operations officer, Burns will lead the Institute's operations staff with responsibility for a full range of industry initiatives related to transfer agency, shareholder servicing, clearance and settlement, custody, fund accounting and reporting, and technology. Burns joined ICI in 2006 as director of operations and distribution. From 1999 to 2006, he served as national account executive and vice president and product manager for SunGard Institutional Brokerage Inc. Burns has also held various positions with PNC Bank, SEI, Bank of America, and the Federal Deposit Insurance Corporation.

Investment Company Institute Presents at The Investment Management Summit ­ Europe, Sep-16-2014 04:10 PM

Investment Company Institute Presents at The Investment Management Summit ­ Europe, Sep-16-2014 04:10 PM. Venue: Millennium Hotel, Mayfair, London, United Kingdom. Speakers: Susan Olsen, Senior Counsel - International Affairs.

Investment Company Institute Elects F. William McNabb III as Chairman

The Investment Company Institute's Board of Governors has elected F. William McNabb III, Chairman and CEO, The Vanguard Group, to serve as ICI Chairman for a one-year term. In addition, the ICI membership elected a slate of Governors. McNabb is Chairman and CEO of Vanguard. He was first elected to ICI's Board of Governors in 2008 and has served on the Institute's Executive Committee since 2009. McNabb joined Vanguard in 1986, became CEO in 2008, and was named chairman of the board of directors and the board of trustees in 2009. Previously, he led each of Vanguard's client-facing business divisions, most recently serving as managing director of Vanguard's institutional and international businesses. As Chairman, McNabb will preside over the Board of Governors, the governing body of the Institute, and the Executive Committee of the Board. The Board is responsible for setting policy and overseeing activities of the Institute, whose members include mutual funds, closed-end funds, exchange-traded funds, and unit investment trusts.

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