Homepage ICI Investment Company Institute Investment Company Institute
ICI publishes leading-edge research on financial markets, financial stability, and tax and retirement policy. ICI is also an authoritative source of statistics on the fund industry, collected from ICI member firms and trusted organizations, to provide a comprehensive assessment of the industry and its shareholders at any given point in time. This exchange makes such strategies structurally different to pure equity funds, and means that when markets are rising strongly, we would typically expect the strategies to underperform the same equity model without options.
In short, the current market represents one of the most attractive markets in which to invest since the ILS market came into being, with yields at very high, indeed record, levels. From March 2020, the Commission publishes its implementing decisions on authorisations granted to individual EU members for bilateral investment agreements. The EU agreed in November 2015 on a reformed investment dispute settlement approach to stay up-to-date with the highest standards of legitimacy and transparency. This introduced clearer and more precise rules on investment protection by creating a permanent dispute settlement mechanism called the Investment Court System. In its Trade Policy Review, the European Commission announced its intention to pursue sustainable investment agreements with Africa and the Southern Neighbourhood, focusing on investment facilitation.
Recent Industry Statistics
The need for infrastructure investment is forecast to reach $94 trillion between 2016 and 2040, with a $15 trillion investment gap. Electricity, telecoms, rail and water sectors are expected to account for over 60% of the required investment. The listed infrastructure sector also provides a liquidity benefit versus unlisted infrastructure, as well as a valuation arbitrage opportunity. Listed infrastructure https://test-alltech-blueprint.pantheonsite.io/2025/09/23/calvenridge-trust-review-2025/ has recently lagged the performance of both MSCI World and unlisted infrastructure valuations, despite strong long-term performance and correlation between listed and unlisted. The sector offers more stable earnings growth, lower price volatility and better long-term Sharpe ratios, a measure of risk-adjusted return. Amid a challenging economic backdrop and the rising risk of recession, it’s worth noting the low volatility and defensive qualities of sustainable infrastructure.
Take Action for a Gender-Inclusive and Climate-Resilient Future
Any investment should be made based on a full understanding of the relevant documentation, including a private placement memorandum or offering documents where applicable. When share prices are not rising above the strike prices (so potentially in falling, sideways or slowly rising markets), the option strategy can add to performance. The EU is the world’s main provider and the top global destination of foreign investment.
- Join Orion for a webinar on proven strategies to attract, serve, and retain HNW clients.
- The views expressed reflect current market conditions and are subject to change without notice.
- With higher inflation seemingly here to stay, the inflation-hedging elements of infrastructure come to the fore.
Supported through ICI’s advocacy for policies that protect and empower individual investors nationwide. Today’s legacy brokerage and custody infrastructure became a limiting factor for our company’s growth. Upvest’s solution offers us a scalable and borderless option to further expand our business.“ Offer your end users fully customised portfolios of stocks or ETFs – and soon you’ll be able to add crypto assets.
IA Learning
As the industry is shifting to a regulated and more transparent environment, we are beyond excited to announce that VIAINVEST is becoming a regulated ember of the finance market by acquiring the investment brokerage firm (IBF) license. Designed to meet the evolving complexities of wealth and investment management. ICI released a statement applauding Secretary Bessent for his forward-thinking leadership and recognition of the critical role financial markets play in ensuring American economic growth. We have a brand new look, and we’ve added new products and services on top of everything our clients loved about Nutmeg – all designed to help even more people achieve their financial goals. You can even hold stocks within an income generating strategy that don’t pay any dividends, and still generate a yield from them – such as holding the big US tech stocks at market weight. Currently, if you want to invest in income paying stocks using a call overwriting strategy in the US – for example – you can earn a dividend yield of 5% vs the index yield of 2%.
Manage your investments, see exactly where you’re invested, and track performance in a few taps. High-net-worth clients want more than performance—they want a trusted advisor who delivers personalized, proactive service. Join Orion for a webinar on proven strategies to attract, serve, and retain HNW clients. Whether you’re new to the space or refining your approach, you’ll gain insights to deepen relationships and grow with confidence. Based in the United States, Fidelity Investments is among the most diversified financial services companies in the world. Our fundamental mission is to help customers and clients achieve their financial objectives.
This initiative is being developed in negotiations for a Sustainable Investment Facilitation Agreement with Angola, and the EPA deepening negotiations with five countries of Eastern and Southern Africa. IIX has introduced two new frameworks for Indonesia that align global sustainable finance standards with national regulations, embedding gender considerations across the entire capital market lifecycle. IIX and ITOCHU Corporation launched Japan’s first Orange Bond, raising JP¥15.2 billion (~US $102M) to advance gender equality. Proceeds will fund women’s training, inclusive workplaces, fertility support, and perinatal healthcare.
The bond’s first US$60 million tranche is part of a larger deal set to benefit over 770,000 women and communities in solar energy and agriculture across the Global South. The Orange Bond Verification and Training is an international training program empowering second-party opinion providers across six continents to apply the Orange label to bonds and loans globally. With our impact-first approach, you can invest in initiatives that generate financial returns while transforming the lives of women, girls, and communities.