ICI's New Investment Company Fact Book Released with Exciting Tool
On April 28, 2025, the Investment Company Institute (ICI) unveiled the latest edition of its Investment Company Fact Book. This publication is an essential collection of research and analysis that highlights vital statistics and insights about the asset management industry both in the U.S. and worldwide.
Eric Pan, President and CEO of ICI, emphasized the importance of this resource for policymakers, academics, and the vast network of investors, stating, "ICI's Fact Book is a vital resource for policymakers, regulators and academics as well as for millions of investors." He added, "As we celebrate another edition, we reflect on the many milestones the asset management industry has made over the past 65 years." The release of this year's Fact Book showcases the organization's commitment to providing accessible information in a dynamic format.
Key Data Points from the 2025 Edition
Among the notable findings in this latest edition are:
- - Increased Demand for Regulated Funds: In 2024, there was a significant uptick in the demand for regulated long-term funds, with net sales reaching an impressive $2.3 trillion, compared to just $767 billion in the previous year.
- - Surge in ETF Shares Issuance: 2024 also marked a significant milestone in the exchange-traded fund (ETF) market, witnessing net issuances climb to an unprecedented $1.1 trillion, a stark rise from $597 billion in 2023.
- - Widespread Fund Ownership: Fund ownership among U.S. households remains robust, exhibiting growth from 54.4% to 56%, translating to approximately 74 million households and over 125 million individual investors owning shares of mutual funds and other investment vehicles.
The Fact Book also introduces an innovative data visualization tool that will greatly enhance data accessibility and user interaction.
Innovative Data Visualization Tool
Shelly Antoniewicz, ICI's Chief Economist, expressed enthusiasm regarding the new feature, stating, "This innovative charting feature offers interactive, insightful displays of ICI's data. Users can now view data tables graphically, facilitating analysis and interpretation."
Features of the Data Visualization Tool:
- - Interactive Charts: Users can explore trends and patterns seamlessly through dynamic visualizations. The tool allows the creation and download of custom charts as images for various applications while maintaining the option to download raw data as an Excel file.
- - User-Friendly Interface: Designed with the user in mind, the interface offers intuitive navigation through complex datasets. Easy-to-use drop-down menus enable users to select specific data series and time frames for custom plotting.
The introduction of this visualization tool marks a significant step in bridging the gap between complex financial data and user engagement.
Conclusion
The 2025 Investment Company Fact Book is a testament to the hard work of ICI's dedicated team, providing valuable information that reflects key trends in the asset management sector, along with insights into the dynamics of financial stability, retirement options, and demographic shifts among investors. As the landscape of asset management continues to evolve, tools like the updated Fact Book empower users with the needed analytics to navigate the market effectively.
With these updates, stakeholders from various fields stand to gain deeper insights and better understanding of the asset management industry as it moves forward. For further details, visit ICI's official website.