The Regulation of Mutual Funds
Competition with Other Investment Vehicles for Retirement Savings

Although the mutual fund industry has grown phenomenally in recent years and now holds more than $8 trillion in securities, it still operates in a highly competitive market. Mutual funds today face strong competition from defined contribution plans and particularly from 401(k) investments. Administrators of 401(k) and other pension plans, aware of their fiduciary responsibilities, may be seeking out the most inexpensive management—especially for index fund investments that track the market indexes, and others that do not require active management. In this environment, bank trust and collective investment funds have grown faster than mutual funds and become major providers of investment services to defined contribution and 401(k) plans. This conference will examine the reasons for this growth and its implications for the regulation of mutual funds.

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Peter J.
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Events Calendar
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    FRI
Thursday, October 02, 2014 | 9:00 a.m. – 10:30 a.m.
Campbell Brown talks teacher tenure

We welcome you to join us as Brown shares her perspective on the role of the courts in seeking educational justice and advocating for continued reform.

Event Registration is Closed
Friday, October 03, 2014 | 12:00 p.m. – 1:00 p.m.
Harnessing the power of markets to tackle global poverty: A conversation with Jacqueline Novogratz

AEI welcomes you to this Philanthropic Freedom Project event, in which Novogratz will describe her work investing in early-stage enterprises, what she has learned at the helm of Acumen, and the role entrepreneurship can play in the fight against global poverty.

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