Fast Facts

  • Founded in 1987
  • Domiciled in Vermont
  • $314 million in equity as of December 31, 2023
  • Insurance Coverages Provided
  • Entities and Individuals Insured
    • Investment Companies, including mutual funds, closed-end funds, exchange-traded funds (ETFs), and unit investment trusts (UITs)
    • Fund Directors and Officers
    • Fund Advisers, for their services to investment companies and other investment advisory clients
    • Affiliated Service Entities, including transfer agents and principal underwriters
  • Contact ICI Mutual

Data shown below represents tabulations as of December 31, 2023.

Industry Assets