Engaging with stakeholders is important for the PCAOB to effectively execute on our mission. Thanks to the @ICI Independent Directors Council for hosting me yesterday and allowing me to provide an update on our efforts to improve audit quality and protect investors.

We were honored to hear from @PCAOBChairJim Logothetis on the audit process and delivering on the @PCAOB_News' mission to protect investors at our Independent Directors Council's 2026 Fund Directors Conference. Thank you for speaking to our director community!

A big thank you to @SECGov Director of the Division of Investment Management @BrianDalyTweets for joining our Independent Directors Council 2026 Fund Directors Conference in Scottsdale, AZ! We were grateful to hear about the SEC's deregulatory agenda, including industry ery and modernizing Rule 17a-7.

One year after the @SECGov signaled broader ETF share class relief, firms are beginning to put the structure into practice. Read more about the latest developments in ETF share class adoption: bit.ly/4i1EGbP

ICI President & CEO Eric Pan will be stepping down from his role following his six-year tenure in which he strengthened ICI's influence in Washington and around the world, expanded its advocacy on behalf of funds and investors, and delivered significant policy achievements that havee of the asset management industry. Pan will remain in the role until his successor can be found, with the plan of leaving by June 30, 2027.

Read more: bit.ly/4juWvky

Our 2026 Annual Report highlights the progress we made to support long-term investors and help every day Americans secure their financial futures. Read our report to learn how we’re shaping public policy, supporting our members, and leading conversations that are driving the ry forward: bit.ly/4s3BMqr

Helping people start investing earlier in life can strengthen long-term financial outcomes and improve financial resilience. In honor of #IOSCOWIW2026, learn how ICI Global has recommended ways to help Europe move from a culture of savers to a culture of investors, drawing on ed Kingdom, the United States, Sweden, and Japan: bit.ly/3Vn0xBF

ICI’s Board of Governors has elected Andrew Schlossberg, President and Chief Executive Officer of Invesco, to a second year as its Chair and George Walker, Chairman and CEO of @followneuberger, to a second year as Vice Chair. Read more: bit.ly/4dpf7Pe

🔹 Kristie Feinberg, CFA, President & CEO, Manulife John Hancock Investments and Retirement
🔹 Michael A. Forrester, Independent Director, Nuveen, a TIAA company Funds
🔹 Michael Hunstad, President, Northern Trust Asset Management
🔹 Joseph F. Keenan, MBA, Independent Director, ALPS ETF Series Trust, WisdomTree Digital Trust, and MAN ETF Series Trust
🔹 Ted M. Maloney, CEO, MFS Investment Management
🔹 Edmund F. Murphy III, President & CEO, Empower
🔹 Jeff Tarlin, Senior Advisor, Fidelity Investments
🔹 Matthew Toms, CEO, Voya Investment Management

Knowing what you pay matters. As we recognize #IOSCOWIW2026, learn how ICI has advocated for clearer and more consistent investment cost disclosures to help investors compare products, understand costs, and make informed investment decisions: bit.ly/4yLhwvW

Financial literacy is one of the strongest tools investors have to help protect themselves from fraud, misinformation, and costly financial mistakes. As we recognize #IOSCOWIW2026, learn why improving financial literacy remains a global priority: bit.ly/3VjtWg2

As investing becomes increasingly digital, investors need access to clear, reliable information to make informed financial decisions. This #IOSCOWIW2026, learn about the retail investor journey and how strong investor protection can support confidence in digital markets.

Read @ESMAcomms on the retail investor journey: bit.ly/47AJnD9

As we recognize #IOSCOWIW2026, investor resilience starts with having diverse investment solutions that can support long-term goals through every stage of life. Target date funds, also known as life cycle strategies, help investors stay on track by automatically adjusting making them a valuable tool for retirement readiness.

Explore why ICI has been active in recommending the Japanese government make greater use of diversified investment vehicles like TDFs: bit.ly/4rO0PO0

ICI is proud to support #WorldInvestorWeek2026, a global campaign led by @IOSCOPress focused on investor resilience, digital deception, and scam awareness.

Worldwide regulated open-end fund assets reached $95.2 trillion across 44 jurisdictions in Q2 2026, highlighting the nt funds play in helping investors pursue long-term goals around the world. Learn more: bit.ly/3VvIxF9

ICI Chief Economist Shelly Antoniewicz joined @BBGIntelligence's Inside Active podcast to discuss the trends reshaping active management and the broader investment landscape. Listen below ⬇️

As product innovation continues to evolve, fund boards play a critical role in overseeing new offerings. During this #ICITAC session, Tami Fagely, Heather Goldman, Lori Novak of @CohenCoNews, Brian Wixted, and IDC’s Nicole Baker discussed product development through the fund ing the considerations directors weigh when evaluating new products and emerging opportunities.

During our #ICITAC Day 3 keynote, Liz Koehler explored how professionals can lead themselves through change by reframing their mindset, sharpening their focus, and embracing feedback to support long-term success.

Staying ahead of evolving reporting and oversight expectations requires a broad view across examinations, disclosures, and financial reporting. #ICITAC speakers Dorina Spahija of ICI, and Catalina Jaime and Jacob Sandoval of the @SECGov discussed SEC and SOX exam trends, ancial reporting, and Form N-PORT considerations facing fund reporting and control teams.

Lauren Davides of @JPMorgan, Chris DiJulia of @Fidelity, and Liz Vaughn of @Vanguard discussed the operational challenges facing fund tax teams and the processes that support accurate, timely tax compliance and reporting, with Jedidiah Marshall of @KPMG leading the #ICITAC conversation.

#ICITAC panelists Brian Bouchard of @KPMG, Sharon Ferrari of @abrdn and Meg Ryan of the @SECGov discussed how firms combine models, market inputs, and professional judgment to value private assets, with Julie Roach of First Eagle Investments leading the conversation.