Overview
Lobbying Costs
1,500,000€ - 1,749,999€
Financial year: Oct 2023 - Sep 2024
Lobbyists (Full time equivalent)
4.4 Fte (16)
Lobbyists with EP accreditation
5
High-level Commission meetings
30
Lobbying Costs over the years
-
Info
Investment Company Institute (ICI)
EU Transparency Register
296711210890-30 First registered on 26 Mar 2013
Goals / Remit
The Investment Company Institute (ICI) is the leading association representing the global asset management industry in service of individual investors. ICI members are located in Europe, North America and Asia and manage fund assets of 44.5 trillion Euros, including UCITS, mutual funds, exchange-traded funds (ETFs), closed-end funds, unit investment trusts (UITs) and similar funds in these different jurisdictions. ICI has offices in Brussels, London, and Washington, DC.
Main EU files targeted
In discharging its mission to strengthen the foundation of the asset management industry for the ultimate benefit of the long-term individual investor, ICI is engaged in all relevant aspects of financial services related regulatory development and reform in the EU.
Address
Head Office
1401 H St., NW,Suite 1200
Washington, DC DC 20005
UNITED STATESEU Office
4 Rue de la Science5th floor
Brussels 1000
BELGIUMWebsite
-
People
Total lobbyists declared
16
Employment time Lobbyists 75% 3 50% 1 25% 3 10% 9 Lobbyists (Full time equivalent)
4.4
Lobbyists with EP accreditation
All Lobbyists with EP accreditation over time
5 accreditations were / are live (in bold) for the selected state of 04 Jan 2025
Name Start date End Date Margaret Elizabeth LANCE 09 Oct 2024 08 Oct 2025 Claudia Grau Cadiñanos 26 Aug 2024 25 Aug 2025 Corrado CAMERA 08 Aug 2024 07 Aug 2025 Tracey Wingate 29 Aug 2024 28 Aug 2025 Anna Klein 12 Aug 2024 11 Aug 2025 Margaret Elizabeth LANCE 04 Apr 2024 04 Oct 2024 Michael PEDRONI 04 Apr 2024 04 Oct 2024 Max LANGEHEINE 23 Jun 2023 27 Jun 2024 Corrado CAMERA 17 Aug 2023 16 Aug 2024 Victor VAN HOORN 17 Aug 2023 16 Aug 2024 Margaret Elizabeth LANCE 14 Apr 2023 26 Apr 2024 Michael PEDRONI 14 Apr 2023 26 Apr 2024 Victor VAN HOORN 21 Sep 2022 17 Aug 2023 Corrado CAMERA 09 Sep 2022 17 Aug 2023 Ms Margaret LANCE 19 Mar 2022 18 Mar 2023 Michael PEDRONI 18 Mar 2022 18 Mar 2023 Mr Giles Swan 18 Oct 2019 17 Oct 2020 Ms Linda FRENCH 18 Oct 2019 17 Oct 2020 Ms Anna DRIGGS 16 Oct 2019 16 Oct 2020 Mr Patrice Bergé-Vincent 07 May 2019 07 May 2020 Stephanie ORTBALS-TIBBS 19 Apr 2019 01 May 2020 Ms Linda FRENCH 06 Nov 2018 18 Oct 2019 Mr Giles Swan 19 Sep 2018 19 Sep 2019 Ms Anna DRIGGS 15 Sep 2018 01 Oct 2019 Jennifer CHOI 03 Jan 2018 20 Dec 2018 Mr Dan Waters 05 Dec 2017 02 Dec 2018 Mr Patrice Bergé-Vincent 05 Dec 2017 02 Dec 2018 Mr Dan Waters 10 Mar 2016 10 Mar 2017 Ms Eva Mykolenko 10 Mar 2016 10 Mar 2017 Ms Susan Olson 20 Jan 2016 19 Jan 2017 Mr Giles Swan 09 Jan 2016 08 Jan 2017 Mr Patrice Bergé-Vincent 09 Jan 2016 08 Jan 2017 Ms Susan Olson 18 Oct 2014 15 Oct 2015 Ms Eva Mykolenko 18 Oct 2014 15 Oct 2015 Mr Giles Swan 18 Oct 2014 15 Oct 2015 Mr Dan Waters 18 Oct 2014 15 Oct 2015 Mrs Susan Olson 18 Oct 2014 27 Jan 2015 Mrs Eva Mykolenko 18 Oct 2014 27 Jan 2015 Complementary Information
The persons referred to in this section spend a varying amount of their time involved in activities covered by the Register. Activities are performed by 16 staff members whom individually spend between 0.5-65% of their time on activities covered by the Register represent, in aggregate, 4.4 FTE.
Person in charge of EU relations
Data not provided by Register Secretariat due to GDPR
Person with legal responsibility
Data not provided by Register Secretariat due to GDPR
-
Categories
Category
Trade and business associations
-
Networking
Affiliation
ICI Global is an associate member of the International Organisation of Securities Commissions (IOSCO)
Member organisations
https://www.ici.org/member-organizations
-
Financial Data
Interests represented
Promotes their own interests or the collective interests of their members
Closed financial year
Oct 2023 - Sep 2024
Lobbying costs for closed financial year
1,500,000€ - 1,749,999€
Major contributions in closed year
None declared
Intermediaries for closed year
Name Amount fti consulting 100,000€ - 199,999€ fleishman hilliard 100,000€ - 199,999€ Intermediaries for current year
Name fti consulting belgium fleishman-hillard Closed year Costs
1,500,000€ - 1,749,999€
Other financial info
The cost estimate includes staff costs, office & administrative expenses, representation costs, & outsourced activity costs
-
EU Structures
Groups (European Commission)
None declared
Groups (European Parliament)
N/A
Communication activities
None declared
Other activities
None declared
Meetings
Meetings
30 meetings found. Download meetings
The list below only covers meetings held since November 2014 with commissioners, their cabinet members or directors-general at the European Commission; other lobby meetings with lower-level staff may have taken place, but the European Commission doesn't proactively publish information about these meetings. For more information about which commissioner is responsible for which portfolio, check out this link: https://commissioners.ec.europa.eu/index_en All information below comes from European Commission web pages.
1 July 2024: We have noted that some meetings are appearing in duplicate, ie. some meetings seem to be listed twice. This seems to be because the Commission changes some element of a meeting data after the meeting has first been listed, which causes LobbyFacts to register it as a new meeting. We are investigating further.
-
Date 19 Jun 2024 Location Brussels Subject CMU DG Financial Stability, Financial Services and Capital Markets Union Attending - John Berrigan (Director-General)
-
Date 19 Jun 2024 Location Brussels Subject Capital Markets Union Cabinet Cabinet of Commissioner Mairead Mcguinness Attending - Patricia Reilly (Cabinet member)
- Florian Denis (Cabinet member)
Other Lobbyists -
Date 23 Apr 2024 Location Brussels Subject CMU in general.Retail investment Strategy and Macroprudential Stability. DG Financial Stability, Financial Services and Capital Markets Union Attending - John Berrigan (Director-General)
-
Date 09 Apr 2024 Location Brussels Subject Non-Bank Financial Intermediation (NBFI) Cabinet Cabinet of Commissioner Mairead Mcguinness Attending - Florian Denis (Cabinet member)
-
Date 16 Nov 2023 Location Brussels Subject RIS, SFDR and financial stability DG Financial Stability, Financial Services and Capital Markets Union Attending - John Berrigan (Director-General)
-
Date 06 Nov 2023 Location Brussels Subject Retail Investment Strategy , UCITS funds Cabinet Cabinet of Commissioner Mairead Mcguinness Portfolio Financial services, financial stability and Capital Markets Union Attending - Florian Denis (Cabinet member)
- Patricia Reilly (Cabinet member)
-
Date 18 Jul 2023 Location Brussels Subject Distribution of Retail financial products Cabinet Cabinet of Commissioner Mairead Mcguinness Portfolio Financial services, financial stability and Capital Markets Union Attending - Agnieszka Drzewoska (Cabinet member)
- Mairead McGuinness (Commissioner)
- Patricia Reilly (Cabinet member)
Other Lobbyists -
Date 20 Apr 2023 Location Brussels Subject Corporate sustainability due diligence, sustainable finance, retail investment strategy Cabinet Cabinet of Executive Vice-President Valdis Dombrovskis Portfolio An Economy that Works for People Attending - Andrea Beltramello (Cabinet member)
-
Date 27 Oct 2022 Location BERL Subject Sustainable Finance Cabinet Cabinet of Executive Vice-President Valdis Dombrovskis Portfolio An Economy that Works for People Attending - Andrea Beltramello (Cabinet member)
-
Date 27 Oct 2022 Location Brussels Subject retail investment strategy, sustainable finance, asset management Cabinet Cabinet of Commissioner Mairead Mcguinness Portfolio Financial services, financial stability and Capital Markets Union Attending - Patricia Reilly (Cabinet member)
- Florian Denis (Cabinet member)
-
Date 27 Oct 2022 Location Brussels Subject Retail investment and asset management Cabinet Cabinet of Commissioner Mairead Mcguinness Portfolio Financial services, financial stability and Capital Markets Union Attending - Patricia Reilly (Cabinet member)
- Florian Denis (Cabinet member)
-
Date 30 Jun 2022 Location video call Subject Investment fund regulation Cabinet Cabinet of Executive Vice-President Valdis Dombrovskis Portfolio An Economy that Works for People Attending - Andrea Beltramello (Cabinet member)
-
Date 09 Jun 2022 Location Virtual meeting Subject Sustainable finance, CSDDD Cabinet Cabinet of Commissioner Mairead Mcguinness Portfolio Financial services, financial stability and Capital Markets Union Attending - Florian Denis (Cabinet member)
- Darta Tentere (Cabinet member)
-
Date 16 Mar 2022 Location videoconference Subject EC Priorities for 2022 CMU sustainable finance MMFs RIS Cabinet Cabinet of Commissioner Mairead Mcguinness Portfolio Financial services, financial stability and Capital Markets Union Attending - Mairead McGuinness (Commissioner)
- Florian Denis (Cabinet member)
-
Date 09 Nov 2021 Location Brussels Subject Sustainable Finance Cabinet Cabinet of Commissioner Mairead Mcguinness Portfolio Financial services, financial stability and Capital Markets Union Attending - Katherine Power (Cabinet member)
- Mairead McGuinness (Commissioner)
Other Lobbyists -
Date 09 Nov 2021 Location video conference Subject Sustainable finance, Capital Markets Union Cabinet Cabinet of Executive Vice-President Valdis Dombrovskis Portfolio An Economy that Works for People Attending - Andrea Beltramello (Cabinet member)
Other Lobbyists -
Date 09 Nov 2021 Location Brussels Subject AIFMD, CMU DG Financial Stability, Financial Services and Capital Markets Union Attending - John Berrigan (Director-General)
-
Date 20 Sep 2021 Location Brussels Subject AIFMD,/UCITS review Brexit MMFs Cabinet Cabinet of Commissioner Mairead Mcguinness Portfolio Financial services, financial stability and Capital Markets Union Attending - Florian Denis (Cabinet member)
Other Lobbyists -
Date 19 Nov 2019 Location Brussels Subject CMU, sustainable finance Cabinet Cabinet of Vice-President Valdis Dombrovskis Portfolio Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union Attending - Andrea Beltramello (Cabinet member)
-
Date 26 Feb 2018 Location Brussels Subject Regulation of investment funds: cross-border distribution, PEPP, prudential regime for investment firms Cabinet Cabinet of Vice-President Valdis Dombrovskis Portfolio Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union Attending - Andrea Beltramello (Cabinet member)
-
Date 09 Jun 2017 Location Brussels Subject CMU; Long Term Investments Cabinet Cabinet of Vice-President Valdis Dombrovskis Portfolio Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union Attending - Tatyana Panova (Cabinet member)
-
Date 08 Jun 2017 Location Brussels Subject European Capital Markets Cabinet Cabinet of Vice-President Jyrki Katainen Portfolio Jobs, Growth, Investment and Competitiveness Attending - Marlene Madsen (Cabinet member)
-
Date 07 Jun 2017 Location Brussels Subject Investments in Europe DG Financial Stability, Financial Services and Capital Markets Union Attending - Olivier Guersent (Director-General)
-
Date 22 Mar 2017 Location Brussels Subject Fund Distribution, PEPP Cabinet Cabinet of Vice-President Valdis Dombrovskis Portfolio Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union Attending - Tatyana Panova (Cabinet member)
- Valdis Dombrovskis (Vice-President)
Other Lobbyists -
Date 29 Nov 2016 Location Brussels Subject financial services agenda Cabinet Cabinet of President Jean-Claude Juncker Portfolio President Attending - Paulina Dejmek Hack (Cabinet member)
-
Date 14 Nov 2016 Location Brussels Subject US election and its geopolitical consequences, relationship between EU and USA, global investment funds DG Financial Stability, Financial Services and Capital Markets Union Attending - Olivier Guersent (Director-General)
-
Date 20 Oct 2016 Location Brussels Subject Commission’s PEPP consultation Cabinet Cabinet of President Jean-Claude Juncker Portfolio President Attending - Paulina Dejmek Hack (Cabinet member)
-
Date 19 Oct 2016 Location Brussels Subject PEPP initiative Cabinet Cabinet of Vice-President Jyrki Katainen Portfolio Jobs, Growth, Investment and Competitiveness Attending - Marlene Madsen (Cabinet member)
-
Date 12 Oct 2015 Location Brussels Subject Markets in Financial Instruments Directive II Cabinet Cabinet of Vice-President Valdis Dombrovskis Portfolio Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union Attending - Lee Foulger (Cabinet member)
-
Date 17 Mar 2015 Location Brussels Subject Capital Markets Union Cabinet Cabinet of Vice-President Valdis Dombrovskis Portfolio Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union Attending - Lee Foulger (Cabinet member)