About Us


About the Investment Company Institute Education Foundation

Formed in 1989, the ICI Education Foundation (ICIEF) is the educational affiliate of the Investment Company Institute, the leading global association of regulated funds. ICIEF partners with government agencies and other nonprofit organizations to develop, deliver, and promote investment education programs to a variety of specific audiences. The foundation also participates in financial education advocacy coalitions, conferences, and initiatives that promote saving and investing nationwide.

Celebrating 30 Years of Encouraging Investor Education


Paul Schott Stevens, president and CEO of ICI and board member of ICIEF, discusses the work and legacy of ICIEF over its nearly 30-year history.

Since 2010, ICIEF has partnered with Junior Achievement of Greater Washington (JA) through its Finance Park program for middle-school students. ICIEF’s contribution includes an educational exhibit and interactive game at Finance Park locations in Fairfax County, VA, and in Montgomery County and Prince George’s County, MD. Learn more about ICIEF’s partnership with JA.

Other initiatives earlier in ICIEF’s history include the introduction of investor education materials into historically black colleges and universities through the Society for Financial Education and Professional Development. ICIEF also partnered with the SIFMA Foundation to incorporate mutual funds into the Stock Market Game™, (a market simulation with curriculum materials correlated to educational standards) and to train teachers how to use it in the classroom.

In April 2009, ICIEF launched a microgrant program for schools and other nonprofit organizations to incorporate investor education into existing financial education courses, programs, or activities within the greater metropolitan Washington, DC, area. For more information about the microgrant program, please see the grant guidelines and eligibility requirements.

ICIEF has worked with the US Labor Department on retirement savings summits, with the US Securities and Exchange Commission (SEC) on the Facts on Saving and Investing Campaign, and for several years during which the SEC held investor town meetings, ICIEF sponsored a seminar on understanding mutual funds. Beginning in 2011, working with the Departments of Treasury and Education, ICIEF funded an awards program to encourage participation by DC high schools and DC high school students in the National Financial Capability Challenge.

ICIEF is a partner of the American Savings Education Council, the Alliance for Investor Education, and the Jump$tart Coalition for Personal Financial Literacy.

For more information about ICIEF, please contact Tina Kilroy, vice president, or Mike McNamee, president, and follow ICIEF on Twitter, Facebook, and LinkedIn.