TO STRENGTHEN THE FOUNDATION OF THE ASSET MANAGEMENT INDUSTRY FOR THE ULTIMATE BENEFIT OF THE LONG-TERM INDIVIDUAL INVESTOR. MEMBERS INCLUDE MUTUAL FUNDS, EXCHANGE-TRADED FUNDS (ETFS), CLOSED-END FUNDS, AND UNIT INVESTMENT TRUSTS (UITS) IN THE UNITED STATES, AND SIMILAR FUNDS OFFERED TO INVESTORS IN EUROPE, ASIA AND OTHER JURISDICTIONS.
Executive compensation, broken down
Form 990 · Schedule J · 11 reported individuals · Filing year 2023
- Base
- $1.5M
- Bonus
- $1.6M
- Other
- $24k
- Benefits
- $39k
- Base
- $770k
- Bonus
- $304k
- Other
- $13k
- Benefits
- $28k
- Base
- $686k
- Bonus
- $270k
- Other
- $25k
- Benefits
- $26k
- Base
- $630k
- Bonus
- $167k
- Other
- $24k
- Benefits
- $39k
- Base
- $580k
- Bonus
- $141k
- Other
- $24k
- Benefits
- $36k
- Base
- $450k
- Bonus
- $185k
- Other
- $15k
- Benefits
- $36k
- Base
- $482k
- Bonus
- $140k
- Other
- $12k
- Benefits
- $38k
- Base
- $436k
- Bonus
- $176k
- Other
- $4k
- Benefits
- $26k
- Base
- $421k
- Bonus
- $173k
- Other
- $20k
- Benefits
- $28k
- Base
- $404k
- Bonus
- $90k
- Other
- $7k
- Benefits
- $39k
- Base
- $322k
- Bonus
- $67k
- Other
- $9k
- Benefits
- $39k
| Position | Base | Bonus | Other | Benefits | Total |
|---|---|---|---|---|---|
President & CEO | $1.5M | $1.6M | $24k | $39k | $3.2M $3.5M |
General Counsel Thru 06/24 officer (unspecified) | $770k | $304k | $13k | $28k | $1.2M $1.3M |
Chief Operating Officer | $686k | $270k | $25k | $26k | $1M $1.1M |
Chief Global Affairs Officer highest compensated employee | $630k | $167k | $24k | $39k | $899k $986k |
Chief Govt. Affairs Officer highest compensated employee | $580k | $141k | $24k | $36k | $820k $899k |
Chief Economist key employee | $450k | $185k | $15k | $36k | $726k $796k |
Deputy General Counsel highest compensated employee | $482k | $140k | $12k | $38k | $711k $780k |
Deputy General Counsel highest compensated employee | $436k | $176k | $4k | $26k | $682k $748k |
Chief Strategic Comm. Officer highest compensated employee | $421k | $173k | $20k | $28k | $681k $747k |
Secretary secretary (operational) | $404k | $90k | $7k | $39k | $580k $635k |
Cfo/treasurer | $322k | $67k | $9k | $39k | $477k $522k |
Teal figures restate each filed amount in 2026 dollars.
Estimated with Washington-Arlington-Alexandria, DC-VA-MD-WV metro-area CPI-U, restating filed pay into May 2026 dollars. A restatement of past pay, not current or projected pay.
Plus 61 unpaid individuals.
Up 25%
from 2022
From $2.6M in 2022 to $3.2M in 2023.
Estimated with Washington-Arlington-Alexandria, DC-VA-MD-WV metro-area CPI-U, restating filed pay into May 2026 dollars. A restatement of past pay, not current or projected pay.
Revenue and expenses over time
INVESTMENT COMPANY INSTITUTE reported revenue and expenses across 2 filing years.
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