Matt Fink was with the Investment Company Institute from 1971 to 2004 and served as its president from 1991 to 2004. He is the author of a history of mutual funds, “The Rise of Mutual Funds: An Insider's View,” (Oxford University Press, 2008). A new edition, covering the 2008 financial crisis and its impact on mutual funds, has just been published.

Since publication of the first edition of my book, I have lectured on mutual fund history at over 20 venues, including think tanks, historical societies, law firms, and mutual fund boards.  Some of the most frequently asked questions about mutual fund history and my responses are as follows.

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