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We have 20 years of experience managing executive communities in the investment management industry.

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Association Management

Closed-End Fund Association (CEFA) is the national trade association representing the closed-end fund industry. CEFA is committed to educating investors about the many benefits of unique investment products and to providing a resource for information about its members and their offerings.

Mutual Fund Education Alliance (Mfea) is the national trade association for mutual fund executives whose companies offer funds direct, through supermarkets or through third parties and financial advisors.

Executive Councils bring together fund professionals in specific practice areas to examine strategies, exchange ideas and discuss industry trends.

• ECOMMERCE COUNCIL— Focuses on planning and executing digital marketing
and mobile strategies

• INTERMEDIARY DISTRIBUTION— Focuses on challenges and opportunities in fund distribution
and product management

• INTEGRATED MARKETING— Focuses on strategies in the areas of retail and third party
marketing, shareholder communications, corporate image and public relations

• RETIREMENT INVESTMENT & INCOME— Focuses on the areas of retirement
and defined benefits

Small Funds Network (SFN) was created by SGI to help address the unique needs of smaller mutual fund companies who have demanding responsibilities and needs but very real limitations necessitated by scale.