What we do

 

 

We are continuously evolving our services to respond to our clients' ever increasing demands.

 

 

 

 

 

 

 

 

 

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Initiatives

Digital Media and e-Communications—SGI is expanding the role of digital media in the investment management industry through ongoing digital and e-communications campaigns, digital conferences, online event management, and eMarketing initiatives.

Executive Summits—These exclusive events bring together hundreds of senior financial executives to explore major trends impacting the investment management industry.

MediaSGI’s extensive relationship with financial press facilitates coverage in leading industry and investor publications.

STAR AWARDS—This national awards program created by the SGI team rewards excellence in shareholder communications. Now in its 15th year, this program is recognized as the standard of excellence in the mutual fund industry.

Strategic PartnershipsSGI has built business relationships with senior executives in the top investment firms in the world. This affinity with the fund industry means we are always part of the "ongoing conversation," allowing us to provide timely insight to our clients about trends, solutions and opportunities that contribute to their success.

Trade Shows—SGI’s strategic relationships with leading investment industry service providers allow for co-op opportunities and reduced participant rates.

WebinarsSGI hosts multiple customized webinars directed at investment management executives, where members have the opportunity to interact with key executives and consultants.