Archive

Just Launched
Website for New Executive Community Debuts

Web features introduced to aid professionals in talent acquisition and vendor discovery.

Recently Held
An Issue-Focused Meeting on Portfolio Construction

Applying the successful elements of traditional roundtable formats, this intimate version lent itself to candid discussion.

Scheduled
CE-Credit Advisor Event Returns to Chicago

With an expanded agenda and special workshop, this event delivers timely insight to the advisor community.

To Be Announced
Judging is underway for the 2018 Winners of the STAR Awards Program

Distinguished Awards debut in Advisor, Retail and Retirement Sectors.

Rebranded, Refocused
Major Trade Group Recalibrates

Name change and additional educational initiatives announced.

New Partnerships Forged
New Academic Partnerships Create Opportunities

In an effort to support the industry’s challenge to secure data talent, SGI has forged strategic relationships on behalf of our client. Through these relationships, we deliver an abundance of resources.

Campus Connection
Creating an On-Campus Connection

In an effort to solve for a growing investment management need, partnerships are underway with universities leading in their respective program areas.

Digital Events
Making the Most of Your Digital Events

Consider these tactics and potential benefits when hosting a webinar or other digital event.

2018 Trends
5 Digital Trends in 2018

From video to ROI, learn 5 essential digital trends for 2018.

Digital in California
Bringing Digital Leaders to San Francisco

SGI arranged for MFEA’s Digital Council Summit to deliver two days of best practices and insight on the industry’s most relevant issues.

2018 Insights
Marketing Insights for the New Year

As SGI looks to 2018, technology’s role in the asset management industry continues to become increasingly important for both consumers and professionals.

Data, Marketing, Skillsets
SGI Perspective: Data and Marketing and Skillets — Oh My!

If you think you’ve seen a lot of change in the asset management industry over the last few years—as they say, “you ain’t seen nothing yet!”

Marketing Toolbox
SGI Perspective: Media Relations in the Era of Digital Takeover

Media relations is a tried and true tactic in your marketing toolbox, but are you using it as effectively as you could be?

2017 Events
Association Events of 2017

Annually, SGI develops a variety of live summits, conferences, webcasts, virtual engagements and events with customizable formats. Our team provides full services from theming and speaker procurement to on-site production and digital management.

Fiduciary Era Tech
The Tech Stack for the Fiduciary Era

Client engagement technologies have come a long way over the past decade. Discover how this new tech stack will help impact your firm’s productivity and compliance goals this year. Courtesy of SGI client, MFEA.