Association Management

Over 150 asset management firms and third-parties are members of SGI-managed trade associations and councils; as well as other properties. We provide everything from executive leadership, to fiduciary management to administrative, to end-to-end support.

Fully-Managed Trade Associations and Executive Councils
It takes experience, capability and in-depth industry knowledge to provide fully-managed association management. Among the many areas of responsibility for these clients is providing executive leadership and fiduciary management.

CEFA (Closed-End Fund Association — 15 years) is the national trade association representing the closed-end fund industry. CEFA is committed to educating financial advisors and investors about the many benefits of unique investment products and providing a resource for information about its members and their offerings. As the management company for CEFA, we pioneered a secondary marketing program for the industry which includes elements such as a content marketing program and continuing education events for registered advisors.

MFEA (Mutual Fund Education Alliance — 25 years) is the national trade association for mutual fund executives in the Digital, Distribution, Marketing and Product areas of the business. Through these groups our firm has moved to the forefront as a leading knowledge-broker in technology and innovation. Among the many roles we serve for the MFEA is the operation of a website for investor education and the development of agendas for numerous Summits, conferences and roundtables that focus on innovation and best practices.

Executive Councils
SGI pioneered Executive Councils to bring together key executive constituencies in specific practice areas to examine strategies, exchange ideas and discuss industry trends:
Digital Council (16 years):
Focuses on planning and executing digital marketing and mobile strategies
Distribution Council (12 years):
Focuses on the dynamic challenges and opportunities in distributing mutual funds across multi channels.
Marketing Council (10 years):
Focuses on strategies of retail and third party marketing, shareholder communications, corporate image and public relations
Product Council (3 years):
Explores trends, challenges and opportunities in the critical business areas of product development, management and governance.

Asset Management Technology Exchange (AMTEC)
This wholly-owned property of SGI is set to launch and will feature a Council of leading technology providers to the fund industry, as well as a signature Technology Exhibition featuring workshops and presentations.


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