SGI builds, manages and facilitates executive communities that help professionals in the investment management industry address the rapid pace of change.
The Era of Communities
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Data Deep Dive
The Rise of ESG
Product Outlook
Product Outlook
Upcoming Events
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Issues
THE TECH STACK
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SHARED SERVICE MODELS
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DEVELOPING ESG STANDARDS
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Initiatives
ADVISOR EDUCATION CENTER
The Advisor Education Portal is a collaboration among leading investment management firms to provide the latest information regarding products, investment concepts, and approaches to managing advisor practices.
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ADVISOR SUMMIT PROGRAM
The Advisor Summit Program offers financial advisors the chance to gain insight from closed-end fund industry experts and portfolio managers, exchange ideas, and obtain the latest information on issues and trends.
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THE STAR AWARDS
For over 20 years the STAR program has honored outstanding marketing and communications and now, more than ever before, the emphasis is on the educational value of entries.
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Send Us Your Views
Contact us with community ideas or issues you’d like to discuss.