See why leading investment companies choose CEFA to increase closed-end fund and interval fund education and awareness, and advance their organizational goals.
Advisor Engagement
A network of thousands of financial advisors relies on CEFA for closed-end fund and interval fund education and insights, creating valuable engagement opportunities for members through events, content and more.
Brand & Product Awareness
A national, multi-brand marketing program elevates member brands and investment products by providing financial advisors and investors with the education and insights they seek. Members can participate in events, advertising and the CEF Insights podcast and video series, as well as distribute their own content through CEFA’s high-visibility channels.
Issue Advocacy
A longstanding voice in the industry, CEFA advocates on key issues. From an educational campaign on the importance of shareholder voting to a survey to improve closed-end fund reporting, CEFA has a track record of working to enhance and protect members’ collective image and industry environment.
Investor & Media Relations
CEFA is a resource to financial media, providing them with information on CEFA events and content to generate positive awareness for members and the industry. CEFA also supports investor relations efforts by sharing member news across its channels.
Thought Leadership
By sharing unique perspectives and expertise through events, the CEF Insights podcast and video series and other CEFA content, members are positioned as thought leaders within specific sectors and the industry overall.
Performance Data & Insights
Members are empowered with performance data and insights for the CEFA events and content they participate in, enabling them to know the impact of CEFA’s marketing program and maximize future efforts.
Member-Led & Customizable
Every member has a voice in the direction and activities of CEFA, resulting in an organization that reflects the unique goals of its members and enables them to engage when and how they prefer.