Saturday, 26 July 2014
Last updated 22 hours ago
Jun 5 2007 | 11:54am ET
SG Asset Management has enlisted ratings maven Morningstar to boost its customized alternative investment portfolio advisory.
The New York-based affiliated of Société Général’s SGAM Alternative Investments plans to offer the new service to institutional investors worldwide. Clients will have access to data from Morningstar’s three-year-old hedge fund database, which tracks some 8,000 funds and funds of funds. In addition, Chicago-based Morningstar will provide indices, research reports, performance ratings and operation ratings to SGAM clients.
“The ability for an institutional client working with SGAM AI to obtain Morningstar’s independent perspective on a portfolio, relative to their investment objectives, should make investing in alternatives significantly more accessible than in the past,” Arié Assayag, global hedge of hedge funds at SGAM AI, said.
Jul 8 2014 | 10:48am ET
The surge in derivatives regulation is among the most complex challenges facing the financial services industry today. Northern Trust’s Joshua Satten recently spoke with FINalternatives to share insights into the challenges presented by new regulation and explore how the industry is responding. Read more…