SGAM Adds Morningstar Data To Advisory Platform

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.


In Depth

Q&A: Decathlon Capital On Revenue-Based Alternative Lending

Oct 30 2017 | 3:49pm ET

The explosion in private credit activity since the end of the financial crisis is...

Lifestyle

CFA Institute To Add Computer Science To Exam Curriculum

May 24 2017 | 9:25pm ET

Starting in 2019, financial industry executives sitting for the coveted Chartered...

Guest Contributor

Saxby: Not All EBITDA Is Created Equal

Nov 30 2017 | 8:02pm ET

Record levels of dry powder are driving competition among private equity firms to...