SGAM Alternative Investments (SGAM AI) has announced that its New York-based affiliate, SG Asset Management Inc., will offer customized alternative investment portfolio advisory services to institutional investors worldwide complemented by information and services provided by investment researcher Morningstar, Inc.
The advisory services will allow clients to participate in and receive detailed information about the investment process with respect to their portfolio.
Morningstar’s contribution will include hedge fund data, indices, research reports, performance ratings and operational ratings, as well as portfolio ratings and statistical analysis tools.
Timothy Parrott, managing director in the Alternative Investments team of SG Asset Management Inc. in New York, will lead the initiative with John Rekenthaler, vice president of research for Morningstar.
“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,” says Ari Assayag, global head of hedge funds for SGAM AI. “Our strategy, which focuses on the convergence of traditional and alternative investments, takes a significant step forward through our venture with Morningstar.”