Our portfolio valuation operate services
Navigating complexities in valuation requirements
Regulatory and compliance challenges
The complexity of portfolio valuations continues to grow, while simultaneously, demands for more consistent and in-depth documented valuations are intensifying due to increased scrutiny from regulators, auditors, and investors.
Navigating complexities in valuation requirements
Enhancing transparency
Private investment entities often own a variety of securities that are often illiquid and not publicly traded. In such cases, establishing their value can be a challenging task due to the absence of a market to determine the price. Portfolio valuation services can significantly enhance transparency and uniformity, meet stakeholder expectations, decrease perceived conflicts of interest, and reduce organizational risk.
Navigating complexities in valuation requirements
Maintaining independence
Valuation services are especially valuable when investment managers need an unbiased valuation for their various illiquid investments. A private equity portfolio valuation performed by a disinterested third party not only provides a credible value but also equips the fund with the required information to finalize its financial statements.
${slide-4-title}
${slide-4-name}
${slide-4-text}
${slide-5-title}
${slide-5-name}
${slide-5-text}
${slide-6-title}
${slide-6-name}
${slide-6-text}
${slide-7-title}
${slide-7-name}
${slide-7-text}
${slide-8-title}
${slide-8-name}
${slide-8-text}
${slide-9-title}
${slide-9-name}
${slide-9-text}
${slide-10-title}
${slide-10-name}
${slide-10-text}
What sets us apart
The Deloitte Advantage: Our background and experience providing portfolio valuation services set us apart. Our portfolio valuation operate services address the challenges and complexities of valuation requirements by offering the required blend of capabilities for continuous clarity and confidence in your valuation process to enhance efficiency and reduce risks.
Latest insights
1 / 2
Get in touch
Ready to move forward? Let's connect
We’d love to hear about your needs and business challenges, even if you’re not sure what your next step is.