Valuation Services


Portfolio Valuation Services

Valuation specialists for investment management companies

Portfolio valuations have always been a complex aspect of investment management, especially for private investments and “hard-to-value” securities with limited market data for comparison. Deloitte's Portfolio Valuation Services can help.

Navigating complexities in valuation requirements for alternative investment management companies

Portfolio valuation is challenging: It requires an in-depth understanding of markets, the asset in question, the company and its competitors, and financial and nonfinancial information.

At the same time, increased scrutiny from regulators, auditors, and investors has brought greater demand for more transparent, consistent, and well-documented valuation. The current valuation landscape is further complicated by volatile markets, “unicorn” valuations, and recent AICPA guidance on valuation of private equity and venture capital investments.

Independent, third-party portfolio valuation services can enhance transparency and consistency to meet stakeholder requirements, reduce perceived conflicts of interest, and mitigate risk across your organization.

Deloitte valuation specialists can fill a vital role, particularly when investment managers require more rigorous and objective valuation of diverse or illiquid investments.

What is the potential impact of COVID-19 on your portfolio valuations?

Why Deloitte?

The Deloitte difference: Our unique background and experience providing portfolio valuation services set us apart.

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View on-demand webcasts.

Investment valuation and governance: Industry trends and benchmarking
The valuation of investments continues to be a focal point for fund managers, fund directors, and regulators alike. What procedures should be in place for proper oversight of the valuation process?

Investment management year-end tax update
This podcast series brings to life articles on mergers and acquisitions topics in the financial services industry. It addresses how operating environments for insurers, banks, and other financial services firms are undergoing dramatic change.

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George Psarianos

George Psarianos

Managing Director

George is a managing director and the US Portfolio Valuation Services leader. George has more than 19 years of experience in the valuation profession with a particular expertise in the valuations of b... More

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