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.

Many businesses have experienced significant declines in market capitalization as a result of the unprecedented impact of and market reaction to COVID-19. Some of these impacts may be tied to temporary factors and extreme volatility in the markets, while others reflect longer-lasting or even permanent shifts in the business or industries in which these companies operate. This will affect financial reporting for both March 31 quarter-end and beyond. The impact of COVID-19 also raises a number of valuation considerations to be aware of when valuing a fund’s investment holdings. Click here to learn how Deloitte can help you navigate this unprecedented situation.

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.

Why Deloitte?

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

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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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