Portfolio Valuation Services

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.