Chris Franzek
Managing Director
Alternative Asset Advisory
New York
Chris FranzekPortfolio Valuation
Contact us
Duff & Phelps specializes in assisting clients with the valuation of alternative investments, specifically securities and positions for which there are no "active market" quotations.
The increased focus on independence and governance along with regulatory changes are forcing a wide range of alternative asset investors and managers, including private equity firms, hedge funds, business development companies, limited partners, corporations and pension and endowment funds to seek objective valuation advice. Independent reviews of fair value policies, procedures and results provide comfort to investors, fund administrators and accounting managers as well as auditors regarding the entity's valuation assessment.
Portfolio Valuation services include:
- Alternative assets valuation in accordance with SFAS 157: Fair Value Measurements and IAS 39 Financial Instruments: Recognition and Measurement
- Advice on emerging Fair Value issues initiated by FASB, IASB and governmental bodies
- Portfolio valuation best practices consulting for alternative asset investors and managers, private equity firms, hedge funds, business development companies, limited partners, corporations and pension and endowment funds, including practical guidance regarding industry standards such as the Private Equity Industry Group Guidelines (PEIGG) and International Private Equity Valuation (IPEV) guidelines
Related Services
Valuation Advisory
Valuation Services
Objective valuations for financial reporting, tax and management planning purposes.
Valuation Services
Compliance and Regulatory Consulting
By Jurisdiction
Regionally targeted assistance for asset managers in compliance program development, implementation and maintenance
By Jurisdiction
Valuation Advisory
Tax Services
Property tax, site selection, transfer pricing, sales and use tax and unclaimed property advisory.
Tax Services
Governance, Risk, Investigations and Disputes
Securities Litigation
Assistance with complex securities litigation.
Securities Litigation
Corporate Finance
Transaction Advisory Services
Seamless analytical advisory through the deal continuum, from transaction origination to closing.
Transaction Advisory Services
Corporate Finance
M&A Advisory
Middle-market M&A advisory differentiated by industry expertise and superior deal execution.
M&A Advisory
Corporate Finance
Fairness and Solvency Opinions
Independent opinions for boards of directors and special committees.
Fairness and Solvency Opinions
Valuation Advisory
Real Estate Advisory Group
Leading provider of real estate valuation and consulting for investments and transactions.
Real Estate Advisory GroupInsights
Publication
Secondary Market Advisory Newsletter – Fall 2018
by Richard Olson
Ryan McNelley Shares Insights at GAIM London 2018
Report
Valuation Insights, Second Quarter 2018
Report
Measuring Financial Instruments at Fair Value: The Potential Pitfalls of Electing the Cost Practical Expedient
by David Larsen
Report
The SEC Looks to the Most Vulnerable
by Rosemary Fanelli
Report
Too Much Too Soon?
by Hannah Rossiter
