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Portfolio Valuation

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.

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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

Alternative Asset Advisory

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Valuation Services

Valuation Services

Objective valuations for financial reporting, tax and management planning purposes.

Valuation Services
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Tax Services

Innovative tax advisory and compliance services encompassing property tax, sales and use tax, and site selection and incentives.

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Seamless analytical advisory through the deal continuum, from transaction origination to closing.

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M&A Advisory

Middle-market M&A advisory differentiated by industry expertise and superior deal execution.

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Real Estate Advisory Group

Real Estate Advisory Group

Leading provider of real estate valuation and consulting for investments and transactions.

Real Estate Advisory Group

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Roundtable: African Sovereign Wealth and Pension Funds United in Fight Against COVID-19 − Infrastructure and Valuation

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Valuation

The Duff & Phelps Created Value Attribution Whitepaper Series: Value Preservation in the Age of COVID-19: Assessment and Conveyance

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