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 Services
Objective valuations for financial reporting, tax and management planning purposes.
Valuation Services
By Jurisdiction
Regionally targeted assistance for asset managers in compliance program development, implementation and maintenance
By Jurisdiction
Tax Services
Property tax, site selection, transfer pricing, sales and use tax and unclaimed property advisory.
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Transaction Advisory Services
Seamless analytical advisory through the deal continuum, from transaction origination to closing.
Transaction Advisory Services
M&A Advisory
Middle-market M&A advisory differentiated by industry expertise and superior deal execution.
M&A Advisory
Fairness and Solvency Opinions
Independent opinions for boards of directors and special committees.
Fairness and Solvency Opinions
Real Estate Advisory Group
Leading provider of real estate valuation and consulting for investments and transactions.
Real Estate Advisory GroupInsights
Publication
Duff & Phelps Contributes to ILPA’s Guidance for GP-Led Secondary Transactions
by Dexter Blake
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
News
Duff & Phelps Awarded Best Valuations Firm for Hard to Value Assets
Henk Oosterhout Appointed to IVSC Business Valuation Standards Board
