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 IAS 39 Financial Instruments: Recognition and Measurement and SFAS 157: Fair Value Measurements
- Advice on emerging Fair Value issues initiated by AcSB, IASB and FASB, 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
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Fairness and Solvency Opinions
Fulfill your fiduciary responsibilities when considering many corporate transactions.Fairness and Solvency Opinions
Real Estate Advisory Group
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Valuation and asset appraisal for financial reporting, income tax, investment and risk management purposes.Valuation Services
Tax valuation and consulting in connection with transactions, compliance, planning and disputes.Tax Valuation
Valuation and financial analysis for income tax filings and disputes.Tax Litigation