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
Regulatory ClarityRegulatory Clarity
Middle-market M&A advisory differentiated by industry expertise and superior execution.
Fairness and Solvency Opinions
Fulfill your fiduciary responsibilities when considering many corporate transactions.
Real Estate Advisory Group
Leading provider of real estate valuation and consulting for investments and transactions.
Valuation and asset appraisal for financial reporting, income tax, investment and risk management purposes.
Tax valuation and consulting in connection with transactions, compliance, planning and disputes.
Valuation and financial analysis for income tax filings and disputes.
U.S. Security and Exchange Commission’s New Fund Valuation Framework Rule
Are Broker Quotes Sufficient in Estimating Fair Value?
The Duff & Phelps Created Value Attribution Whitepaper Series: Value Preservation in the Age of COVID-19: Assessment and Conveyance
Valuation Insights – Third Quarter 2020
David Larsen Shares Insights with Bloomberg Tax on Process Modernization for Equity Funds
Duff & Phelps Ranked No.1 for Portfolio Valuations by Leaders League
Ross Hostetter Discusses Valuation Challenges for Private Companies
Duff & Phelps’ Global Funds Survey on the Impact of COVID-19 on Investment Valuations was Quoted in Reuters