Portfolio valuations have always been a challenging part of managing assets, particularly when it comes to private investments and “hard-to-value” securities that have little available market data to compare them.
In addition, there is a growing need for more open, consistent, and thoroughly documented valuation due to increased oversight from investors, auditors, and regulators. Volatile markets, “unicorn” valuations, and new AICPA guidelines on the valuation of venture capital and private equity investments all contribute to the complexity of the present valuation environment.
Third-party portfolio valuation services, which are independent, can help your business eliminate potential conflicts of interest, decrease risk, and meet stakeholder needs by improving transparency and consistency.
Specialists in valuation from Allinial Global – Sulaiman Al Bassam and Partners can play a significant role, especially when investment managers demand more thorough and impartial appraisal of a variety of illiquid or varied investments.
