Valuations

Firms learned a lot valuing their portfolios in the unprecedented chaos of the first quarter of 2020. That’s given them some clarity on Q2, but there are still some major unknowns.

Most first quarter valuations are already finalized, but a study from fund administrator Gen II Fund Services gives some insight into how fund managers expected the pandemic to affect their valuations as they worked through them in April.

We should banish the idea that listed markets are the ‘right’ reference for pricing assets, writes Cyril Demaria.

The SEC's Jay Clayton said that a proposed rule aims to clean up language in the Investment Company Act that makes boards liable for fund valuations.

As the European Commission seeks to update AIFMD, Cyril Demaria of Wellershoff & Partners urges the sector to come up with counter-proposals for the sake of the industry and economic growth.

Neuberger Berman COO says AML/KYC regs will, and should, come to the US private markets; A universal guide to valuations; State Street and iCapital join up to target HNWIs, family offices, and (eventually) retail

How ESG climbed the compliance agenda, patchy cybersecurity insurance and better valuations guidance were discussed at length at the San Francisco event.

AICPA released its final fair valuation guideline catered to VC and PE firms on August 19. Here's some reactions from experts across the industry.

Private equity valuations are 'holding pretty steady', according to Dan DiDomenico of Murray Devine, who authored the firm's report on the subject.

Blinn Cirella, CFO of Saw Mill Capital, discusses the structure of valuation committees as well as how they should operate and who should be involved.