With private assets making up a key and growing part of many investment portfolios, it’s important for investors to have robust monitoring processes in place. A core part of a monitoring framework for private assets is valuation monitoring. As can be seen from recent FCA consultations, this is an increased area of focus, and it is clearly important for private assets to be valued in a robust and independent way. So what can asset owners/managers do to ensure that they have a good framework in place?
Key Objectives:
- to identify the role of various stakeholders involved in the process including independent valuers
- to list the key industry valuation guidelines
- to list the key types of valuation methods for private assets (debt and equity)
- to breakdown the key inputs into the valuations
- to examine various approaches to monitoring the valuations, alongside resource and time considerations
- to publish papers/presentations covering any findings from above and working party’s recommendations
Outputs:
| Chair: | TBC |
|---|---|
| Membership: | 3 |
| Established: | 2021 |
Related documents
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Guidance for Member-Led Research Working Parties
9 November 2017
Contact Details
If you want more information about this research working party please contact the Communities Team.
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