Portfolio Valuations
In recent years there has been an increased focus on governance and interdependencies with regard to managing investment portfolios. Combined with the accelerated pace of regulatory changes, business investors face a wide range of alternatives that result in increased portfolio complexity and risk factors. Independent reviews of policies, processes and performance provide investors, managers and administrators with greater control and auditing of portfolio valuation assessments.
S&A assists financial service providers with objective, timely and experienced valuations of traditional and alternative portfolios, including both active and non-active market value assessments. S&A provides industry best practice procedures for evaluating investment policy and processes, with operational risk due diligence oversight.