Webinar Archive - 2024 Fair Valuation Pricing Survey: Building and Strengthening the Valuation Operating Model

Two years after adopting Rule 2a-5, the industry reflects on changes to valuation policies, technology, and board reporting. Survey results suggest that it's time to build and strengthen the valuation operating model, with a pointed focus on benchmarking against peers while also preparing for shifts in the industry. Unique valuation challenges emerge within asset diversification, including private credit, cryptocurrency, and more. Fund groups must adapt existing policies to ensure accurate valuations, so that they can optimize portfolio performance and maintain investor confidence.

Deloitte's Paul Kraft, partner and Investment Management Marketplace Excellence Leader, and Audit & Assurance Senior Managers Michelle Coombs and Matt Morlock dive in to the results from the 22nd annual Fair Valuation Pricing Survey that confirms that valuation remains a critical focus for fund groups.

This webinar originally aired on January 7, 2025.