In an environment of volatile markets, potential conflicts of interest, and regulatory changes, it is critical for fund and investment managers to hire an advisor who can help them navigate the portfolio valuation process, provide objective advice, and withstand scrutiny from all sides.
We provide periodic valuations to assist our clients with financial reporting requirements. Stout understands the complexity of valuing financial instruments such as illiquid equity, debt, and derivatives. We have a proven track record of helping clients gain confidence in their fair value reporting, and we provide insight in developing clients' policies and procedures.
With Stout, you can count on advice that is independent, objective, and well-documented. Our defensible valuations comply with relevant reporting standards and policies that meet best practices, ensure consistency, and offer transparency.
Stout has established best practices for valuation procedures specific to portfolios of numerous companies and with multiple securities per company. We take time to understand the intricacies associated with each engagement.
We have expertise establishing and supporting the fair value for investments not regularly traded in public markets. These types of investments include:
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