IDC Webinar: Fair Valuation Trends and Practices

Participants had the opportunity to gain insights into the results of Deloitte's 17th annual Fair Valuation Pricing Survey and learned how valuation processes compare with those of other fund groups.

Paul Kraft and Katelyn Yorra of Deloitte led a discussion of valuation trends and common practices. Specific topics included:

• governance and oversight
• board reporting
• use of technology
• liquidity and valuation
• policies and procedures
• the latest in regulatory and market activity that affect pricing practices

Materials

• Archive Recording
• Slides (pdf)

This webinar was closed to the media and regulators.

If you have any questions, please contact the ICI Conference Division at 202-326-5968 or conferences@ici.org.