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Deloitte & Touche LLP

Deloitte offers a range of qualitative and quantitative consulting services in the areas of financial instrument valuation, modeling, model validation and model risk management, risk management, and valuation and model governance. Our financial instrument specialization includes financial derivatives, structured products, energy and resources, and vendor pricing.

Financial instrument valuation

  • Security portfolio pricing
  • Third-party pricing services management, due diligence and documentation
  • Independent valuation services
  • Financial instrument valuation testing and documentation
  • Product coverage, including securities, derivatives, structured products, and energy and resources

Model risk management and validation

  • Validating client models
  • Assisting in the design and implementation of a model risk management process
  • Reviewing model validation processes, procedures, and framework relative to regulatory requirements and leading practices
  • Providing related qualitative and quantitative services

Valuation policies and procedures

  • Assistance in the assessment and/or implementation of valuation governance structures and
  • Independent Price Verification (IPV) processes and procedures
  • Valuation and IPV policies, procedures and methodologies
  • Monitoring and reporting processes
  • Documentation

Quantitative modeling and analytics

  • Portfolio risk modeling
  • Model enhancement services, custom risk modeling and scenario analysis
  • Risk-on-demand services

Featured insights

  • Fair value pricing survey: Finding the formula that fits
    This 2013 survey captures important industry information regarding mutual fund valuation trends, developments and leading practices.

As used in this document, “Deloitte” means Deloitte & Touche LLP and its subsidiaries. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

Dig deeper

  • Meet Alexey Surkov
    Partner, Deloitte & Touche LLP.
  • Valuation adjustments: The ABCs of CVA, DVA, and FVA
    View the archive of this March 2014 webcast.

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