Portfolio Valuation Operate Services

Deloitte’s Portfolio Valuation Operate services helps navigate complexities and build sustainable valuation services capable of keeping pace with shifting market conditions by combining powerful technologies, like ValueDTM, with teams of global specialists spanning industries and asset classes to embed sustainable operations that match the pace of shifting demands and provide real-time competitive advantage.

As a leading global valuation practice, our team comes from a wide array of varied backgrounds, specializing in different markets and industries, which includes traders, bankers, research analysts, engineers, auditors, and accountants, with a broad range of professional qualifications, including American Society of Appraisers (ASA), Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), and Financial Risk Manager (FRM).

Each year, we spend over 400,000 hours reviewing portfolio valuations prepared for our audit clients. Our industry-leading valuation skills, enriched by the insights gained through serving these clients and our understanding of audit requirements, enables us to provide documentation and deliverables that meet audit standards.

ValueD, our valuation and workflow analytics platform, uses technology at its core and leverages artificial intelligence, market-based benchmarks, and our valuation professional’s industry and product experience to create a concise visual and interactive summary. It streamlines the valuation monitoring process by providing deeper insights through real-time dynamic visualizations and on-demand portfolio valuation monitoring and updates.

Our valuation models are custom-built and client-centric, designed to meet your specific requirements and resulting in exceptional quality and precision.