Complex Asset Solutions
The investment community continues to solicit transparent valuation processes from financial intermediaries, seeking best-practice market, credit and capital risk management tools and wanting to enhance and augment their understanding of counterparty valuations, and that of their own assets.
Ongoing changes to standards are requiring many of our clients to look for independent valuation and risk management experts who keep abreast of the ever-changing regulatory landscape and have the ability to assist with quantitative modelling for the financial valuation and risk reporting required for non-traded, illiquid positions.
Furthermore, following the 2008 financial crisis that stressed the financial system considerably, regulators have required more stringent and transparent fair valuation processes. Regulatory reporting standards attributable to financial valuations, disclosures and risk reporting processes continue to evolve as do what is deemed to be best practice risk management e.g. AIFMD, IFRS13, CRDIV, CRR, SFAS 157, IAS 39, Solvency II, Basel etc.
The Duff & Phelps Complex Asset Solutions (CAS) practice is a leading solutions provider to asset managers, hedge funds and fund administrators, banks, insurers, private equity firms, commodity trading and investment firms and corporates. We provide valuation and risk management advisory services for a broad range of structured, illiquid investments and complex assets.
Complex Asset Solutions Products and Services Include:
- Derivative Risk and Valuation solutions
- Commodity Valuations and Risk Management services
- Employee Incentive Program Valuations
- Regulatory Financial Solutions
- Capital Risk Management and Reporting
- Treasury, Finance and FX Advisory services
- Whole Loan Valuation and Advisory
- Valuation of Structured Fixed Income Products
- CLO Structuring and Advisory
This edition covers insights on macro factors, fundamentals, oil distillates, industry investment, derivatives market signals, CFTC trader commitment and analyst consensus.
View our sector reports, opinion pieces and analyses of topical valuation and risk management issues.