Searching Content indexed under Fund Management/ REITs by Duff and Phelps ordered by Published Date Descending.
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What General Partners Need To Know About The New Valuation Guidelines For Alternative Investments
A new valuation guide exclusively focused on valuations associated with portfolio company investments has been released.
9 Jul 2019
Documentation Of Capital Asset Management Policies And Procedures
Many transactions take place over the useful lives of capital assets, from initial capital planning and budgeting to ultimate disposal.
United States
8 Jul 2019
Duff & Phelps' U.S. Equity Risk Premium Recommendation Increased From 5.0% To 5.5%, Effective December 31, 2018
The Equity Risk Premium ("ERP") changes over time. Fluctuations in global economic and financial conditions warrant periodic reassessments of the selected ERP and accompanying risk-free rate.
United States
29 May 2019
Small AIFMs - Mind The Transaction Reporting Gap
A year on from the Markets in Financial Instruments Directive II (MiFID/MiFIR) and transaction reporting is still an area of confusion for alternative investment fund managers (AIFMs).
4 Apr 2019
Valuation Insights – Greater China Edition First Quarter 2019
In this edition of Valuation Insights, we look at regulatory changes, report releases and market trends from the first quarter of 2019.
12 Mar 2019
NFA Internal Controls System Interpretive Notice
Each Commodity Pool Operator (CPO) Member must develop a framework and implement an internal controls system that deters errors and fraudulent activity by employees, management, and third parties in order to safeguard customer funds.
United States
15 Feb 2019
One-Year Countdown To SM&CR: Key Considerations For Firms
Duff & Phelps has extensive knowledge and experience in advising firms on the transition to the SM&CR.
22 Jan 2019
Duff & Phelps Global Enforcement Review
There are signs that a new regulatory enforcement landscape is coming into view.
22 Jan 2019
Don't Overpay CGT On Property Disposals
During the Autumn Budget 2018, Her Majesty's Revenue and Customs (HMRC) introduced measures affecting non-UK residents and how they are taxed on the disposal of both commercial and residential UK real estate.
17 Jan 2019
Secondary Market Advisory Newsletter – Fall 2018
It is true that the secondaries market in general has experienced rapid growth over the last decade and that European GP-led deals have outpaced U.S. deals.
United States
14 Jan 2019
Regulatory Focus – September 2018
In this edition of Regulatory Focus, the experts in Duff & Phelps' UK Compliance and Regulatory Consulting team, provide a detailed synopsis of the latest news and publications issued...
7 Nov 2018
Spotlight On Sectors
Big banks are still attracting the largest fines from financial regulators. Similar to previous years, investment banking globally was the recipient of the lion's share of penalty amounts handed out in 2017, with fines totaling US$20.6 billion.
31 Oct 2018
Risk Management, Measures And Metrics
When it comes to the risk management of investment assets, either individually or on a portfolio scale, there are a number of choices to be made relative to the investment appetite of the firm and the risk profile of the underlying exposures.
United States
31 Oct 2018
Uncertainties Dominate?
The uncertainties that were stressed in the last quarterly note continue to dominate the economic outlook.
29 Oct 2018
China Transaction Insights – Summer 2018
Activity has declined from the peak level seen in 2016, with six transactions closed in 2017, and one closed and two announced deals so far this year.
29 Aug 2018
Putting A Price On Valuation
Valuations are a core issue for all stakeholders in the alternative funds sector.
European Union
29 Aug 2018
Regulatory Focus – August 2018
In this edition of Regulatory Focus, the experts in Duff & Phelps' UK Compliance and Regulatory Consulting team, provide a detailed synopsis of the latest news and publications issued by the Financial Conduct Authority during July 2018.
24 Aug 2018
A Big Step Towards Consistency In Fair Value - Global Regulatory Outlook 2018
The need for alternative investment funds to report their investments at fair value is long-standing.
United States
27 Apr 2018
Counting The Cost - Global Regulatory Outlook 2018
The theoretical scope for valuation "at cost" in alternatives funds is vanishing as a relief to investors.
United States
26 Apr 2018
The Price Of Everything But The Value Of Nothing - Global Regulatory Outlook 2018
Broker quotes and pricing services have long been the Achilles heel of valuation of infrequently traded investments.
United States
26 Apr 2018
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