Valuations shock and thaw; CCOs on how to approach valuations

Data snapshot from PEF Services on changing Q1 valuation expectations over time; pros give tips on valuing your portfolio amid the covid-19 chaos.

Data snapshot: Market participants expected the worst for valuations when the pandemic started, but the angst wore off quite a bit as spring rolled into summer. The chart, courtesy of PEF Services, compares several polls taken over time, and shows how expectations developed from March on.

Valuations: Many of you are just beginning your valuations processes, so today, courtesy of sister title Regulatory Compliance Watch, we have market pros giving their detailed tips on how to value portfolios during the pandemic. From where to begin, to navigating GAAP rules amid market disruption and more, CCOs and other professionals give their takes on best approaches.

Email prepared by Graham Bippart