Asset & Wealth Management Benchmarking Insights

Published: 03 February 2022

The information reflected in this report leverages the knowledge and experience garnered from providing audit services to leading alternative asset management firms. 

PwC's Valuation Methods and Metrics report captures information from over 80 US and Europe based alternative asset management firms across various product types and strategies representing over US$1.3 trillion of assets under management.  Participants primarily have calendar year ends and include a combination of hedge funds, private equity funds, credit funds and other alternative fund types such as venture capital funds and BDCs. 

Topics covered by the report range from valuation processes, including ways to make the valuation process more efficient and scalable, to valuation methodologies, including the use of interim inputs in valuations.