Portfolio Valuation

Kroll specializes in assisting clients with the valuation of alternative investments, specifically securities and positions for which there are no "active market" quotations.
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Duff & Phelps acquired Kroll in 2018 and unified under the Kroll brand in 2022.

Kroll is a market leader in providing illiquid portfolio pricing valuation services to the alternative investment community. Kroll brings extensive and unparalleled industry specific experience through years of working with some of the world’s foremost investors in alternative assets. We assist our clients with the valuation challenges of a single investment to entire portfolios. We perform independent assessments of a client’s existing valuation policy to assist in the development and implementation of industry leading valuation “best practices.” Through engagements involving billions of dollars in positions across all industries and geographies, we have extensive experience with:

  • Debt - senior and subordinated, secured and unsecured, performing and distressed
  • Preferred and common equity
  • Convertible securities, warrants and options
  • Equity, energy and credit swaps
  • Structured products including CDOs, CLOs, RMBS, CMBS and ABS
  • Whole loan pools for residential, commercial and asset backed collateral types across all borrower qualities
  • Real Estate

Portfolios With Better MSCI ESG Ratings Earned Higher Average Returns Globally - Download ESG and Global Investor Returns Study

ESG and Global Investor Returns Study

Kroll examined the relationship between historical returns of over 13,000 publicly traded companies across a variety of geographies and industries and their ESG ratings to determine the correlation of ESG ratings to company performance.

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Financial Instruments and Technology

The Kroll Financial Instruments and Technology practice is a leading solutions provider for asset managers, hedge funds, fund administrators, banks, insurers, private equity firms, commodity trading and investment firms, and corporations.

Secondary Market Advisory Services

As the largest independent valuation advisory firm, Kroll brings extensive industry experience to the secondary market for alternative investments to address the transfer needs of general partners and limited partners.

Regulatory Clarity

Regulatory Clarity is a next generation tool that provides Form ADV monitoring and flagging for fund allocators.