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Portfolio assessment: a new feature in the latest IPEV publication

Portfolio assessment: a new feature in the latest IPEV publication

by Thomas Hachette, published in Option Finance No. 1700 on 24 April 2023.

The IPEV has recently published a new version of its guidelines on the valuation of unlisted holdings held by investment funds. The main changes relate to more detailed guidance on valuation during times of crisis, the analysis of offers and transactions, and ESG criteria.

 

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