Valuations frustrate RIAs

BVWireIssue #187-4
April 25, 2018

valuation method
fund valuations, investment, private equity, investment value

survey of the nation’s top registered investment advisors (RIAs) by PPB Capital Partners found that firms are encouraged to provide customized alternative investment solutions for high-net-worth clients, but such funds are unwieldy and expensive to operate. Also, over half (52%) of respondents identified underlying investment valuations as the most frustrating area.
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