• Alternative Investment Services

Managing scrutiny through objectivity.

Increasing regulation requires companies to perform thorough and objective analyses. As companies continue to deal with the implications of Dodd-Frank and other complex reporting, governance, and regulatory developments, BDO provides independent, objective guidance to help clients make informed business decisions. Our professionals draw upon a depth of experience in the following areas:
Financial Statement Analysis
Recent incidents – as well as an increasingly complex regulatory environment – have highlighted the importance of conducting financial analyses. BDO assists organizations in reviewing financial statements and performing present and historical reviews. We possess significant experience serving funds and investment companies, and we tailor our services to specifically meet the needs of each unique client.
Policy & Procedures

Increasing regulatory concerns and investor scrutiny are leading alternative investment firms to seek guidance on compliance issues related to fair value measurement. BDO’s experienced professionals provide a depth of knowledge in fair value reporting functions that enable clients to make certain that their policies and procedures are comprehensive and meet compliance requirements. Having broad exposure to investment company clients, BDO provides a unique perspective that we can use to help manage risk.
Portfolio Valuations
Due to increasing regulatory scrutiny (and the implementation of Dodd-Frank), portfolio valuation is more important than ever. As a global accounting and advisory organization, BDO offers objective guidance on a wide range of portfolio valuations, including hard-to-value assets, side pocket investments, complex debt and equity instruments, derivatives, as well as over-the-counter securities, in addition to other financial instruments.