Strengthening Valuation Frameworks Ahead of FCA Expectations
The FCA’s latest multi-firm review of private market valuation practices clearly priorities proportionate governance, independence, and real world execution to meet the standards by the regulator. With boards now accountable and thematic supervision ramping up, firms that haven’t revisited their valuation frameworks since March risk falling behind.
Firms should prove their policies work in practice, identify gaps before the regulator does, and prepare for scrutiny that goes beyond conflicts of interest.
Discussion Topics
- Inside the FCA’s review: What 36 firms managing £3T in assets got right and what was a miss.
- Good vs. bad practices: Investor reporting wins versus independence gaps and weak records.
- Conflicts under the microscope: Fees, transfers, redemptions, and where risk hides.
- Governance matters: Why valuation oversight must stand apart from deal teams.
- Get ahead: Practical steps to strengthen frameworks before scrutiny hits.
- Practical readiness: How ACA can help you review and strengthen your valuation frameworks, tailored to your firm and strategy.
Who Should Attend
Compliance officers, GCs, COOs, CFOs, legal teams, risk and valuation leads at investment firms.
Watch on-demand to secure your place and gain practical insights on strengthening your firm’s valuation approach ahead of the FCA’s continuing thematic scrutiny.
Speakers
- Charlotte Longman, Managing Director, ACA Group
- Michael Strug, Director, ACA Group
- Ben Maconick, Partner, CMS Cameron McKenna Nabarro Olswang LLP