Portfolio Management

The application of IFRS standards places an increasing responsibility on operating lease lessors to know the values – accounting and market – of equipment in their portfolio. Valuing asset portfolios and tracking asset values can be a laborious task; sourcing values, updating records and maintaining histories requires time and knowledge.

Our portfolio management options provide a flexible service for revaluing asset portfolios:

Managed

We will agree a profile for revaluing all or part of a portfolio on a regular periodic basis. This can be done on a desktop research basis or include sample equipment inspections.

Targeted

At your instigation for a specific purpose, e.g. to support an audit or to review specific asset classes. The revaluation can be on a desktop research basis or include sample inspections.

PAM™ clients can maintain a revaluation history across all assets in their portfolio (s).

Contact Us

Address

Basepoint
Cressex Business Park
Lincoln Road
High Wycombe
Buckinghamshire
HP12 3RL
UK