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What does calibration mean for my investment?

PwC has been fielding this question from many of their clients who report under the International Private Equity Venture Capital (IPEV) guidelines due to the December 2012 guidelines update on the practice of calibration as part of the valuation process.

IPEV calibration means explaining the movement in value of an investment over time, with reference to both changes in the market and changes in the performance and status of the portfolio investment under review. Best practice valuation documentation and analysis will already have included calibration analysis. However, the revised IPEV guidelines have made it explicit for valuations under the guidelines.

Some of our clients have found it challenging to interpret what this requirement means in practice and we see diversity in how it has been implemented.


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