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Securities Valuation Office

Securities Valuation Office


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Mutual Funds –

Structured Securities Group (SSG) –

Regulatory Treatment Analysis Service – Linda Phelps at

General questions related to the SVO –

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For Other Issues...

For specific issues or concerns about the SVO's policies or staff please contact:

Charles A. Therriault, Director -

Peter Kelly, Manager – Credit Analysis,

Linda Phelps, Manager – Credit Analysis,


For Business Technology Issues…

Alexei Tikhomirov, Business Analyst Supervisor – Business Analysis,


General Information and Links

Valuation of Securities (E) Task Force (VOS/TF)

Financial Condition (E) Committee

Adopted Interim Changes to the Purposes & Procedures Manual of the Investment Analysis Office

Blanks (E) Working Group

SVO Schedule