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SEC Risk Alert: Expense Allocation

SEC Risk Alert: Expense Allocation

The SEC issued a Risk Alert identifying expense misallocation as one of the most widespread compliance problems facing private equity and hedge fund managers. The SEC’s objective in issuing the Risk Alert was “to encourage advisors to assess their [practices] to...

Read IntegriDATA’s Article at AlphaWeek

Read IntegriDATA’s Article at AlphaWeek

Read IntegriDATA's article at AlphaWeek on private equity expense allocation. Expense Allocation: SEC Warns, Private Equity Should Listen In February, the SEC once again listed expense allocation as a compliance exam priority. Three months later, it reiterated its...

Read IntegriDATA’s Op-Ed at HFM Technology

Read IntegriDATA’s Op-Ed at HFM Technology

Read IntegriDATA's Op-Ed at HFM Technology on hedge fund expense allocation. The avoidable mistake The spotlight is on PE for now, but hedge funds must recognise manual expense allocation as an operational problem After $41 million in expense misallocation penalties,...

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