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 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 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,...
IntegriDATA CEO Profiled in PE Hub Buyouts
Mitch Schulman, CEO of IntegriDATA, was profiled in PE Hub Buyouts Need to Meet column. Read the article here.
IntegriDATA Sponsor and Exhibitor at 2018 Private Equity CFOs & COOs Forum
IntegriDATA is excited to announce that we will be exhibiting at Private Equity International’s CFOs & COO Forum on January 24th – 25th. The CFOs & COOs Forum is the only private equity event with the distinction of providing analysis on key CFO/COOs issues...
IntegriDATA Shortlisted for HFM Hedge Fund Technology Awards 2018
IntegriDATA has been shortlisted at the 2018 HFM US Hedge Fund Technology Awards for “Best FinTech Solution for Hedge Funds,” "Best RegTech Solution," "Best Workflow Management System," and "Most Disruptive Technology Solution". The annual awards honor IT and software...