Expense Allocation Interactive Timeline

Expense Allocation Interactive Timeline

If you work in the investment industry, you’ve most likely heard the SEC is taking expense allocation seriously and has made it an investigative priority. You might have also heard about SEC misallocation charges resulting in settlements in the millions of...
Expense Allocation: Establishing a Benchmark

Expense Allocation: Establishing a Benchmark

“A hedge fund hired us to investigate a claim of misallocation by one of its investors.” An industry consultant told us. “After a long and costly process, we discovered the investor was right; the hedge fund did over-allocate the expense in question. But we also...