5 Steps to Automate Deal Expense Allocations

5 Steps to Automate Deal Expense Allocations

Amid a global recession, expense allocation, and its effect on P&L, is more important than ever. Unfortunately, allocating expenses remains an intricate, time-consuming process, whose mistakes often carry an SEC penalty. For private equity, who must factor deals...
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...