by Kevin O’Keeffe | May 11, 2020 | Blog
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... 
by Kevin O’Keeffe | Feb 5, 2020 | Blog
IntegriDATA CEO, Mitch Schulman, discusses expense allocation challenges and opportunities. Investors, competition, and increases in cybersecurity and other costs are squeezing general partner margins. Allocating operating expenses is one option GPs can take to... 
by Nicholas Molina | Jun 18, 2018 | Blog
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... 
by IntegriDATA | May 24, 2018 | Blog, In the News
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... 
by IntegriDATA | May 2, 2018 | Blog, In the News
Mitch Schulman, CEO of IntegriDATA, was profiled in PE Hub Buyouts Need to Meet column. Read the... 