Best Practices for Expense Allocation

How to leverage automation within your process to improve accuracy and streamline reporting


In this On-Demand webinar, we discuss the benefits of institutionalizing and implementing a robust expense allocation policy, review industry best practices and explore case studies of funds that have found success using automated expense management.

IVP subject matter experts also discussed how to implement immediate checks and controls, fix leaks and how to best focus on low effort, high-value targets.


  • Common challenges facing the industry
  • Expense allocation best practices
  • How to achieve automation and remove discretion
  • Key benefits of possessing a robust expense allocation policy
  • Case study examples
  • Preview of a fully automated expense management and allocation model


Ashish Kumar Jain
Director, IVP Expense Manager
Indus Valley Partners

Key Takeaways:

  • Best practical methods to implement an expense allocation policy
  • Examples and benefits of successfully automating an expense allocation system

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Best Practices for Expense Allocation Webinar