Expense allocation continues to be a challenge for asset managers due to expense rules that differ between funds, leading to their continued use of error-prone spreadsheets.
In this webinar, Indus Valley Partners subject matter experts will provide a blueprint for designing a robust expense allocation process and discuss how firms are achieving success with automated expense management.
Experts will also share insight on industry best practices and demonstrate how to implement immediate checks and controls, fix leaks, and how to best focus on low effort, high-value targets.
