Streamline Expense Allocation Processes:
Risks and Remedies

Explore the repercussions associated with ignoring foolproof expense
allocation practices and how to best mitigate operational risks.

This webinar will discuss the benefits of institutionalizing and implementing a robust expense allocation policy, review industry best practices and explore case studies from funds who have found success using automated expense management.

IVP industry experts will also discuss how to implement immediate checks and controls, fix leaks and how to best focus on low effort, high value targets.

Webinar Topics

  • Common challenges faced by the industry
  • Steps to ensure completeness throughout your firm’s current expense allocation process with a checks and controls function
  • How to achieve straight-through processing in expense allocation
  • Mitigating operational risk and enhancing compliance readiness
  • Preview of a fully automated expense management and allocation model


Ashish Jain

Director, IVP Expense Manager

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Expense Allocation On Demand Webinar