Simplifying Compliance: Automation and New SEC Rules for Private Funds

Description

Private and hedge funds must ensure precise and transparent expense allocation to comply with regulations, maintain investor trust, and manage costs. New SEC rules will significantly change how advisers manage, allocate, and report these expenses.

In this webinar, Indus Valley Partners subject matter expert explains how a powerful combination of automation and expert outsourcing can help private fund advisers comply with new SEC rules while maintaining exceptional operational integrity.

Key Takeaways
  • Navigating regulatory frameworks, mitigating risks, and improving transparency
  • Enhancing compliance readiness and minimizing operational risk through automation
  • Live demo of the IVP Expense Allocation Solution

Expense Allocation Solution

This expense allocation solution helps asset managers improve accuracy and efficiency, reduce the risk of errors, and guarantee compliance. It ensures that in-house teams can process most allocations swiftly, allowing them to focus more on exception handling. Accounts payable and expense allocations are also tracked by the platform through customizable reports. Additionally, it offers easy-to-set-up invoice approvals and maintains a detailed audit trail for approvals, rejections, and changes.

Talk to an IVP Expert

Schedule a call with an IVP expert. Our knowledge doesn’t just skim the surface, it runs deep, enabling us to help you leverage technology to the fullest for even the most specialized investment strategies.