Avoiding the Common Pitfalls in Expense Allocation

With the sheer volume and complexity of expense allocation rules, managers are more prone to errors that can result in costly fines when audited. However, funds can avoid unnecessary risks in their operations with automation.

This Video on Demand Webinar addresses key strategies to avoid common expense allocation pitfalls and how to best institutionalize and implement a robust process to reduce risk and drive

Agenda

• Key challenges within the expense allocation process
• Common Oversights: approvers vs. allocators
• Fixing the allocation process and where to start
• Best practices using a case study example from select funds
• Preview of IVP Expense Manager

• Benefits of institutionalizing and implementing a robust expense allocation policy
• Industry best practices
• Tips to avoid common pitfalls
• How to best design and implement a process to drive long-term success