Expense allocation is an area of regulatory risk, as finance, legal, and compliance professionals at asset management firms know all too well. The SEC Division of Examinations (EXAMS) scrutinizes ...

Indus Valley Partners (“IVP”), a premier global provider of software and technology solutions to the world’s most sophisticated investment managers, today announced its partnership with Silverview ...

Entrepreneurs, small business owners and managers need accurate, timely financial data to run their operations. Specifically, understanding and connecting costs to items or departments helps them ...

Invesco Senior Loan ETF doesn't appear compelling enough due to high expenses and compressed credit spreads. BKLN’s ~0.65% expense ratio persistently drags performance, especially for a passive, index ...

This column describes new proposed Code Sec. 163(n) and the proposed general removal of expense allocation to GILTI in the Build Back Better Act (the “BBBA”). This column focuses on the version of the ...