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 ...

Project allocation and leveling are both important parts of project management. Typically, they're referred to as "resource allocation" and "resource leveling." They both involve the distribution of ...

Across organizations of all types, manager training is broken. To start, many managers don’t get any training at all. According to a 2018 study by West Monroe, a digital consulting firm, 59% of ...

Last week, we revealed the nominees for Morningstar's Domestic-Stock, International-Stock, and Fixed-Income Fund Manager of the Year. Below are the nominees for Allocation Fund Manager of the Year. A ...

Morningstar announced its 2017 Fund Manager of the Year nominees on Jan. 11 and followed with a series of articles detailing those in each award category. Today, we highlight the nominations for ...

NEW YORK — Omgeo LLC today announced that it will begin testing a new Web-based trade allocation management tool next month that could eliminate the need for fax and telephone communications in the ...