UMB: Seven questions to help build distribution strategies for interval and tender-offer funds July 19, 2022 | James Curry | UMB “We wish we’d talked to you six months ago” is a comment I hear often from private fund managers as they work out distribution strategies for their first registered product. Too often, managers have…

What does a custodian do for alternative investment managers? June 29, 2022 | Amy Small | UMB Legacy mutual fund managers are likely accustomed to hearing about custody requirements driven by regulation. But what does a custodian do for alternative asset managers who are not experienced in hiring a qualified custodian? The primary duty of…

UMB: Five key banking-as-a-service terms you should know July 11, 2022 | David Robinson | UMB Although Banking-as-a-Service (BaaS) is new, banks have been making their services available behind the scenes for decades. What’s changed in recent years is the explosion of fintech firms seeking to partner with banks to access the payment rails historically…

UMB: What does a custodian do for alternative investment managers? June 29, 2022 | Amy Small | UMB Legacy mutual fund managers are likely accustomed to hearing about custody requirements driven by regulation. But what does a custodian do for alternative asset managers who are not experienced in hiring a qualified custodian? The primary duty…

Blue Vault research subscribers can UMB's Blue Vault Bowman Alts Week 2022 presentation, featuring Jason Fry (Senior Vice President, National Director of Business Development), Mike Huisman (Senior Vice President, Director of Transfer Agency), and Amy Small (Executive Director, Institutional Custody).

What does investor servicing and transfer agency cost for a non-traded REIT or BDC? May 31, 2022 | Mike Huisman | UMB In my role leading UMB’s transfer agency, alternatives sponsors call me and say, “Here’s an NDA; let’s talk pricing for this non-traded REIT (NTR) or business development company (BDC) we’re bringing out.” One…

2022 Investment Landscape: Here we go again April 12, 2022 | UMB Overview: Play it Again, Sam We are not forecasting a Groundhog Day phenomenon, but 2022 will likely resemble 2021 in many ways. However, as investors emerge from 2021, their concerns that the market is bound for a significant correction are not entirely unfounded.…

Three Industry Veterans Bring Expertise to UMB   February 16, 2022 | UMB UMB’s Fund Services and Institutional Custody teams are growing with the hiring of three industry veterans. Paul Troilo joins Fund Services as global relationship manager, and Tonya Cordray and Melissa Clingan join Institutional Custody as senior manager and manager custody administration, respectively. …

Farnam Street Real Estate Capital Selects UMB Fund Services to Administer New Private Fund January 13, 2022 | UMB Fund Services UMB Fund Services (UMBFS), a subsidiary of UMB Financial Corporation (Nasdaq: UMBF), is pleased to announce that it has been selected to provide fund accounting, investor servicing and tax reporting for Farnam Street Real…