UMB
What is Document Custody for Private Investments? June 26, 2023

What is Document Custody for Private Investments?

What is Document Custody for Private Investments? April 28, 2023 | Pete Bergman | UMB Document custody for private investments is the practice of securely storing and managing legal agreements, contracts, transaction records, and other relevant documents. Private investment managers are increasingly seeking document custody services, even when they may not be required by law…
Understanding Fund Custody: Private Versus Publicly Offered Fund Vehicles June 26, 2023

Understanding Fund Custody: Private Versus Publicly Offered Fund Vehicles

Understanding Fund Custody: Private Versus Publicly Offered Fund Vehicles May 12, 2023 | Amy Small | UMB When managers of private funds decide to launch a strategy as a registered mutual fund–such as an interval fund, tender fund, or a daily NAV fund— the topic of custody can sometimes lead to confusion. Private fund managers…
A volatile and unpredictable market March 17, 2023

A volatile and unpredictable market

A volatile and unpredictable market March 14, 2023 | Winston Crowley, Stephen DuMont and Jason Weiler | UMB Around this time last year, much of the U.S. Treasury curve was sub 2%, the consumer price index (CPI) year-over-year had steadily been climbing (7.9% in Feb. 2022 and still on the rise), core personal consumption expenditures…
Notes from the CEO: Perspective on the recent banking industry news March 17, 2023

Notes from the CEO: Perspective on the recent banking industry news

Notes from the CEO: Perspective on the recent banking industry news March 16, 2023 | Mariner Kemper | UMB The news cycle has been dominated by the banking industry, and specifically developments related to the failures of Silicon Valley Bank (SVB) and Signature Bank. I would like to provide an update and perspective that summarizes…
First to market? Three questions for your fund distribution services partner March 7, 2023

First to market? Three questions for your fund distribution services partner

First to market? Three questions for your fund distribution services partner March 7, 2023 | UMB Asset managers seeking to be first-to-market with an investment strategy or product wrapper should develop a distribution plan as they develop the product itself. Understanding the current marketplace, onboarding requirements and platform fee economics is critical to the long-term…
Market opportunity and outlook for interval and tender-offer funds February 24, 2023

Market opportunity and outlook for interval and tender-offer funds

Market opportunity and outlook for interval and tender-offer funds February 24, 2023 | UMB Unlisted closed-end funds (CEFs) have maintained their momentum even after several years of significant growth, surpassing $100 billion in assets under management (AUM) in 2022, an all-time record for the category, which is made up of interval funds and tender-offer funds. Not…
How the Inflation Reduction Act levels the renewable energy playing field for municipalities January 30, 2023

How the Inflation Reduction Act levels the renewable energy playing field for municipalities

How the Inflation Reduction Act levels the renewable energy playing field for municipalities January 30, 2023 | Scott Crist | UMB The recently passed Inflation Reduction Act has changed the way municipalities can structure and finance their renewable energy projects. Local governments can now access renewable energy incentives directly, a means of financing projects historically…
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