UMB
What does a custodian do for alternative investment managers? July 12, 2022

What does a custodian do for alternative investment managers?

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

UMB: Five key banking-as-a-service terms you should know

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

UMB: What does a custodian do for alternative investment managers?

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…
UMB Bank: Lifecycle Support for Alts Product Sponsors June 13, 2022

UMB Bank: Lifecycle Support for Alts Product Sponsors

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? June 1, 2022

What does investor servicing and transfer agency cost for a non-traded REIT or BDC?

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

2022 Investment Landscape: Here we go again

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 28, 2022

Three Industry Veterans Bring Expertise to UMB

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. …

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