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January 19, 2022

Unlisted Closed-End Funds: Growth Persists Despite Pandemic

Unlisted Closed-End Funds: Growth Persists Despite Pandemic November 23, 2021 | UMB Fund Services The unlisted closed-end fund structure—primarily interval funds and tender-offer funds—allows asset managers to access the mass affluent market while addressing the liquidity challenges of alternatives and illiquid securities. Nearly 80 products have been launched during the last four years and another…

November 30, 2021

Alternative Investment Exchange (AIX) Announces Integration with UMB Fund Services’ Systems

Alternative Investment Exchange (AIX) Announces Integration with UMB Fund Services’ Systems November 30, 2021 | Alternative Investment Exchange (AIX) Alternative Investment Exchange (AIX), an alternative investment technology firm that makes it easier for wealth managers and fund sponsors to do business in alternatives, announced the development of a direct data connection with UMB Fund Services…

November 30, 2021

UMB issues industry report on U.S. private debt market

UMB issues industry report on U.S. private debt market November 30, 2021 | UMB Fund Services The private debt market has come into its own over the past decade. Once a small and obscure asset class, the market’s meteoric rise has benefited from a low interest rate environment, institutional capital backing and heightened EBITDA valuations…

November 4, 2021

Dynamic Balance Sheet Modeling for Business Planning

Dynamic Balance Sheet Modeling for Business Planning September 21, 2021 | Jordan Taylor | UMB The pandemic has caused an abundance of uncertain times. It’s becoming repetitive to talk about, but it’s of major importance for the banking industry. At one point, it looked like things were getting back normal, but then a new variant…

October 27, 2021

Three key considerations for a successful turnaround

Three key considerations for a successful turnaround August 6, 2021 | Ginny Housum Ginny Housum, senior vice president and workout specialist at UMB Bank, was recently recognized by the Turnaround Management Association (TMA) Minnesota for her work as trustee on a successful turnaround that included the stabilization and asset sale of a 90-unit senior care…

October 20, 2021

The Great Debate: Transitory Inflation or Here to Stay?

One year ago, at the central bank’s annual symposium in Jackson Hole, Wyoming, Federal Reserve Chair Jerome Powell announced...

October 11, 2021

UMB Fund Services Launches Automated OCR Subscription and Tender Processing for Registered Closed-End Funds

UMB Fund Services Launches Automated OCR Subscription and Tender Processing for Registered Closed-End Funds October 11, 2021 | UMB Fund Services UMB Fund Services (UMBFS), a subsidiary of UMB Financial Corporation (Nasdaq: UMBF), today announces the launch of its automated optical character recognition (OCR) processing program. The technology enables faster, more accurate processing of handwritten…

September 23, 2021

An Option for Streamlined Settlement of Private Placement Bonds

An Option for Streamlined Settlement of Private Placement Bonds September 1, 2021 | Tim Cook In conjunction with capital raises for a fund, sponsors may also issue bonds to the investors. In this situation, sponsors need a trustee and/or paying agent and an approach for settling the private placement bonds themselves. We may already be…