Service Provider Perspectives- Page 11 of 14

Service Provider Perspectives

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…

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…

February 22, 2023

It’s Time to Seriously Consider a Documentation Management Tool

It’s Time to Seriously Consider a Documentation Management Tool February 22, 2023 | Debbie Miller | Docupace Documentation management tools are a must for any wealth management business that wants a robust digital presence. And if that isn’t you yet, it should be. In recent studies, 77% of financial advisors reported losing business because they lacked the…

February 22, 2023

When Might “Golden Vintages” Appear in Private Markets?

When Might “Golden Vintages” Appear in Private Markets? January 24, 2023 | CAIS In our previous analysis, we found that private equity funds that deployed capital in relatively lower valuation environments and recessionary environments tended to outperform those with other vintages. In the following article, we expand the analysis to the sub-asset class level and assess…

February 22, 2023

Creating A Powerful Fact Sheet

Creating A Powerful Fact Sheet February 22, 2023 | Marketing Intent If you’ve seen one fact sheet, you’ve seen them all. Stats are crammed in and there’s no white space. That poor fact sheet is trying to fit every little bit of information about your product into one page, because we all know the second page…

February 21, 2023

506(c) Offerings: Practical Guidance for Broker-Dealers/Registered Investment Advisers

As discussed in our prior Article regarding 506(c) offerings, if it turns out that the purchaser was not in fact an accredited investor, the issuer does not lose the exemption from registration provided in Rule 506(c).

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…

January 24, 2023

Altigo 2022 Year in Review

Altigo 2022 Year in Review January 24, 2023 | Altigo With lingering economic uncertainty continuing to shake up client portfolios, more and more firms are embracing straight-through processing technology—and choosing Altigo to streamline their alts business. In 2022, Altigo reached new milestones in adoption and volume, reflecting a snowballing network effect that continues to take hold…

January 23, 2023

Marketing Intent: Participating And Planning

Marketing Intent: Participating And Planning January 20, 2023 | Marketing Intent HOW GREAT DOES IT FEEL TO BE ASKED TO PARTICIPATE IN A TASK FORCE TO PLAN AN INDUSTRY CONFERENCE? PRETTY DARN GREAT. [the_ad id="243470"] Planning the Summit Conference That’s how Cherie felt when Stacy Chitty from Blue Vault, asked her to participate in the…