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In today's marketplace, you need more than a service provider. You need a partner that recognizes they are a critical part of how you do business and treats your business as if it were their own.
Learn what sets us apart
For the third year in a row, UMB Fund Services has won a Hedgeweek award as Best '40 Act Liquid Alternatives Administrator.
Explore the advantages of converting a standalone mutual fund into a series trust and the factors driving this organizational rethinking among asset managers.
Tactical advice on how to navigate stiff competitive headwinds in the quest to raise assets.
Jill Calton shares survey-based insights on differentiation opportunities and challenges for alternative funds.
UMB's second annual comprehensive report on unlisted closed-end interval and tender-offer funds.
Partner with us to evaluate your competitive position in the marketplace, identify major hurdles and source the right tools to implement a successful distribution strategy.
Spencer Erickson, managing director of Alternative Investments Tax, shares his expertise through a helpful overview of these new funds.
UMBFS has been named a Top Workplace by the Milwaukee Journal Sentinel every year since the awards began.
Articles, whitepapers and our quarterly Industry Trends.
Insights on fund product trends, fund service outsourcing, community involvement and more.
Sign up to receive webinar invitations, articles, white papers and updates from our registered fund and alternative investment servicing businesses.