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In the News

Why PE leaders are outsourcing administration

Why PE leaders are outsourcing administration

As institutional investors continue to take interest in private equity, transparency and accountability are more important than ever—and they are driving fund managers to open their minds to the outsourcing proposition.

Q&A on the evolution of fund administration

Q&A on the evolution of fund administration

Rich Talley and Ralph Santoro, senior vice presidents of business development for UMB Fund Services, discuss fund administration and the trends they’re seeing across the country.

The cash conundrum for QOZ Funds

The cash conundrum for QOZ Funds

The Qualified Opportunity Zone program may offer investors temporary tax deferral, but they bring with them cash challenges for fund managers.

Asset TV Masterclass: Liquid Alternatives

Asset TV Masterclass: Liquid Alternatives

Watch highlights from Asset TV's Liquid Alternatives Masterclass where UMB's Rich Talley shares perspective on interval and tender-offer funds.

New regulations assist Qualified Opportunity Zone Funds

Several issues faced by QOZ Funds are addressed by regulations issued in spring 2019.  Learn what's new.

Unlisted Closed-End Funds: 3rd annual comprehensive report issued

Gain insights from the latest survey-based report from FUSE Research Network and UMB Fund Services.

Carried-interest solutions for hedge fund managers

Many general partners face a longer holding period for access to long-term rates under new carried-interest rules. UMB's Spencer Erickson discusses potential strategies to consider.

Asset Raising Support

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.

Industry Updates

Articles, whitepapers and our quarterly Industry Trends.

UMB Blog

Insights on fund product trends, fund service outsourcing, community involvement and more.

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