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In the News

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.

UMBFS again named Best Liquid Alts Administrator

For the third year in a row, UMB Fund Services has won a Hedgeweek award as Best '40 Act Liquid Alternatives Administrator.

White Paper: Rethinking Trust Structure

Explore the advantages of converting a standalone mutual fund into a series trust and the factors driving this organizational rethinking among asset managers.

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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