• Decidedly Distinct

    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

In the News

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.

White Paper: Competing for Assets

Tactical advice on how to navigate stiff competitive headwinds in the quest to raise assets.

Alt Fund Survey Insights

Jill Calton shares survey-based insights on differentiation opportunities and challenges for alternative funds.

Best Administrator - Technology

Interval & Tender-Offer Fund Report

UMB's second annual comprehensive report on unlisted closed-end interval and tender-offer funds.

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.

Qualified Opportunity Zone Funds

Spencer Erickson, managing director of Alternative Investments Tax, shares his expertise through a helpful overview of these new funds.

Top Workplace for 9 Straight Years

UMBFS has been named a Top Workplace by the Milwaukee Journal Sentinel every year since the awards began.

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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