• 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

Helping clients navigate change

Helping clients navigate change

UMB Fund Services hosted its bi-annual Market Insight conference in Austin, Texas, to discuss hot topics across the alternative investment and registered fund industry.

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.

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.

Subscribe to updates from UMB

Sign up to receive webinar invitations, articles, white papers and updates from our registered fund and alternative investment servicing businesses.