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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. 
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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.
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
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
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 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
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.
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.
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