Interval funds vs. tender-offer funds: An overview for investment managers considering a launch
Difference between interval and tender-offer funds and what trips up investment managers during the fund formation process.
What is document custody for private investments?
What exactly is document custody? Here Pete Bergman of our Institutional Custody team explains why private investment managers seek third-party document custody services.
Meet the leadership: Eric Kelley, Chief Investment Officer
Eric Kelley, chief investment officer for UMB Private Wealth Management, shares why he chose a career in the wealth management industry.
How to evaluate your investment strategy after a Fed rate cut
Here, we discuss the value of a bullet bond investment strategy during time of declining interest rates.
What does a custodian do for alternative investment managers?
An institutional custodian helps keep all parties secure and provide services so managers can run businesses as efficiently as possible.
Q3 2025 economic update: Another brick in the wall of worry
Read our latest economic check-in that covers factors from Q2 2025 and analyzes the unexpected events in the geopolitical arena and financial markets.
HSAs can help grow confidence in retirement planning
With more boomers entering retirement, HSAs can help manage healthcare expenses and grow confidence during retirement.
April economic check-in: Tariff turmoil and a fiscal pickle
With a global tariff storm brewing, 2025 is proving to be a year of uncertainty and volatility. Read our current economic analysis and watch our latest webinar.
Why private equity leaders are moving to outsourced fund administration
Here, we explore why private equity leaders and investment managers continue to outsource private equity fund administration.
Understanding fund custody: Private versus publicly offered fund vehicles
Amy Small, executive director of institutional custody, discusses the differences between private fund custody and registered fund custody.
