Read the latest insights for the institutional marketplace, from community banks and municipalities to some of the largest corporations, broker-dealers and fund companies in the U.S. and abroad.
What broader retail access to private funds means for the back office
As legislation evolves and retail demand grows, several back-office areas will need adjustments to keep pace with the changing environment.
Institutional Topics
Operational considerations in limited partnership secondary transactions
Discover why secondary purchases of limited partnership interests are of growing interest to our alternative investment clients.
Treasury curve viewpoint: Fed policy shifts bond risk
The Fed still controls the short end of the Treasury curve. Investors need to keep an eye on the ball further along the curve.
‘Ask how, ask why’: Finding a creative career in investments
We sat down with Tom Massey, evp and director of UMB Bank, n.a., Capital Markets Division, to discuss what brought him to UMB and how curiosity has shaped his career.
Balance sheet hedging strategies
Institutions face persistent margin compression and volatility, and natural balance sheet matching alone often falls short. Review these strategies to determine which works best for you.
The fund audit off-season: Fall planning meeting checklist
Holding a fall planning meeting is a valuable way to capture lessons from the last fund audit experience and to plan for the next.
Why convert a mutual fund or ETF to a series trust?
Hundreds of funds throughout the mutual fund industry with assets measured in the hundreds of billions utilize a series trust structure.
