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.
School districts and municipalities respond to workforce housing needs
UMB Public Finance shares how innovative financing helps school districts meet teachers’ workforce housing needs.
Institutional Topics
The role of Delaware statutory trust services in an asset-backed securitization deal
Here's an overview of how Delaware statutory trust services from UMB fit into an asset-backed security transaction.
The P3 sweet spot for housing projects
Here, Melissa Buck summarizes insights from a recent discussion that focused on the potential of public-private partnerships (P3s) to address workforce housing needs.
Reflecting on institutional custody’s growth to $250 billion
This month we announced that, as of Q1 2026, we hold $250 billion in assets under custody. Here, Amy Small shares what's driving our growth and the people and approach behind it.
Need for speed: Checklist for escrow setup to avoid M&A closing delays
Escrow is often one of the last things to come up in a business transaction. If you want the closing process to stay pain-free, use the checklist below to help avoid unpleasant surprises.
Year-end 2025 numbers update: Interval and tender-offer funds reach $239 billion as structural test begins
Read our analysis for interval and tender-offer funds from year-end 2025 and gain insights from our market report.
Evaluating a potential mutual fund to ETF conversion
Converting from mutual funds to ETFs can appeal to the evolving preferences of investors. However, it demands careful thought and preparation.
