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.
Operational considerations in limited partnership secondary transactions
Discover why secondary purchases of limited partnership interests are of growing interest to our alternative investment clients.
Institutional Topics
Trade strategy review: Adjusting to meet 2026 market instability
Read how institutional investors and asset managers may need to update their 2026 plans to match the shifts on the global stage and in domestic markets.
Enhancing current expected credit losses (CECL) modeling and validation
Here, we cover best practices for financial institutions to prepare for CECL model validation and share insights we have gained.
Six ways municipal bond issuers and borrowers can keep bond-financing obligations painless
We’ve compiled words of wisdom to help bond issuers ensure smooth sailing after an offering is complete and funds are with your trustee.
Understanding fund custody: Private versus publicly offered fund vehicles
Fund custody can be a confusing topic. Discover the differences between private fund custody and registered fund custody.
Five key banking-as-a-service terms you should know
UMB helped develop definitions of banking-as-a-service terminology. Here are five of the most foundational terms in BaaS.
Using tax blockers with interval and tender-offer funds
Read how in the context of interval and tender-offer funds, tax blockers are tax-paying corporate entities used to transform "bad" into "good" income.
