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.
Key factors to consider when selecting CLO trustees and collateral administrators
Here, we explore the key areas for investment managers to consider when selecting CLO trustees and collateral administrators.
Institutional Topics
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.
Property tax reform provisions in Missouri Senate Bill 3
Do property tax reform provisions create uncertainty? Here’s an overview and considerations for municipalities during this uncertain time.
Fintechs should ask what, exactly, ‘Regulatory Playbook’ means
A regulatory playbook can mean different things. Find out what clarifying questions fintechs should ask potential BaaS providers as they conduct their due diligence.
