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.
Five trends shaping product development for unlisted closed-end funds in 2026
Based on our perspective and discussions with partners, we have identified several trends in product development. Here, we explore the five trends that stand out for the year ahead.
Institutional Topics
The OBBBA earnings test for higher education: Questions university finance leaders are grappling with
The One Big Beautiful Bill Act (OBBBA) is affecting universities through the program-level earnings test. Learn about the impacts to higher education.
Anatomy of a municipal bond issuance
A municipal bond allows local governments to raise funds for public projects. Learn more about what they are and how they strengthen communities.
Building the bench: Amy Small on growth, custody and forever families
We sat down with executive vice president and executive director of institutional custody Amy Small to discuss the growth of UMB's custody business and the values that drive her leadership.
Comparing ’34 Act funds to private funds and registered funds
Asset managers are considering ’34 Act funds to bridge a gap between traditional private funds and ’40 Act registered funds. Here, we explore how ’34 Act funds fit in.
The late 2020s: Employment, inflation, and GDP send conflicting signals
As we prepare for the latter half of the 2020s, we’re keeping a close eye on conflicting signals from employment, inflation and gross domestic product (GDP).
Evaluating balance sheet and interest rate risk trends with peer group analysis
Here's how to review your balance sheet and interest rate risk trends to see how your balance sheet measures up against your peers.
