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
What private fund managers should know about presenting to a ‘40 Act fund’s board
For private fund managers new to the '40 Act space, the role of a fund's board is often underestimated. Read our tips for the initial presentation to the board.
Trustee perspective on collateralized fund obligations (CFOs)
Strong demand for private equity and credit investments has increased the popularity of collateralized fund obligations (CFOs). Here are insights from our work on CFOs.
Dual-share ETFs: Top questions from asset managers
The SEC recently signaled its intent to bring regulatory shifts in the exchange-traded funds (ETFs) space. Here, we share our top recommendations to prepare for dual-share ETFs.
Interval and tender-offer fund distribution strategies
When it comes to registered products, a solid investment strategy paired with intentional distribution strategies is essential.
Public, nontraded business development companies (BDCs) vs. tender-offer funds
Recently, we have seen increasing interest in public, nontraded BDCs among our clients who offer interval funds or tender-offer funds.
Defining the role of a bond trustee or paying agent
Bond trustee services are critical to corporate and municipal marketplaces. Here we explain the role of a trustee through the stages of a bond issuance.
