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.
Why convert a mutual fund or ETF to a series trust?
Hundreds of funds throughout the mutual fund industry with assets measured in the hundreds of billions utilize a series trust structure.
Institutional Topics
The Big Beautiful Bill: Implications for renewable energy
Discover how the One Big Beautiful Bill Act (OBBBA) accelerates the deadlines for renewable energy projects.
Defend against business email compromise fraud
Business email compromise scams are becoming more sophisticated, which is why well-established workflows and systems are critical to prevention.
Generating revenue and cultivating trust: Institutional banking as a UMB pillar
Here, Phil Mason, UMB president of institutional banking, explains how institutional banking fits within UMB’s overall strategy.
Landmark changes for Texas school funding from SB4
Recently, the Texas State Senate passed SB4, which includes provisions that allow school districts to secure bond programs and financing.
Data quality in interest rate risk models
Learn how to improve input accuracy to prevent unreliable or incomplete data that can impact your interest rate risk model's performance.
DUS bonds: An effective strategy for a steepening yield curve
A cooling economy and declining labor market increase the likelihood of rate cuts this fall. Here, we review how DUS bonds can benefit your bond portfolio.
