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My ProfileJames Martin2021-07-12T12:56:34-05:00
UMB Fund Services
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  • Why convert a mutual fund or ETF to a series trust?

  • Investor reporting software: Top questions to ask your fund admin

  • Market opportunity and outlook for interval and tender-offer funds

  • Navigating the slow lane: Challenges and opportunities in launching semi-liquid credit funds

  • Seven questions to help build distribution strategies for interval and tender-offer funds

  • The fund audit off-season: Fall planning meeting checklist

  • Evaluating a potential mutual fund to ETF conversion

  • First to market? Three questions for your fund distribution services partner

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