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.
School districts and municipalities respond to workforce housing needs
UMB Public Finance shares how innovative financing helps school districts meet teachers’ workforce housing needs.
Operational considerations in limited partnership secondary transactions
Discover why secondary purchases of limited partnership interests are of growing interest to our alternative investment clients.
Treasury curve viewpoint: Fed policy shifts bond risk
The Fed still controls the short end of the Treasury curve. Investors need to keep an eye on the ball further along the curve.
‘Ask how, ask why’: Finding a creative career in investments
We sat down with Tom Massey, evp and director of UMB Bank, n.a., Capital Markets Division, to discuss what brought him to UMB and how curiosity has shaped his career.
Balance sheet hedging strategies
Institutions face persistent margin compression and volatility, and natural balance sheet matching alone often falls short. Review these strategies to determine which works best for you.
The fund audit off-season: Fall planning meeting checklist
Holding a fall planning meeting is a valuable way to capture lessons from the last fund audit experience and to plan for the next.
Auto dealers: Is your reinsurance “B” account working for you?
Learn the investment and tax benefits of auto dealers’ earned funds in reinsurance programs.
Three key considerations for a successful turnaround
Municipalities face specific obstacles that are different from corporate bankruptcy. Here, we share tips for a successful turnaround.
Essential criteria for a funeral trust that serves you and your clients
A funeral trust can benefit your organization and clients—potentially generating income while helping clients prepare for funeral expenses.
