Community banks: Performance and planning lead to a performance consulting suite
The combination of financial analysis and performance metrics is often known as a performance consulting suite, which begins with forecasting and budgeting systems.
Why private equity leaders are moving to outsourced fund administration
Here, we explore why private equity leaders and investment managers continue to outsource private equity fund administration.
Insurance custody: Seven questions to ask your custodian
Insurance companies often stick with one custodian for years. We've prepared some questions to help you identify limitations.
Pre-need trusts vs. Pre-need insurance for funeral planning
Read how funeral homes help customers plan for future funeral costs with different payment options, such as pre-need trust and pre-need insurance.
Not just dollars: Why U.S. firms should consider transacting in foreign currencies
Many executives at U.S. firms recognize the advantages of conducting trade in foreign currencies. Here, we share the benefits, risks and costs.
Alternative investment back-office themes for the remainder of 2025
Here are thoughts on three major themes for back-office operations managers in the alternative investment industry.
What does a custodian do for private funds?
Discover how an institutional custodian ensures security for all parties and enables managers to run their businesses efficiently.
The Big Beautiful Bill: Implications for renewable energy
Discover how the One Big Beautiful Bill Act (OBBBA) accelerates the deadlines for renewable energy projects.
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.
