Why do most mutual funds make year-end distributions in December?
Investors can be wary of making new mutual fund investments with upcoming year-end distributions. Here, we cover why that may be good advice.
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.
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.
One Big Beautiful Bill Act: Implications for higher education institutions
Learn how provisions of the One Big Beautiful Bill Act (OBBBA) may have a noticeable impact on some higher education institutions.
Finding our niche: UMB’s runway for growth in corporate trust
Austin Braithwait oversees the corporate trust and agency services business. In this Q&A, he reflects on its growth and strategic positioning.
2025 midyear update: Economic insight into community banking strategies
After holding the federal funds rate steady, the Fed has signaled increasing caution as the first half of 2025 ushered in a mixed economic landscape.
