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.
Capital stress testing: Preparing for the next recession
Examiners need stress tests to identify risks. Here, we perform stress tests for moderate and severe recessions to help understand the impact on a balance sheet.
What is Form PF? – Update on new SEC amendments
Form PF is an important regulatory rule for fund advisors. Here, we explain the new SEC amendments, which mandate the disclosure of additional information.
Interval funds vs. tender-offer funds: An overview for investment managers considering a launch
Difference between interval and tender-offer funds and what trips up investment managers during the fund formation process.
The State of Texas Education: A bond underwriters’ perspective
As Texas school districts confront challenges, a bond underwriter shares how they help districts optimize their capital financing strategies for long-term success.
Strengthening liquidity with committed reverse repurchase lending facility
Investment managers are keen to avoid liquidity problems, UMB’s reverse repo program is an alternative for committed liquidity needs.
Treasury Secretary Scott Bessent’s 3-3-3 plan and the path forward
The first months of 2025 have been a whirlwind of activity as new political outsiders bring fresh ideas with the 3-3-3 plan to stabilize the national debt.
