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.
What is document custody for private investments?
What exactly is document custody? Here Pete Bergman of our Institutional Custody team explains why private investment managers seek third-party document custody services.
Dynamic balance sheet modeling for business planning
As the markets remain uncertain about the future, dynamic balance sheet modeling can assist community banks in planning for the year ahead.
Sourcing your bank’s raw materials: Tapping the brokered CD market
Rising interest rates have caused the raw material costs for many banks to skyrocket. Here's an overview of the brokered CD market.
Investor reporting software: Top questions to ask your fund admin
Ten questions to ask when identifying the right fund accounting and investor reporting technology for your alternative investment fund.
