Roll with the changes: Preparing your ALM model for economic shifts
The U.S. economy is on the cusp of a change in monetary policy. Is your interest rate risk model aligned with potential changes?
Medicaid payment increases allow hospitals to re-evaluate capital projects and leverage capital markets
With pandemic uncertainty fading, hospitals are focused on postponed capital needs. Here’s an overview of current conditions and options.
Portfolio strategies for community banks during Fed rate uncertainty
The Federal Reserve has signaled they may wait to initiate rate cuts. Here, we share portfolio strategies for community banks in today’s market.
Key factors to consider when selecting CLO trustees and collateral administrators
Here, we explore the key areas for investment managers to consider when selecting CLO trustees and collateral administrators.
Effectively manage and monitor your interest rate risk model
Many institutions use third parties to run their interest rate risk models. Here, we discuss how banks can ensure they're using an effective model.
What investment managers are asking our custody team with less than 60 days until T+1
The fast-approaching T+1 transition includes technology standardization and timing adjustments. Here are some common questions.
Economic development financing tools for municipalities and current challenges
Economic development is vital for the growth and sustainability of communities. Here, we share financing mechanisms and considerations.
Preparing for T+1 settlement transition: Take action now
UMB Institutional Custody and the Depository Trust and Clearing Corporation recently teamed up to prepare investment managers for the upcoming accelerated T+1 settlement cycle.
Recapping the 2023 markets and looking forward to 2024
The economy has proven more resilient than investors thought in 2023. Here, we recap the past year and look ahead to the 2024 market.
Navigating the slow lane: Challenges and opportunities in launching semi-liquid credit funds
With continued interest in semi-liquid credit and other non-exchange traded closed-end interval and tender offer funds, we discuss key challenges and opportunities.
