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.
Potential SEC changes to the custody rule make waves in the investment industry
Pete Bergman of our institutional custody team explains why potential SEC changes to the custody rule make waves in the investment industry.
