At UMB Fund Services, we recognize the unique challenges money managers face. The research was conducted by FUSE Research Network. Our fund management services include the management of the following; Provident Fund Management UMB IHL with its team of professionals are in a position to assist institutions and organisations in the setting up of provident funds with the aim of investing in short, medium and long term instruments which will be ultimately generate healthy returns. *Statutory underwriter and distribution services provided by UMB Distribution Services… FUND ADMINISTRATION. The company services a broad client base of more than 200 firms representing approximately $186 billion in assets under administration (12/31/15). UMB Fund Services, is a division of UMB Financial Corporation, offering a complete line of products and services to the fund industry, including fund administration, fund accounting, tax, investor services and transfer agency, distribution* and custody*. Last year, UMB Fund Services achieved record growth as assets under administration (AuA) grew 42%, and under Schulenburg’s five-year leadership, UMB’s transfer agency business increased its AuA by 87%.

... Gain insights from the latest survey-based report from FUSE Research Network and UMB Fund Services. Fund Services A service-first approach supported by streamlined execution. About UMB Fund Services UMB Fund Services, headquartered in Milwaukee, Wis., offers a complete line of products and services to the fund industry, including fund administration, fund accounting, tax, investor services and transfer agency, distribution* and custody.

Having confidence in your back office will enhance your ability to deliver on these goals.
Our credentialed team and robust technology platforms can help you navigate today’s asset servicing challenges. Transfer agency has emerged as a key growth area for fund administrators, as traditional providers continue to withdraw from core markets. Contacts Kristin Kovach, 816.507.1069 kkovach@crossroads.us Private Equity Fund Services A complete outsourcing solution for private equity funds supported by our proprietary accounting and reporting platform. Contact us today As the landscape of the asset management industry has changed, so has the shape of the fund services industry that serves it. Our goal is to leave money managers free to focus on their primary goals: investment performance and growing assets under management. UMB Fund Services provides a broad array of services for mutual funds and alternative investments – as well as turnkey solutions for launching a mutual fund, a collective fund, a registered alternative fund, or an exchange-listed fund.

UMB Fund Services recently partnered with FUSE Research Network‡ to release a comprehensive report on unlisted closed-end funds (CEFs), including interval and tender-offer funds. We help you manage your money, meet your financial goals and finance your next big purchase.
We offer comprehensive independent full fund administration services for alternative investment managers. UMB Financial Corporation (Nasdaq: UMBF), the parent company of UMBFS, is a financial services holding company with more than $20 billion in banking assets as of June 30, 2017, headquartered in Kansas City, Mo. With UMB Bank, personal banking is made easy with a suite of services from checking and savings accounts to credit services, investing and wealth management. UMB Fund Services is a national leader in registered and alternative investment fund services with decades of experience. UMB Fund Services released its third annual comprehensive report on unlisted closed-end funds, including interval and tender-offer funds. Under his direction, UMB’s transfer agency increased its assets under administration by more than 87 percent in less than five years. UMB Fund Services has distinguished itself in the industry. Best Hedge Fund Administrator Hedgeweek's 2019 USA Awards Industry-Leading Transfer Agency for U.S. registered closed-end funds, based on number of accounts* We also provide hybrid solutions that typically involve a combination of technology, custom development and services engineered on our asset management platform, FM3.