UMB Fund Services appointed as administrator for AFA’s first closed-end interval fund
The Milwaukee-based fund services firm will also provide fund accounting and tax reporting services, while UMB Bank will provide custody services.
Tag: UMB Fund Services
UMB Fund Services appointed administrator for Kiva Refugee Investment Fund
KRIF will also make use of UMB’s technology solutions including AltPro, UMBFS’ proprietary accounting and reporting platform.
UMB Fund Services wins fund accounting and custody mandate from Pear Tree Funds
Offered through UMB Bank’s Institutional Custody division, the firm will provide custody and fund accounting to Pear Tree’s six funds with AuM of nearly $5 billion.
UMB Fund Services adopts Temenos tech for ETF drive
Fund administrators have highlighted the importance of the ETF to their growth plans, but operational technology were highlighted as a challenge for growth.