Member News

UMB Fund Services Grows Business Development Team

June 11, 2018

UMB Fund Services (UMBFS) announced it has hired three associates to join its business development team. Michelle Benner, Ana Burke and Jose Rincon join UMBFS as vice presidents, business development. They will focus on new business development for UMBFS’ array of services for the asset management industry which include fund accounting, administration, tax, investor services, transfer agency, custody* and distribution*.

UMB Fund Services, FUSE Research Release Report On Unlisted Closed-End Funds

May 16, 2018

UMB Fund Services (UMB) released its second annual comprehensive report on unlisted closed-end funds (CEFs), including interval and tender-offer funds today. The research was conducted by FUSE Research Network (FUSE).

SGG Group Appoints Camille Clemons As Business Development Director For US Operations

March 19, 2018

SGG, one of the leading global investor services firm, is pleased to announce the appointment of Camille Clemons as Business Development Director for its US operations.

LLC FUND MANAGER Joins The Hedge Fund Association

March 8, 2018

LLC FUND MANAGER software streamlines and automates the entire process of managing an investment fund. Features include automated member payments via check or ACH, statements, web portals, K-1’s, and General Ledger accounting.

Imagineer, Synap Merge To Create Premier SaaS Provider For Asset Management Industry

March 6, 2018

Imagineer Technology Group, a leading provider of investor relations and fund marketing software to the asset management industry, and Synap Software Labs, maker of cloud-based investment research, due diligence, and account management applications, have announced the definitive merger of their companies.

Mainstream Fund Services Expands Private Equity Offering

February 28, 2018

Global fund administrator Mainstream Fund Services, part of Mainstream Group Holdings (ASX: MAI), is expanding their organization to handle the firm’s growing practice for closed-end funds (Private Equity, Venture Capital, and Real Estate).

KOGER Releases New Study On Hedge Fund, PE Perception Of Risk

February 20, 2018

KOGER Inc., a global financial services technology company, has released a new study examining risk for hedge fund and private equity funds.

UMB Fund Services Promotes Two Execs

February 20, 2018

UMB Bank, n.a., a subsidiary of UMB Financial Corporation, announces it has promoted two UMB Fund Services (UMBFS) executives – Tony Fischer and Maureen Quill.

HFA Board Member Joins Crowe Horwath

February 20, 2018

Sal Shah and David Benz have joined Crowe Horwath LLP, one of the largest public accounting, consulting and technology firms in the U.S. They are focused on growing the firm’s asset management services and serving clients across the country. Both are based in the Crowe New York office.

KOGER Rolls Out New SWIFT Messaging Standard

January 31, 2018

KOGER, provider of the NTAS platform for fund administration and compliance, has completed the rollout to clients of the new SWIFT ISO 20022 standard for investment funds.