Thought Leadership

Opportunity Zone Funds present compelling investment case

December 12, 2018

UMB Fund Services Tax Managing Director, Spencer Erickson, spoke to Private Equity Wire about opportunities in Opportunity Zone Funds and how UMB is supporting clients entering the space.

Qualified Opportunity Zone Funds

November 26, 2018

The Opportunity Zones program is a new economic development tool, designed to encourage economic investment and job creation in distressed areas of communities, by allowing an incentive to taxpayers who re-invest capital gains in designated Opportunity Zones.

Fund managers survey underscores need for customization

November 6, 2018

Jill Carlton, senior vice president and director of alternative investments at UMB Fund Services, discusses insights from a recent alternative investment survey conducted through a partnership with the Hedge Fund Association.

Alternative managers capitalising on new product development opportunities

October 8, 2018

The days of the generic offshore hedge fund feel like a distant memory. Regulation and other factors, both in the US and Europe, have led to a proliferation of new fund products to cater to the changing needs and desires of institutional investors.

Top Hedge Fund Strategies – 2018 Industry Survey Results

July 23, 2018

Results and key takeaways from the 2018 second quarter survey of institutional investors, alternative investment managers and industry executives conducted by the Hedge Fund Association and sponsored by thought leader UMB Fund Services.

Tax Reform Impact on Executives of Alternative Investment Funds

June 15, 2018

By RSM — On Dec. 22, 2017, President Trump signed H.R.1 into law. The legislation, often referred to as the Tax Cuts and Jobs Act (TCJA), is a significant piece of legislation and many of the provisions went into effect Jan. 1, 2018. It is important to understand the impact of the major provisions affecting individuals, in particular, executives, founders and general partners of alternative investment fund structures such as private equity or hedge funds.

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).

Understanding Cryptocurrency Risks and Opportunities

March 27, 2018

By RSM — Cryptocurrency is gaining traction with investors for many reasons, including its nontraditional structure and potential for significant returns on investments.

Tired Of Low Temps And High Taxes? Miami Is Working Hard To Lure Hedgies South

March 9, 2018

The Hedge Fund Association and the Miami Downtown Development Authority recently conducted a joint survey to find out what professionals in the asset management industry thought about relocating to The Sunshine State.

An Opportunity to Differentiate with Unlisted Closed-End Funds

February 20, 2018

By UMB Fund Services & Fuse Research Network — While interval funds and tender-offer funds, or unlisted closed-end funds (CEFs), are not a new concept in the registered marketplace, they have gained steady interest in recent years as a aviable option to support the growing demand for non-correlated returns.