UMB Fund Services: Recent technology advances mean today’s alternative investment managers have access to a range of technologies that can significantly streamline alternative investment fund reporting and recordkeeping. While changing fund accounting and investor reporting platforms isn’t quick and easy, the right system can save you time, reduce your risk and help you grow assets faster. Read more…

UMB Fund Services: Although Silicon Valley and Wall Street may seem very different, asset management and fund administration are evolving from coast to coast. Rich Talley and Ralph Santoro discuss fund administration and the trends they’re seeing across the country. Read more…

UMB Fund Services: UMB has again partnered with FUSE Research Network to issue the third edition of this report, which delivers the most comprehensive look at unlisted CEFs in the industry. Read more…

RSM: In August 2017, the FASB issued Accounting Standards Update (ASU) 2017-12, Derivatives and Hedging (Topic 815): Targeted Improvements to Accounting for Hedging Activities, which brought forth some long-awaited improvements to hedge accounting. Read more…

UMB Fund Services: Watch Asset TV’s Liquid Alternatives Masterclass where UMB’s Richard Talley shares perspective on interval and tender-offer funds. Watch video…

UMB Fund Services: Based on a Q3 2018 FUSE Research Network survey of senior product leaders at 37 asset management firms, product developers are increasingly looking at structures for less liquid and uncorrelated alternative investments. Read more…

RSM: The Permanent Capital Summit, sponsored by Dechert, ING, RSM and KBW/Stifel, brought fund sponsors and asset managers together in New York to consider the impact of a shifting financial and regulatory environment on the formation and investment of permanent capital. Read more…

RSM: In Europe, the ability of a private equity firm to demonstrate its commitment to environmental, social and governance issues has evolved from a nice-to-have into a necessity. Read more…

RSM: The institutional investment market is demanding greater transparency into the environmental, social and governance (ESG) impacts of their managers, including private equity managers. Read more…

RSM: For years, funds have valued their equity interests in portfolio companies using the following approach: calculate the enterprise value, subtract any debt and allocate the remainder to the equity classes in order of seniority. Read more…