UMB Financial Company

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Asset managers know that future success in the investment business requires an updated approach to distribution, as rising market tides can no longer be counted on to lift all boats. That’s why UMB partnered with FUSE Research Network to produce a report sharing tactical advice on how to address current asset raising challenges. This white paper covers:

  • Reimagining the Distribution Model
  • Revisiting the Marketing Foundation
  • Delving into Data
  • Setting the Stage for Success

Navigating Stiff Headwinds: 
Competitive Tactics 
for Asset Managers

Interval Fund Services

Experience and expertise to service your interval and tender-offer funds.

Mutual Fund Services

Comprehensive services to support your mutual fund.

ETF Services

Turnkey platform to launch 
your exchange traded fund.

Asset Raising Support

Asset raising solutions to support  your distribution challenges.

Learn about UMB Fund Services
Download White Paper